Overview
The LinkSquares Dashboard feature is a data visualization tool that allows you to get more insight into your legal priorities.
Through the LinkSquares Dashboard, get a bird's-eye view of the key metadata across all tasks and more via digestible, intuitive visualization.
LinkSquares Dashboards in Prioritize visualize:
- How much work there is
- How work breaks down
- How work is coming in over time
These visualizations can easily be downloaded and shared with team members, providing stakeholders with the transparency they need.
Prioritize users with an Administrator license/role, can view the LinkSquares Dashboard.
Check out the Feature Focus video at the bottom of the article.
Process
To filter the LinkSquares Prioritize Dashboard, leverage the filters at the top of the page.
Selecting a data point may enable a drop-down in which you can select a preset parameter or create a custom parameter.
By default, the dashboard displays all task types, statuses, priorities, assignees, requesters, and tasks that have been created in the last 30 days.
After making changes to a filter, click the orange refresh icon in the upper right-hand corner to update the LinkSquares Dashboard.
Task Type
By default, the dashboard displays all task types.
To view tasks filtered by certain types, set the necessary parameters by selecting the Task Type filter and using the drop-down.
Status
By default, the dashboard displays all task statuses.
To view tasks filtered by certain statuses, set the necessary parameters by selecting the Status filter and using the drop-down.
Priority
By default, the dashboard displays all task priorities.
To view tasks filtered by certain priorities, set the necessary parameters by selecting the Priority buttons.
Assignee
By default, the dashboard displays all task assignees.
To view tasks filtered by certain assignees, set the necessary parameters by selecting the Assignee filter and using the drop-down.
Requester
By default, the dashboard displays all task requesters.
To view tasks filtered by certain requesters, set the necessary parameters by selecting the Requester filter and using the drop-down.
Created Date
By default, the dashboard displays all tasks created in the last 30 days.
To view tasks filtered by a given timeframe, set the necessary parameters by selecting the Created Date filter and using the drop-down.
Visualizations
The visualizations within the LinkSquares Prioritize Dashboard are standard for all users.
Tiles are independent from one another and should be read vertically.
All Tasks
This tile displays the number of tasks created.
Open Tasks
This tile displays the number of open tasks.
These are tasks not marked as Done, or the equivalent of the Done status.
To learn more about custom statuses, reference our article on Prioritize Views.
Completed Tasks
This tile displays the number of completed tasks.
These are tasks marked as Done, or the equivalent of the Done status.
Average Completion Time
This tile displays the average number of days between when tasks are created and when they are completed (i.e., marked as Done, or the equivalent of the Done status).
Task Count by Created Week in the Last 30 Days
This tile displays the number of tasks created within a given week and the weekly fluctuation.
Task Count by Priority
This tile displays the breakdown of tasks by priority level.
Task Count by Type
This tile displays the breakdown of tasks by task type.
Task Count by Status
This tile displays the breakdown of tasks within each status.
Tasks Table
This tile displays the list view of created tasks and their details.
Sort the columns within the table in ascending or descending order by hovering over the column names and selecting the arrow icon. Alternatively, select the column names themselves.
Dashboard Drill Down
The LinkSquares Dashboard allows users to drill down into the data behind the visualizations.
To take a closer look at the tasks from which the data is pulled, select any of the values in a visualization.
To return to the unfiltered view, click the X icon within the filter at the top of the dashboard or unselect the selected value.
Exporting Data
Export the data within individual tiles or the data within the entire LinkSquares Dashboard.
Tile Export
To export the data within individual tiles, hover over the upper right-hand corner of a particular visualization. A kebab menu will appear. Select Download data from the drop-down.
A modal will provide the option to download the data of the graphs.
Select the file format from the Format drop-down.
Click Download to download the report.
The file will be downloaded locally.
To export the data within a browser tab, click Open in Browser within the modal. This is available in all file formats except Excel spreadsheets.
Dashboard Export
To export the data within the entire dashboard, click the kebab menu in the upper right-hand corner of the dashboard below the navigation bar.
Select Download from the drop-down.
A modal will provide the option to download the data of the graphs.
Click Download to download the report.
The file will be downloaded locally.
To export the data within a browser tab, click Open in Browser within the modal. This is available in PDF file formats.
Modifying Dashboard Time Zone
By default, the LinkSquares Dashboard adheres to the time zone to which your browser is set.
To modify the time zone of the dashboard, click the kebab menu in the upper right-hand corner of the dashboard.
Select Each tile’s time zone from the drop-down. Determine a new time zone.
Click Update once complete.
Note: Dashboard-level time zone changes are user-specific.