Dashboard, calendar and filters across boards
The workspace views show all boards of a workspace in one place: the Dashboard with open, overdue and done cards and each board’s status, the Calendar with every due date, and Filters that find cards on every board. They only ever show boards you can open, and they are part of every plan, the free plan too.
Open the views
Section titled “Open the views”- On the home page, choose Dashboard or Calendar next to a workspace’s name.
- On any board, choose Overview in the board header.
- Switch between Dashboard, Calendar and Filters with the tabs at the top. Every view has its own address, so you can bookmark or share it.
Guests see the views of the boards they were invited to. A private board stays invisible to workspace owners and admins who are not members of it – no title, no card, no count.
Dashboard
Section titled “Dashboard”- At the top: Open cards, Overdue, Done this week and the Status – the worst status among the boards that posted one.
- Per board the same numbers and its newest status update; boards that need attention come first. Details opens a board in place: Cards per list, Open cards per label, Open cards per person and its latest status updates.
- Open cards per person, all boards, the Overdue cards and the cards Not touched for a number of days you choose.
- My work across boards lists your cards and checklist items, and Saved filters opens your filters.
The dashboard counts from a central index that follows each change within seconds; it refreshes when you come back to the page.
Calendar
Section titled “Calendar”- Card due dates (on boards with the Due dates Power-Up) and dated checklist items, each with its time (timed entries sorted by it; a card with a start shows where it begins), bookings and the final dates of date polls (with the chosen time) – each board in its own color. Click a board in the legend to hide it.
- Poll dates appear only while their Power-Up is on for the board. A poll’s final date that is also its card’s due date shows once.
- Month on tablets and computers, Agenda on phones (or whenever you prefer it). Today jumps back.
- Click an entry to open the card.
- Drag a card or checklist item to another day to move its due date – on boards where you may edit. Without dragging: open the card and change its due date there. Bookings and poll dates are changed on their card.
- Filter above the calendar shows only the cards of one of your saved filters (poll dates count when their card matches); Show all brings everything back.
Filters across boards
Section titled “Filters across boards”- Open the Filters tab and pick labels, custom fields, people (including yourself), due dates, status, stale cards, checklist items or words.
- The matching cards of every board appear, grouped by board. Labels and fields count by their name, so a label “Christmas” matches on every board that has a label with that name.
- Save filter gives it a name. Only you see your saved filters.
A saved filter opens with its results and its conditions as chips; Edit conditions opens the editor in place, and Save changes keeps them. Show in the calendar narrows the calendar to the filter’s cards. A filter that cannot find cards by itself – “done” alone, for example – says so; add a label, a person, a due date or a field value.
To filter a single board, use the board filter.
Status updates
Section titled “Status updates”Editors and admins post a short status for their board: board header → Status → New status update → On track, At risk or Off track, with an optional text → Post status. The newest status shows as a colored pill in the board header and on the dashboard; the history stays below on the status page. The author or a board admin can delete an update – its text then also leaves the board history. Everyone else on the board reads the status.
Subscribe in your calendar app
Section titled “Subscribe in your calendar app”Due dates can appear in Google Calendar, Outlook or Apple Calendar:
- Your own due dates: profile → Calendar subscriptions → My cards and checklist items – every card and checklist item assigned to you that has a due date, from all your boards.
- A whole board: board settings → Calendar subscription – every due date of the board.
Choose Create calendar link, then copy the link (it is shown only once) or use the buttons next to Add to:. New link replaces the link at once; Turn off stops it. The link follows your access: it stops working when you lose access to the board. Calendar apps refresh on their own schedule – Google about every 8 to 24 hours, Outlook every few hours, Apple as set for the subscription.