Category shortcuts can be added to the Dashboard for easy access. Category shortcuts will display on the Dashboard with the Category name, colour, icon and a count of the number of Cards.
Clicking on a Category shortcut will show all the Cards in that Category.
Steps to add a Category to the Dashboard
Note, only Project Admin users and Account Admin users can edit the Dashboard.
1. Go to the Dashboard and click the purple downward arrow to expand the toolbar.
2. Click "Settings".
This activates edit mode on the Dashboard.
3. Click the "Add" button in the toolbar, or click directly on a blank space on the Dashboard.
The "Add to Dashboard" menu will open.
4. Scroll down and select "Individual Card Category".
The "Add to Dashboard" dialog will open.
5. Select the Category you want to add to the Dashboard.
6. Optional: You can edit the Font Size and Icon Size as desired.
7. Click "Create".
The Category shortcut will be added to the Dashboard in an available spot.
8. You can resize it and move it where you want.
9. Click "Settings" in the toolbar to turn off edit mode.
10. Click on your new shortcut and it will display all the Cards in that Category.
You can also add all your categories to the Dashboard as a bar or pie chart. See "How can I add a Categories Chart to the Dashboard?".
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