The Progress Timeline widget displays progress rows for goals or tasks, with optional timeline and activity details. Use it to track progress over time on the items that matter to you.
What this widget is for
Add this widget to your dashboard when you want an at-a-glance progress view of goals or tasks together with the context of recent activity. For example, a plan owner can group goals by owner and show the last activity date to spot items that have gone quiet. This widget requires the Strategic Plans (Planner) feature.
What the widget shows
The widget displays rows for the goals or tasks in scope, grouped by focus area or owner if you choose. Depending on the display options you select, each row can show a timeline, a completion percentage, the owner, and the date of the last activity.
Quick Steps
Select the Edit Layout button on the dashboard.
Select the Add widget button. The Add Dashboard Widget window opens.
On the Details tab, enter a widget header and select Progress Timeline from the Type dropdown.
On the Configuration tab, set the options listed below.
Select the green Save button. The widget displays on the dashboard.
Select the Done button to exit editing mode.
Configuration options
Company Scope: choose whether the widget uses data from the currently selected company or from all companies (Selected Company / All Companies).
Source: choose whether the widget tracks Goals or Tasks.
Group by: group the rows by None, Focus Area or Owner.
Show Timeline: display a timeline for each row.
Show Percentage: display the progress percentage for each row.
Show Owner: display the owner of each row.
Show Last Activity: display the date of the last activity on each row.
Limit: set the maximum number of rows to display.
Planner filters: use the filter builder to limit which items the widget includes.
Every widget also has common display options for the header, title, subtitle, help text and title styling. See Managing Dashboard Widgets for details.
Example
An example of the Progress Timeline widget on a dashboard.
Further Information