Purpose

Project Widgets provide a visual, real-time view of your organization's work, helping teams monitor project health, identify bottlenecks, and track progress across all levels of delivery. By transforming project data into clear, interactive visuals, Project Widgets make it easy to understand performance, prioritize work, and keep teams aligned with strategic goals.

Whether you're monitoring initiatives, features, activities, risks, or obstacles, Project Widgets give you a centralized dashboard for tracking what is progressing well and what may need attention.

Business Case

As a user, I want to use Project Widgets to monitor performance across my organization's active work items so that I can quickly understand project health, identify delivery risks, and make informed decisions.

Project Widgets allow users to:

• Add and configure widgets to display selected project card types.
• Visualize project status using interactive donut charts.
• Review performance across multiple project categories simultaneously.
• Monitor delivery health using color-coded status indicators.
• Customize widget layouts, titles, and descriptions.
• Add or remove project types as priorities change.
• Consolidate project information into a single dashboard view.

These capabilities provide transparency across the organization and help teams remain aligned, accountable, and focused on delivering results

Watch the video below to see how to add Projects as widgets!

Overview

Project Widgets display project-related work items in an easy-to-read visual format. Each widget provides a snapshot of project health by showing status distribution, performance indicators, and overall progress for selected project card types.

Users can build dashboards that support a variety of needs, including:

• Executive portfolio reviews
• Program and initiative tracking
• Team performance monitoring
• Risk management reviews
• Delivery status reporting
• Obstacle identification and resolution

Project Widgets combine visual reporting with actionable insights, helping users quickly identify trends, monitor progress, and focus attention where it is needed most.

Features and Functionality

Project Widgets provide several powerful capabilities designed to simplify project monitoring and reporting.

With Project Widgets, you can:

• Display project card counts using visual donut charts.
• View status distribution across project types.
• Monitor overall performance across multiple project categories.
• Track initiatives, capabilities, features, activities, obstacles, and risks.
• Display all projects of a selected type.
• Filter widgets using specific project tags.
• Select multiple tags within a single widget.
• Customize widget titles and descriptions.
• Remove outdated widgets from dashboards.
• Apply updates to individual widgets or multiple widgets across a dashboard.

These capabilities allow teams to consolidate project information into a single visual workspace for faster decision-making and improved visibility.

Understanding Project Card Types

Project Widgets support multiple project card types, allowing users to monitor work across the entire delivery lifecycle.

Understanding these project card types helps users create dashboards that provide meaningful visibility into delivery performance.

Creating a Dashboard

Before adding Project Widgets, you must first create a dashboard.

Steps to Create a Dashboard

1. Navigate to Achieve Outcomes.
2. Select Overall Performance.
3. Click the Dashboard tab.
4. Select Add New Dashboard.
5. Enter a dashboard title.
6. Enter a description.
7. Click Save.

Your dashboard is now ready for Project Widgets.

How to Add Project Widgets

To add project widgets:

1. Open the desired dashboard.

2. Click Add Widget.

3. Select the Project widget category.

4. Choose one or more project card types.

Available options include:

• Initiative
• Project
• Milestone
• Story
• Obstacle
• Risk

Choose how you want projects displayed:

Option 1: Display All Projects

If you want to display all projects for a selected project type:

• Click the checkmark next to the project type.
• All projects associated with that project type will be included in the widget.

Example:

• Select Feature
• Click the checkmark
• All Feature cards will appear in the widget

Option 2: Display Specific Tagged Projects

If you want to display only specific projects:

• Select the project type.
• Open the Selected Tags dropdown.
• Choose one or more tags.
• Continue selecting additional tags as needed.

Only projects associated with the selected tags will appear in the widget.

6. Click Save.

Your selected project cards will now appear as widgets on the dashboard.

Using Multiple Tags

Project Widgets support selecting multiple tags within a single widget.

This enhancement allows users to create highly targeted dashboards without needing multiple widgets for similar work.

For example:

Project Type:

• Milestones

Selected Tags:

• Customer Experience
• Mobile Application
• Q3 Roadmap

The widget will display only Milestone cards associated with those selected tags.

Benefits include:

• Tracking multiple initiatives within one widget.
• Monitoring related workstreams together.
• Creating focused executive dashboards.
• Comparing performance across selected project groups.
• Reducing dashboard clutter.

Best Practice

Use the checkmark option when you want visibility into all projects of a specific type.

Use the Selected Tags dropdown when you need a focused view of specific initiatives, departments, programs, teams, or strategic priorities.

What You'll See

Each Project Widget displays a donut chart that visually represents the status distribution of the selected project cards.

The chart displays:

• Total card count
• Status distribution
• Performance breakdown
• Overall completion trends

Below the donut chart, users can view an overall performance indicator that summarizes project health.

This visual representation allows users to quickly identify areas performing well and areas that may require intervention.

Status color codes:

• ⚪ Gray – Not Started

• 🟢 Green – On Track

• 🔵 Blue – Achieved

• 🟡 Yellow – Watch

• 🔴 Red – Delayed

• 🟠 Orange – On Hold

These visual indicators make it easy to assess overall progress and quickly identify areas that may need attention.

Understanding Widget Metrics

Each Project Widget provides metrics designed to help users understand project performance.

Common metrics include:

• Total Number of Cards
• Status Distribution
• Overall Performance Percentage
• Completion Trends
• Last Updated Information

These metrics provide a high-level view of delivery health while allowing users to drill into specific areas when needed.

Customizing Project Widgets

Project Widgets can be customized to fit the needs of individual teams, departments, or leadership groups.

Users can:

• Edit widget titles.
• Add descriptions.
• Add additional project card types.
• Modify selected tags.
• Remove project card types.
• Update widget layouts.
• Modify dashboard organization.
• Apply updates to individual widgets.
• Apply updates across multiple widgets.

Managing Project Widgets

Edit Widget

Modify widget settings, titles, descriptions, selected project types, or tags.

Customize View

Apply visual updates to a single widget or multiple widgets throughout the dashboard.

Remove Widget

Remove an individual widget that is no longer needed.

Remove Dashboard

Delete an entire dashboard when it is no longer required.

Note: Removing a widget does not delete the underlying project cards. It only removes the widget from the dashboard.

Data Refresh and Updates

Project Widgets display the latest saved information available within the platform.

If project data changes:

• Status updates are reflected after saving.
• Widget metrics update automatically.
• Dashboard information reflects the latest project information.

If updated information is not visible:

• Refresh the dashboard.
• Verify changes were saved.
• Confirm you have access to the project cards.

Best Practices

To maximize the value of Project Widgets:

• Create separate dashboards for Executive, Portfolio, and Team reporting.
• Include Risks and Obstacles to identify delivery concerns early.
• Use tags to create focused dashboards for specific initiatives.
• Review Project Widgets during weekly status meetings.
• Monitor delayed and on-hold work regularly.
• Remove outdated widgets to reduce clutter.
• Align dashboard content with strategic goals and priorities.

Summary

Project Widgets transform complex project portfolios into clear, visual stories of progress and performance. By combining status indicators, performance metrics, tag-based filtering, and customizable dashboards, they help organizations understand what is moving forward, what is blocked, and where attention is needed.

Whether tracking initiatives, capabilities, features, activities, risks, or obstacles, Project Widgets provide the visibility teams need to stay aligned, make informed decisions, and deliver successful outcomes.