Purpose

The Tags Section Widget helps teams visualize progress across Business Outcomes and Projects by organizing performance data around the tags they already use throughout the platform.

Instead of reviewing individual cards one at a time, users can group work by tags such as Quarter, Sprint, Initiative, Department, Program, or any custom tag structure and instantly see completion progress, card counts, and overall status.

The Tags Section Widget transforms tag data into a visual dashboard experience, making it easy to identify trends, track completion rates, and understand how work is progressing across strategic and operational initiatives.

Business Case

As a user, I want to visualize progress by tag so that I can quickly understand how work is progressing across initiatives, quarters, sprints, programs, or other organizational categories.

The Tags Section Widget allows users to:

• Track progress by tag.
• Monitor completion percentages.
• View card counts by tag.
• Compare performance across multiple tags.
• Display Business Outcome tags or Project tags.
• Group work into meaningful categories.
• Customize dashboard layouts and colors.
• Quickly identify areas requiring attention.

These capabilities provide a clear and visual way to monitor performance and alignment across the organization.

Overview

The Tags Section Widget creates a Progress by Tag display on the dashboard.

Each tile represents a tag and provides a visual summary of progress associated with that tag.

Each tile displays:

• Tag Name
• Completion Percentage
• Completed vs Total Count
• Color-Coded Progress Indicator

The information displayed mirrors the data shown in Card View, ensuring consistency throughout the platform.

This allows users to monitor progress from a high-level dashboard while maintaining alignment with detailed card information.

Understanding Tags

Tags help organize work into meaningful categories.

Examples include:

• Quarterly Planning
• Monthly Goals
• Sprint Cycles
• Strategic Initiatives
• Departments
• Programs
• Product Areas
• Custom Organizational Categories

The Tags Section Widget allows users to view progress across these categories without manually reviewing individual records.

How Progress Is Calculated

The calculation displayed within the widget depends on the selected card type.

Business Outcome Cards

For Business Outcomes, the widget calculates progress using the cards assigned to each tag.

The tile displays:

• Total cards assigned to the tag
• Completed cards
• Completion percentage

Example:

• 8 completed cards
• 10 total cards

Display:

• 8 / 10 Complete
• 80%

Project Cards

For Project cards, the widget calculates progress using the project work associated with the selected tag.

The tile displays:

• Completed project items
• Total project items
• Completion percentage

This provides visibility into operational execution and delivery progress.

Adding the Tags Section Widget

To add the Tags Section Widget:

1. Navigate to your dashboard.
2. Click Add Widget.
3. Select the Tags Section category.
4. Choose Progress by Tag.

5. Select the card type:
   • Business Outcomes
   • Projects
6. Select the tags or tag categories you want to display.
7. Click Save.

The widget will now appear on your dashboard.

Selecting Card Types

Users can choose which type of data should be displayed.

Business Outcomes

Displays progress associated with Outcome cards.

Use this option when tracking strategic goals, objectives, and outcomes.

Projects

Displays progress associated with Project cards.

Use this option when tracking delivery, execution, and project completion.

Selecting Tags and Tag Categories

Users can choose:

Individual Tags

Display progress for a specific tag.

Example:

• Sprint 5
• Q2 Planning
• Customer Experience

Entire Tag Categories

Display all tags within a category.

Example:

Category:

• Quarterly

Displays:

• Q1
• Q2
• Q3
• Q4

This provides flexibility when creating dashboards for different reporting needs.

Understanding the Tile Display

Each tile provides a quick summary of progress.

Displayed information includes:

• Tag Name
• Completion Percentage
• Completed Count
• Total Count

Example:

Tag:

• Sprint 5

Display:

• 7 / 10 Complete
• 70%

The tile provides immediate visibility into progress without opening individual cards.

Customizing the Widget

The Tags Section Widget offers several customization options.

Users can:

• Change the widget title.
• Change the description.
• Add or remove tags.
• Add or remove tag categories.
• Adjust background colors.
• Modify individual tile colors.
• Change dashboard layout.

Available layouts include:

• 1x2
• 1x3
• 1x4
• 1x6

These options allow users to tailor dashboards for executive reporting, team reviews, or operational tracking.

Managing Individual Tiles

Users can customize individual tag tiles by selecting the ellipsis menu (...) on the tile.

Available options may include:

• Change tile color
• Edit display settings
• Remove tile

This allows greater flexibility when highlighting important tags.

Best Practices

To maximize the value of the Tags Section Widget:

• Group work by meaningful business categories.
• Use Quarterly tags for executive reporting.
• Use Sprint tags for delivery tracking.
• Use Initiative tags for strategic alignment.
• Keep dashboards focused on the most important tags.
• Review progress regularly to identify trends early.
• Use color customization to highlight critical areas.

Summary

The Tags Section Widget transforms tag data into a visual performance dashboard that helps teams understand progress, track completion rates, and monitor strategic alignment across Business Outcomes and Projects.

By combining flexible tag selection, progress calculations, customizable layouts, and color-coded visuals, the widget provides a simple yet powerful way to turn organizational data into actionable insights.