{"id":9366,"date":"2026-08-11T12:37:23","date_gmt":"2026-08-11T12:37:23","guid":{"rendered":"https:\/\/plaky.com\/help\/?p=9366"},"modified":"2026-08-13T07:54:46","modified_gmt":"2026-08-13T07:54:46","slug":"dashboard-in-plaky","status":"publish","type":"post","link":"https:\/\/plaky.com\/help\/es\/manage-project-in-plaky\/board-views\/dashboard-in-plaky\/","title":{"rendered":"Dashboard in Plaky"},"content":{"rendered":"
\u00bfQui\u00e9n puede utilizar esta funci\u00f3n?<\/span>
<\/rect><\/mask><\/path><\/g><\/svg>Propietario, administrador, miembro<\/span><\/div>
<\/rect><\/mask><\/path><\/g><\/svg>Disponible en todos los planes<\/span><\/div><\/div><\/div>\n\n\n\n

Dashboards let you visualize multiple Boards and compare data across them by using pie and bar charts. This makes tracking projects and tasks much easier and more organized.<\/p>\n\n\n\n

How to create a Dashboard<\/h2>\n\n\n\n
<\/rect><\/mask><\/path><\/g><\/svg>Informaci\u00f3n<\/span><\/div>
\n

The number of Boards you can connect depends on your subscription plan<\/p>\n\n\n\n

    \n
  • Free plan: 1 Board per Dashboard<\/li>\n\n\n\n
  • Pro plan: 15 Boards per Dashboard, and 30 widgets per Dashboard<\/li>\n\n\n\n
  • Enterprise plan: 30 Boards per Dashboard, and 30 widgets per Dashboard<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
    <\/rect><\/mask><\/path><\/g><\/svg>Informaci\u00f3n<\/span><\/div>
    \n

    To create a Dashboard, you need to have at least one Board on a Space.<\/p>\n<\/div><\/div>\n\n\n\n

    To create a Dashboard, follow these steps:<\/p>\n\n\n\n

      \n
    1. Click on the +<\/strong> button in the left sidebar<\/li>\n\n\n\n
    2. Select New dashboard<\/strong><\/li>\n\n\n\n
    3. Enter the Dashboard name<\/li>\n\n\n\n
    4. Select if you want the Dashboard to be private (optional)<\/li>\n\n\n\n
    5. Click Create<\/strong><\/li>\n\n\n\n
    6. Select the Boards you want to connect<\/li>\n\n\n\n
    7. Haz clic en Guardar<\/strong> para completar la acci\u00f3n<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      If you didn\u2019t connect Boards when you created the Dashboard, you will have the option to do so when you open the Dashboard.<\/p>\n\n\n\n

      Add widgets to Dashboard<\/h2>\n\n\n\n

      Once you have created the Dashboard, you can add chart widgets to visualize your data more clearly in your Workspace.<\/p>\n\n\n\n

      Here\u2019s how to add widgets to a Dashboard: <\/p>\n\n\n\n

        \n
      1. Open the Dashboard<\/li>\n\n\n\n
      2. Click on + Add widget<\/strong><\/li>\n\n\n\n
      3. Selecciona el gr\u00e1fico circular o de barra<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        Widget settings<\/h2>\n\n\n\n

        You can configure each widget to display the information you want on a Dashboard. To access widget settings, click on the gear<\/strong> icon<\/strong> next to a widget. Here, you can configure the following:<\/p>\n\n\n\n

        Data sources<\/h3>\n\n\n\n

        You can select from which data sources your widget will pull information. To do this, open the settings panel and click on the Data sources dropdown<\/strong>. Here you can see all the connected Boards and Fields that are by default preselected, and you can then further customize which ones you want to include in the widget. This change will apply only to the selected widget.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Chart type<\/h3>\n\n\n\n

        There are 2 different types of charts you can use in your Dashboard:<\/p>\n\n\n\n

          \n
        • Gr\u00e1fico circular<\/li>\n\n\n\n
        • Gr\u00e1fico de barras<\/li>\n<\/ul>\n\n\n\n

          You can pick between the charts by clicking on the dropdown<\/strong> when you open Widget settings.<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n

          Grouping and axis configuration<\/h3>\n\n\n\n

          Whether you are using a pie or bar chart, you will have different options for grouping Items in the chart. <\/p>\n\n\n\n

          For Pie charts, you can select how Items will be grouped by clicking on the Grouping<\/strong> dropdown.<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n

          For Bar charts, you can select how Items will be grouped by clicking on X<\/strong> axis<\/strong> dropdown.<\/p>\n\n\n\n

          Sorting<\/h3>\n\n\n\n

          Items can be sorted in ascending or descending order, and you can change this by clicking the Sort<\/strong> by<\/strong> dropdown in the Settings panel.<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n

          Edit label color<\/h3>\n\n\n\n

          You can change the label colors on a chart so you can easily recognize Item groups. To do this, simply click on the Edit label color <\/strong>button.<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n

          Filter<\/h3>\n\n\n\n

          You can apply filters to the widget and select which Fields will be shown. Here\u2019s how to do this:<\/p>\n\n\n\n

            \n
          1. Haz clic en el bot\u00f3n Filtrar<\/strong><\/li>\n\n\n\n
          2. Click on the Board dropdown<\/strong> to select the Board<\/li>\n\n\n\n
          3. Select what you want to include for that specific Board<\/li>\n\n\n\n
          4. Click Save in this widget<\/strong><\/li>\n<\/ol>\n\n\n\n
            \"\"<\/figure>\n\n\n\n

            Filters across different Boards are connected together. This means that if you use Filters for Board1, but not for Board2, the widget will display filtered results for Board1 and all results for Board2.<\/p>\n\n\n\n

            Connected Boards and matching Fields<\/h2>\n\n\n\n

            The system will try to automatically map Fields based on their Type and Name.<\/p>\n\n\n\n

              \n
            • Status, Tag, and Person Fields are automatically mapped if they have identical names across different Boards<\/li>\n\n\n\n
            • If 2 or more Boards have the same name for a certain Field, while other Boards use a different name, the system will by default map only the Fields from the two same Boards<\/li>\n\n\n\n
            • If there are no 2 Boards with the same name, and all Boards have a different name for a certain Field, the system will not automatically map them  <\/li>\n<\/ul>\n\n\n\n

              You can override which Boards are connected to the Dashboard and what Fields should match.<\/p>\n\n\n\n

              Here\u2019s how you can change Connected Boards:<\/p>\n\n\n\n

                \n
              1. Click on the gear<\/strong> icon<\/strong> on the right<\/li>\n\n\n\n
              2. Click on Connected<\/strong> boards<\/strong><\/li>\n\n\n\n
              3. Check next to the Board you want to connect to the Dashboard<\/li>\n\n\n\n
              4. Haz clic en Guardar<\/strong> para completar la acci\u00f3n<\/li>\n<\/ol>\n\n\n\n
                \"\"<\/figure>\n\n\n\n

                To set matching Fields, follow these steps:<\/p>\n\n\n\n

                  \n
                1. Click on the gear<\/strong> icon<\/strong> on the right<\/li>\n\n\n\n
                2. Click on Customize<\/strong> under a certain Field type<\/li>\n\n\n\n
                3. Click on the dropdown to select the Field<\/li>\n\n\n\n
                4. Click Done<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                  \"\"<\/figure>\n\n\n\n

                  Export the Dashboard and share it with others<\/h2>\n\n\n\n

                  Dashboards are an excellent way to showcase your work to coworkers and partners outside of your Plaky Workspace. To do this, you will have to export the Dashboard and then send it forward. <\/p>\n\n\n\n

                  Here\u2019s how to export a Dashboard:<\/p>\n\n\n\n

                    \n
                  1. Click on the Export<\/strong> button on the right<\/li>\n\n\n\n
                  2. Select the format (PDF, PNG, ZIP)<\/li>\n<\/ol>\n\n\n\n
                    \"\"<\/figure>\n\n\n\n

                    When the export is complete, the Dashboard file will be downloaded to your device, and you can send it to your coworkers and partners.<\/p>","protected":false},"excerpt":{"rendered":"Dashboards let you visualize multiple Boards and compare data across them by usi…","protected":false},"author":29,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[47],"tags":[],"class_list":["post-9366","post","type-post","status-publish","format-standard","hentry","category-board-views"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"Milos Milosavljevic","author_link":"https:\/\/plaky.com\/help\/es\/author\/milos-milosavljevic\/"},"_links":{"self":[{"href":"https:\/\/plaky.com\/help\/es\/wp-json\/wp\/v2\/posts\/9366","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/plaky.com\/help\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/plaky.com\/help\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/plaky.com\/help\/es\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/plaky.com\/help\/es\/wp-json\/wp\/v2\/comments?post=9366"}],"version-history":[{"count":9,"href":"https:\/\/plaky.com\/help\/es\/wp-json\/wp\/v2\/posts\/9366\/revisions"}],"predecessor-version":[{"id":9406,"href":"https:\/\/plaky.com\/help\/es\/wp-json\/wp\/v2\/posts\/9366\/revisions\/9406"}],"wp:attachment":[{"href":"https:\/\/plaky.com\/help\/es\/wp-json\/wp\/v2\/media?parent=9366"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/plaky.com\/help\/es\/wp-json\/wp\/v2\/categories?post=9366"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/plaky.com\/help\/es\/wp-json\/wp\/v2\/tags?post=9366"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}