Team Contribution & Dashboards
Project-level dashboards provide real-time visibility into team performance, case distribution, and workflow health. Monitor key metrics that matter to your project without needing to create custom reports.
Default Project Dashboard
Every project includes a built-in dashboard showing:
Key Metrics
- Total Cases — All cases in the project
- Cases in Progress — Active work
- Cases Resolved — Completed cases
- High Priority Cases — Urgent items requiring attention
- Overdue Cases — Cases past their due dates
Visualizations
Cases by Type — Horizontal bar chart showing distribution across case types
Team Workload — Visual representation of cases assigned to each team member
Resolution Timeline — Line chart tracking how long cases take from creation to closure
Case Status Flow — Kanban-style breakdown of cases by status
Performance Metrics
Individual Contribution
- Cases created by each team member
- Cases resolved by each person
- Average resolution time
- Case quality indicators
Team Metrics
- Total team throughput
- Bottleneck identification
- Queue health
- SLA compliance
Customizing Dashboards
Add Widgets
- Click Add Widget on your dashboard
- Choose from available widgets
- Configure filters and display options
- Save changes
Configure Filters
Filter dashboard data by:
- Queue — Focus on specific workflows
- Status — View specific case states
- Date Range — Track trends over time
- Assignee — Monitor individual performance
- Priority — Highlight urgent items
Real-Time Updates
Dashboard data updates automatically:
- Case status changes reflect immediately
- New cases appear in counts
- Assignments update live
- Metrics refresh every few minutes
Exporting Data
Export dashboard insights:
- PNG — Share as image
- PDF — Create reports
- CSV — Analyze in spreadsheets
- Email — Schedule automated delivery
Best Practices
- Review dashboards daily for team health
- Use metrics to identify process bottlenecks
- Share insights with stakeholders
- Adjust team assignments based on workload
- Monitor SLA compliance closely
- Use trends to forecast team capacity
See Also
- Reports and Analytics — Create advanced reports
- Project Overview — Manage project settings
- Queues — Organize cases by workflow