The table widget is a powerful tool to you in your dashboard because it allows you to display and filter most information in Cascade. The table widget, along with the goals widget and the tasks widget, are the most commonly used widgets for beginners in Cascade.
To add a Table Widget:
- Click “add Widget”
- Select the table widget first. Whenever you add a widget, what you’ll see first is the setting. The settings allow you to add filters that you can use to configure your widget.
- The default settings of the table widget is to filter by all the items that you own. To remove this auto-filter, click on "My Goals" which should be highlighted, press "clear."
- Choose your filters. For more details on using filters in Cascade, visit the snapshots article.
The table widget has three types of filters:
- Instant filters - these are filters that we find users use the most, so we put them up top.
- The “and” filter - The “and filter allows you to really drill down to something specific. For example, If i want all overdue projects that are ALSO top priority, I would put both filters here.
- The “or filter” - The “or” filter allows me to filter out certain information. So if I want a report on all of Emily’s projects OR everything by marketing, I would use the bottom filter.
- Next, we can choose our grouping. I want to group it by due date, but I can also group it by focus area, department etc.
- You can also pick what level to display. For instance I have an item nested within an item nested within another item, so I would choose to display 4 levels.
- Once the configurations are complete, press the check-mark.
- To display more information, click on the column icon on the top right and add the data you'd like to display (for example, Target, progress, behind/ahead value, and weighting).
A detailed video showing how to set up a table widget is found below: