Dashboards allow you to build high-level views that help you visualize your data and share information with workspace members and external collaborators. You can create dashboards to help you track project completion, provide status updates to stakeholders, or to manage your own work.
Create a Dashboard
To create a new dashboard:
Select the Dashboards tab at the top of your workspace.
Click + Create Dashboard from t...
A good intake process can make fulfilling a request or launching a new project much easier. In LiquidPlanner, you can add an Intake Form widget on a dashboard to allow team members or external guests to submit new items like urgent IT issues, client feedback, or project requests.
Before building an intake form, you may wish to familiarize yourself with Dashboards.
If external guests or clients will be using the intake form, you'll wan...
This article provides several examples of Dashboards you can set up. A great dashboard lets you and your project stakeholders see real-time status, updates, risks, and instantly provides the critical details without causing information overload. To learn how to create, customize and share Dashboard, see the Dashboards and Dashboard Widgets help articles.
Here are a couple of things to think about before you start building a dashboard:
Dashboards consist of building blocks called widgets. You can choose from ten different types of widgets and add up to twenty widgets to each dashboard.
Add a Widget
To add a widget, click + Add Widget, select the widget type and configure your widget.
The widget descriptions below will teach you about each type and help you decide which widgets will work best in your dashboards to effectively communicate your plan data and related info...