Build dashboards to track the task metrics and KPIs that matter most to your team.
Each dashboard is a grid of visualizations, and each visualization shows a subset of your Limble data according to the filters you choose.
Dashboard functionality is continuing to be built in the new Limble desktop; this is only the first version.
Number of tasks tiles (the first type of visualization available in the new desktop) don't carry over from legacy dashboards, so you’ll need to rebuild them in the new desktop.
Create a dashboard
First, create a dashboard. Then, create visualizations to track metrics and KPIs.
Go to the Dashboards page.
Click Create dashboard.
Enter a Dashboard name.
Optionally, enter a Dashboard description of up to 200 characters.
Click Create.
Switch between dashboards
The Dashboards page always opens to the first dashboard in your list, and the list is ordered alphabetically.
From the Dashboards page, click Select dashboard.
Select the dashboard you want to view.
Dashboards are currently only viewable by the creator of the dashboard. Dashboard sharing is coming in a future release.
Create a visualization
The Number of tasks visualization is a tile that shows the total count of tasks matching your filters.
Tiles show a count only, so you can’t click a tile to see its list of tasks yet.
From your dashboard, click Add visualization.
Select Number of tasks.
Click Configure visualization.
Optionally, update the Visualization name. (e.g., "Open tasks - Critical")
Choose your filters in the Tasks, Sites, and Assets sections.
Click Add to dashboard.
Important to know: Filters combine to narrow your count. If you choose filters that conflict, the tile shows 0. (e.g., this happens if you include only open statuses but filter by due statuses at completion.)
Number of task visualizations are the first option available in dashboards in the new Limble desktop.
More visualizations are coming in future releases. Return to Limble legacy to track other metrics for now.
Filter options
Learn more about these filter options in Understand the sections of a task.
Tasks
Filter | What it does | Default filter |
Task name contains | Filter by only tasks with names that include your search text. | -- |
Date type (required) | Filter by date type: Scheduled, Created, Due, or Completed. | Created |
Date (required) | Filter by the date range. | Last 30 days |
Task types (required) | Filter by all task types, or only specific types like PMs, work orders, or work requests. | All task types |
Task statuses (required) | Filter by all statuses, or only specific ones. Any custom statuses your team added also appear here. | All task statuses |
Task priorities (required) | Filter by all priorities, or only specific ones. | All priorities |
Open task due statuses (required) | Filter by all due statuses (on-time, overdue, and critical) for open tasks, or only specific ones. | All open due statuses |
Completed task due statuses (required) | Filter by all due statuses (on-time, overdue, and critical) at completion, or only specific ones. | All due statuses at completion |
Assigned to | Filter by who is assigned to the task (users, teams, and/or roles). | None |
Completed by | Filter by only tasks completed by the users you select. | None |
Custom tags | Turn on to filter by tasks with specific custom tags. This is useful for auditing groups of related work. | None |
Number of due date changes | Turn on to filter by how many times tasks' due date has changed. | None |
Downtime duration | Turn on to filter by tasks that caused downtime of a length you choose. This helps you find what might be causing problems. | None
|
Sites
All sites are included by default.
Turn on Filtered by site to select specific sites. You’ll only be able to review data from sites you have access to.
Assets
Choose Don't filter by asset, Specific assets (select the assets), or Assets matching conditions (and choose the asset fields to match).
Rebuild a tile from Limble legacy
Number of tasks tiles from legacy custom dashboards don’t carry over to the new desktop, so you’ll need to rebuild them.
In Limble legacy, go to the Custom Dashboards page.
Hover over the tile and click the pencil icon to review its settings.
In the new desktop, add a Number of tasks visualization.
Match each legacy setting to its new filter:
Legacy setting | New desktop filter |
Within the Time Period… / With a Created Date in… | Date type and Date |
That are… | Task types |
With a Status of… | Task statuses |
With a Priority of… | Task priorities |
Location filter | Sites > Filtered by site |
Advanced filters > Tasks With the Following Custom Tags | Custom tags |
Advanced filters > Tasks That Caused Downtime | Downtime duration |
Legacy tiles default to All Time, but new visualizations default to Last 30 days, so check the date range if your counts don’t match.
Other legacy advanced filters aren’t available in the new desktop yet, such as tasks shared externally or tasks that took longer than estimated. Advanced filters are coming in a future release.
Edit and organize your dashboards
Edit a dashboard
From the Dashboards page, choose the dashboard you want to edit from the Select dashboard dropdown.
Click the three-dot icon to the left of Create dashboard.
Click Edit dashboard.
Click the pencil icon next to the dashboard name to edit the dashboard name or description.
When you're done, click Save changes in the top right.
Organize your dashboards
Dashboards have two columns by default, but you can move your visualizations to create more columns.
Dashboards can hold up to 100 visualizations.
Move visualizations
From the Dashboards page, choose the dashboard you want to edit from the Select dashboard dropdown.
Click the three-dot icon to the left of Create dashboard.
Click Edit dashboard.
Drag a visualization to a new spot on the grid.
To add a column, drag a visualization to the right of your last column.
Click Save changes in the top right.
If your dashboard is wider than your screen, scroll side to side to see all your visualizations.
Delete a dashboard
Go to the dashboard you want to delete.
Click the three-dot icon to the left of Create dashboard.
Click Delete dashboard.
Confirm in the pop-up.
Edit visualizations
Edit a visualization's name or filters
In the top right corner of a visualization, click the three-dot icon > Edit visualization.
Update the Visualization name or filters.
Click Update visualization.
Delete a visualization
In the top right corner of a visualization, click the three-dot icon > Delete visualization.
Confirm in the pop-up.