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Customize Dashboard Charts and Lists
Customize Dashboard Charts and Lists

Change how your My Dashboard or Team Dashboard display your contracts and tasks

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Written by Contract Eagle
Updated over a week ago

Audience: all users

To change your Dashboard settings, go to your Dashboard and click Actions in the top right, then Page Settings.

Add/Remove Dashboard elements

You can remove some dashboard elements entirely, if they're not relevant. If they've been previously removed you can add them back in again. 

My Alerts / Team Alerts 

This is the section in the upper left-hand corner which displays totals of overdue tasks, upcoming tasks, approvals required, etc. 

  1. Expand either the My Alerts or Team Alerts heading in the Dashboard Settings screen

  2. Tick or untick the box to Show "Alerts" on the Dashboard.

Contracts monthly column chart

  1. Expand the Contract Monthly - Chart heading in the Dashboard Settings.

  2. Tick or untick Show "My Contracts Monthly - Chart" on the dashboard, and/or the Show "Team Contracts Monthly - Chart" on the dashboard setting. 

My Tasks / Team Tasks

This is the task list in the upper right-hand corner of the dashboard, displaying upcoming Tasks relating to contracts. 

  1. Expand either the My Tasks or Team Tasks heading in the Dashboard Settings.

  2. Tick or untick the box to Show "Tasks" on the dashboard.

My Contracts / Team Contracts 

This is the list in the lower half of the dashboard, displaying a list of contracts. 

  1. Expand either the My Contracts or Team Contracts heading in the Dashboard Settings.

  2. Tick or untick the box to Show "Contracts" on the dashboard.

Add/remove columns to the Task or Contract lists; or
Specify number of items to display in Task or Contract lists

  1. Depending on the section you wish to customize, expand either the My Tasks, My Contracts, Team Tasks or Team Contracts heading in the Dashboard Settings.

  2. Ensure the "Show ... on dashboard" setting is ticked. 

  3. Enter your preferred value for the Maximum number of tasks/contracts shown setting.

  4. Beneath the "Maximum number ..." setting, browse the list of columns available for that list and set to either Visible or Invisible, depending on whether you wish to display it or remove it. 

Scope of "My Tasks" list

Under the My Tasks heading, you can select if you would like to display:

  • "My Tasks" only - ie, Tasks where you are a Task Owner; or

  • "My Tasks + My Contract Tasks" - as above, plus any tasks on a contract where you have a Contract Role.

Select your preferred setting under My Tasks Scope as shown:

Filter Contract list by Status

By default, the "My Contracts" and "Team Contracts" lists display only active contracts. You can change this if required to display all contracts, or only contracts with a certain status:

  1. Expand either the My Contracts or Team Contracts heading.

  2. Click the Status Filter drop-down and select the status or statuses you wish to filter these lists by. You can filter by any status (or combination) in your repository. 

Customize column chart 

The column chart can reflect either the number of contracts in a given month, the value of those contracts or a KPI factor. You can also specify the number of contracts displayed when you click a column in the chart to see a list of the contracts making up that column.
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To change any of these settings, click the Contracts Monthly - Chart heading in the dashboard settings to expand it.

Remove the Column Chart from the Dashboard

  1. In the Contracts Monthly - Chart section, find the check box for either Show "My Contracts Monthly - Chart" on the dashboard for your My Dashboard, or Show "Team Contracts Monthly - Chart" on the dashboard for your Team Dashboard.

  2. Untick to remove the chart from the Dashboard.

If the chart has already been removed you can tick the checkbox to restore it to the Dashboard. 

Change the Displayed Value of the Column Chart

  1. Click the drop-down box under Contracts Monthly Chart - Displayed Value.

  2. Select either Number of contracts, Total of "KPI Factor" or Total of "Total Value of Contract". 

Change the number of contracts displayed on clicking a column

When you click a column in the chart, you will see a list of contracts for that month. You can set the number of items in this list for either the My or Team Dashboard:

  1. Under the heading Contracts Monthly - Chart, click the drop-down for Maximum number of contracts shown in detail view of My/Team Contracts Monthly - Chart.

  2. Enter a value between 1 and 1000. 


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