Dashboards

• Window showing all aspects of a project
• Multi-view of most common information, all in a single window
• Kanban-style task management
• GTD task management
• To have a Doc pane attached to a specific tab. It will display the rich text content of the selected item in this tab
   

Creating Dashboards

Dashboards are normal grids to which one adds any number of panes:

1. Choose an existing grid or create a new grid. The name of this grid will be displayed in the workspace as a tab
2. Use any of the following methods to copy a view:
   • Manage Grids: Right-click on a grid > Copy View
   • Right-click on an existing tab > Copy View (supports non-grid type views)
   • Right-click on an entry in any of the grid list dropdown menus (View > Grids, Recent Grids, etc) > Copy View
3. Back in your Dashboard grid, right-click on the workspace tab > Paste View > Paste as a pane (1)
4. Repeat for each view (grid, calendar, card, etc) to be added to the dashboard
5. To add a Doc pane, do View > Document > Add Document Pane > 1- To the Current Tab
6. At any time, panes can be freely moved inside the dashboard, docked to one side and/or stacked in collections (with bottom shown tabs)
7. For more information on pane management / possible setups, etc, see Pane manipulation in IQ (and sub-pages of this page)

Sample Dashboards

1. Kanban-style task management

• Dragging items from one pane to another automatically sets field values, such as Active, Next, Done (date)
• Grids support sorting, either manual or based on field values (such as DueDate, Priority, etc)
• InfoQube makes it easy to drag-drop items and even supports dragging many items at once