Customizing your project management dashboard can greatly enhance your productivity and make your workflow smoother. Each project management tool has its unique way of allowing users to tailor their dashboards according to their needs. Here are three practical examples of steps to personalize dashboard layouts in project management tools that can help you make the most out of your workspace.
Imagine you’re a project manager overseeing multiple tasks and teams. You need to keep an eye on deadlines and progress but find yourself scrolling through various sections of your dashboard. Rearranging widgets will save you time.
To rearrange your widgets, simply drag and drop them to your preferred location. This way, you can place crucial information at the top for quick reference.
Start by logging into your project management tool. Look for the dashboard or home screen where your widgets are displayed. Click and hold on the widget you want to move and drag it to the desired position. Release the mouse button to drop it in place. You can repeat this for all widgets, prioritizing those that are most important to you, like overdue tasks or team activity.
Visual cues can be incredibly helpful in a busy project management environment. If you manage various projects, using colors to differentiate tasks can make it easier to prioritize your work at a glance.
Most project management tools allow you to customize task categories with colors. To do this, navigate to your task list or board view. Select a task or a category and look for the option to change its color. Choose a color that represents the urgency or type of task—red for high priority, green for completed tasks, and blue for ongoing projects.
This visual customization not only helps you quickly identify tasks but can also be a motivational tool when you see those green completed tasks stacking up!
In a team environment, different members might need to focus on different aspects of the project. For example, a developer may want to see only the technical tasks, while a designer may need to focus on visual elements. Creating custom views can facilitate this.
To create a custom view, go to the dashboard settings. Look for an option that says “Create New View” or “Customize View.” You can then set filters based on the role. For instance, if you’re a developer, filter tasks to show only those assigned to you and that are labeled as technical. Save this view and name it “Developer View.”
Now, whenever you log in, you can quickly switch to the view that suits your role, ensuring you’re only focusing on what’s relevant.