Dashboard View

The Dashboard view lets you combine multiple views in one place, so you can see your work from different angles without switching tabs.

dashboard-view

What Is the Dashboard View?

A Dashboard view is a multi-panel layout where each panel displays a view from your folder. This means you can see different perspectives of the same work at the same time, side-by-side.

All panels show the same folder items, so changes you make in one panel (like updating a status in a Table) are reflected everywhere.

It's especially useful when you want:

  • A high-level overview (charts + timeline)
  • A single "command center" for a project (table + gantt + key metrics)
  • A way to monitor progress while still editing item details

Each panel can display any view available in Infinity: Table, Columns, List, Calendar, Gantt, Form, Chart, Document, or Files.

Dashboard View Use Cases

Dashboards are ideal when you want to combine "execution + overview" in one place, such as:

  • Table + Gantt + Chart
    Manage item details, see the timeline, and track progress visually.
  • Columns + Calendar
    Track status by stage while keeping an eye on upcoming dates.
  • List + Document + Files
    Keep tasks, specs/notes, and supporting assets together in one screen.
  • Form + Table
    Collect new requests via Form while instantly seeing everything populate in a Table panel.

How to Create a Dashboard View

To create a Dashboard view in a folder:

  • Open the folder where you want the dashboard.
  • Click the Add Tab button (the plus sign) if you already have some tabs in place or click on the View Switcher.
  • Select Dashboard from the list.

dashboard-view

  • Click on Add Panel to add a new panel to the view.
  • Or copy an existing view from the folder (recommended if you already have filtering, grouping, or sorting set up). The panel will load that view with the same setup.

dashboard-view

  • Repeat to add additional panels.

Rearranging, Resizing, and Removing Panels

While adding your panels, you can easily rearrange and resize them to your liking.

  • To rearrange a panel, drag a panel by its header and drop it into a new position.

dashboard-view

  • To resize a panel, hover near the bottom right edge of a panel until the resize arrow/handle appears, then drag to the side you want.

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  • To remove a panel, open the panel menu (the three dots in the upper right corner of the panel) and select Remove. In the same menu, you can also duplicate any of your panels.

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  • You can also open a panel/view in a pop-up window by clicking on the expand button next to the three dots.

Numbers Panel

The Dashboard view also includes a Numbers panel, which lets you display key numbers from your folder directly on your dashboard, so you can monitor progress at a glance.

To add it:

  • In your Dashboard view, click Add Panel.
  • Select Numbers.
  • Choose what you want to display: Aggregation (e.g. item count, status, hours etc.), Metric (empty, not empty, sum, etc.) and Label.

{primary} Tip: Numbers panels work best when placed near the top of your dashboard so your most important metrics are visible immediately.

Create a Dashboard when you want one place to plan, execute, and review, then adjust panels anytime as your workflow evolves.

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