Project Dashboards

Overview

Dashboards are project-level tabs containing charts and graphs that let you zoom out from the day to day to quickly understand your team’s progress. These charts help to instantly identify potential blockers in your team’s work and subsequently move the project forward.

The Dashboard tab is a good reference point to find data to get a quick pulse on how the project is progressing.

This feature is available for all paid tiers in Asana (Premium, Business and Enterprise).

starting chart

How to Access:

  • From your chosen project navigate to the Dashboard tab
  • From here you can access charts that are pre-populated for you

Dashboards gives you a high level overview of the tasks in your project.

You can customize the charts on your Dashboard tab to see the data you care about most.

Dashboard and Charts

You can view real-time project progress from your Dashboard and use pre-configured charts to easily report on and communicate status updates with clarity and authority.

Components

The charts in Dashboards will auto-populate when you first land on the tab — no need to set anything up. Dashboards will automatically update every time you visit the tab or refresh the page, so you know the information is always up to date.

To customize your charts, use the drop-downs right from the chart titles to quickly slice and dice project data to fit your needs.

How they work:

The tab has a few components.

  • Task count cards (complete, incomplete, overdue, total)
  • 3 customizable charts
  • Burnup chart
  • Number Custom Field Sum

Types of charts

Bar chart

Incomplete tasks by section.

bar chart

To customize:

  1. From the drop-down arrow at tasks by section you have options to swap out section for completion status or any custom field in the menu so you can see a vertical distribution of data points to compare and contrast.

You can:

  • View tasks by section to understand where in your team’s process there are potential bottlenecks
  • You can swap in any of your custom fields to see the status of the project and where there are blockers

Donut chart

All tasks by completion.

donut chart

Here you can:

  • Get a quick pulse on how big each of your work slices are, for example are your incomplete tasks a tiny, or large piece of the pie?
  • Visually represent tasks by completion status or tasks by section custom field by swapping out one for the other

tasks by section

You can also swap in milestones or approvals by completion from the drop-down menu from All tasks.

swapl

From the drop-down menu on every chart, you can view a list of fields that you can interchange for comparison. This drop-down menu instantly changes the way data is organised.

Assignee chart

Upcoming tasks by assignee.

lollipop

This helps to:

  • Understand how work is distributed across your team. At a quick glance you can gauge who is performing and who might be overloaded
  • You can swap out Upcoming for Incomplete, Complete for Overdue and All by assignee

If you hover over the assignee lollipop you can see how many tasks they have upcoming. Only the top five assignees by task count will be displayed in your Dashboard. Click on +more to see the rest.

Burnup chart

burn out chart

This chart helps you track your team’s velocity over time and how quickly your team is completing work.

Number Custom Field Sum

You can add a number field to your project to see its value in this chart.

Enhance your data report with a sum total of your existing numeric custom fields in a particular project. Whatever your individual custom fields are, they will populate the chart to create a roll-up summary. The drop-down menu will give you options again for swap customization.

Number CF

We can sum up any of your numeric custom fields across the project. We recommend using this chart when comparing estimates to actuals, such as budget to actual costs, or if you want to quickly sum up the hours your team has spent on the project.

If you have numeric custom fields we will automatically pull those onto the Dashboard.

How to export a chart

You can export each one of the charts to an image (png) individually.

If you want to add charts to your status update, download the chart and simply add as an attachment in the status builder. You can then drag it into an email, a Slack message or a presentation slide to report on team progress.

image

To download an image:

  1. Click on the three dot icon on the top right hand corner of the chart in Dashboard
  2. Choose Download image

You cannot export the whole dashboard as one.

How to see more context:

You can hover to see data points. For more detail click into the charts to see the underlying data and subtext. Dig deeper by clicking through on the actual bars and scroll for greater insights.

hover

Subtasks do not appear on charts nor are they summed up in the numeric rollup. To have subtasks appear on your Dashboard, home them to your project as outlined in our guide here.

Use cases

Users feel confident with visuals because they have a clear, data backed picture of relevant work from which they can easily translate their story to a diverse group of stakeholders, building trust and facilitating fast action. You can see where you’ve come from and where you are going.

Managers, Directors, and Program Leads responsible for the execution of strategic goals need visuals so they can see progress in real-time, quickly flag issues and zone in on the work that matters most.

The objective

Dashboard in Asana is a data dashboard that displays key performance indicators relating to specific projects. It can display metrics for a project’s overall performance and progress, or highlight particular problems that require further attention.

Offering visual data in your reports makes it easier for your audience to quickly grasp the information presented and then consider the outcomes from that data.

Use these features to :

  • Monitor the work of one or more projects and identify constraints or roadblocks
  • Track progress against goals and report the status to senior leadership
  • Distill the biggest pain points into a problem statement/visual for stakeholders
  • Gain valuable insights into your projects
  • Bring data to life and be ahead of the curve
  • Get a complete overview on project trajectory

By using these charts to report you are :

  • Driving & simplifying workflow
  • Being accountable and giving clarity
  • Turning your data into actionable insights
  • Sending a more impactful message more quickly

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Asana Lessons

Learn the Asana basics in less than 15 minutes with these quick lessons

Tasks

Tasks Lessons

Track all of your work

3 Minutes

My Tasks

My Tasks Lessons

Always know what to do next

3 Minutes

Projects

Projects Lessons

Work with teammates

3 Minutes

Inbox

Inbox Lessons

Communicate even faster

3 Minutes

You can use tasks to track, collaborate on, and organize all your work.

Tasks can be to-dos, ideas, notes, or reminders.

Assign a task to yourself or a teammate.

Press Tab+M to quickly assign a task to yourself.

Add a due date so your deadline is clear.

Add instructions and expectations in the task description field.

Type @ to link to other tasks, people, conversations, or projects.

When you @mention someone, they’ll be added to your task as a follower.

Followers get notified when new comments or attachments are added.

Add anyone who needs to stay up to date on your task as a follower.

They can always unfollow to stop getting notifications on your task.

Add comments to ask questions or give followers updates.

Heart a comment to let followers know you’ve seen it.

Add relevant files or irrelevant GIFs as attachments.

You can also attach directly from Dropbox, Google Drive, or Box.

Create subtasks to break your task into smaller steps.

When you’ve added a subtask, press enter to add another.

Subtasks can contain all the same details as regular tasks.

Click the comment bubble to add comments or attachments to a subtask.

You can create tasks from any screen using your top bar.

Every Task has a unique URL to easily copy and share.

Congrats! Looks like you’re up to the task.

On to the next lesson!

Always know what to do next with My Tasks.

My Tasks is a list of every task assigned to you.

It makes managing your work simple.

Click on your My Tasks list and start typing to add tasks.

Like a text document, add a new line for each new task or paste in any list.

Forward to x@mail.asana.com to turn your emails into tasks.

Asana will translate your email into a task, including your attachments.

New tasks will appear at the top of your list in Recently Assigned.

Tasks you add to My Tasks are private to you.

Click Make Public to share them with your team.

Prioritize tasks as Today, Upcoming, or Later.

Click on the blue dot next to the task, to quickly sort it.

Mark the tasks you’ll have time for Today.

Teammates can view your My Tasks list to see what you’re up to.

They’ll only see tasks you’ve made public or shared in a project (more on projects later).

Mark tasks due within a week as Upcoming so you can see what will be due soon.

On its due date, your task will move from Upcoming to Today.

Just like magic.

Mark tasks due in more than a week for Later.

They’ll be out of your way until their due date approaches.

Your tasks will move from Later to Upcoming a week before they’re due.

Keep My Tasks prioritized to always know what to work on and what’s coming next.

Now you know how to track and plan your work!

Next, learn how to work with your team in Asana.

Work together on groups of tasks with projects.

Projects help you track and organize the steps in a process or initiative.

Like an event plan, product launch, or editorial calendar.

Like My Tasks, simply click and type to add tasks to your project.

If you have your steps in a document or email already, paste in that list.

Add tasks to your project from email.

View your project’s unique email address from the project dropdown menu.

Add your tasks to other related projects.

Tasks can be included in multiple projects.

Add sections to organize tasks in a list project.

Type Tab+N in any task row to create a new section.

Or, add columns to organize tasks in a boards project.

Drag and drop tasks between or within columns to reorder.

Assign your tasks and set due dates.

Never miss a deadline with your project calendar.

Drag and drop tasks on your calendar to change their due dates.

Add everyone who needs to stay updated on your project as members.

Project members will get notified of new conversations, statuses, and tasks.

Post conversations to make announcements or start discussions.

Your post will be sent to all project members.

Use Progress to see how your project is moving forward.

Set a project status to update your team on how it’s going.

The Project Owner will be reminded to set a status once a week.

Open and organize projects from your sidebar.

Favorite projects to pin them to the top of your sidebar.

Click the star button on the left of your project name to favorite it.

Create new projects from any screen using your top bar.

Now you can move projects forward with your team.

Just one more lesson before you dive in.

Communicate and coordinate faster with Inbox.

Check Inbox to quickly read and respond to your latest updates.

Inbox will notify you when you have a task due…

and when teammates update tasks, conversations, and projects you follow.

Open and respond to updates without leaving Inbox.

Click an update and you’ll have all the context you need to respond.

Archive updates you’re ready to dismiss.

Click the X that appears on the right of an update to archive it.

Open Archive to move dismissed updates back to your Inbox.

Click the arrow that appears on the right of an archived update to move it back to Inbox.

Unfollow tasks or projects to stop receiving updates about them.

In the end, you have control over the updates you receive (or choose not to receive)

When you’re ready, you can turn Asana’s Email notifications off.

Most communication with your team can be more easily managed from Inbox. Just remember to check it often.

Congratulations! Now you’re ready to have a great work day with Asana.