{"id":311,"date":"2025-01-14T15:50:35","date_gmt":"2025-01-14T15:50:35","guid":{"rendered":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/team-view\/"},"modified":"2025-01-21T17:56:47","modified_gmt":"2025-01-21T17:56:47","slug":"team-view","status":"publish","type":"question","link":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/team-view\/","title":{"rendered":"Team View"},"content":{"rendered":"<p>The Team View in Dashboard Legal offers managers a comprehensive overview of their team&#8217;s workload and task progress enabling managers to gain quick and actionable insights into their overall team&#8217;s workload as well as the workload of individual contributors on their team. <strong>Note: <\/strong>only users designated as managers by their Organization Administrator will see the Team view. Organization Administrators have permission to designate who is a Manager in Dashboard Legal as well as the users on the team they manage.<\/p>\n<p><strong>Access: <\/strong>The Team view is located on the left menu just below Tasks.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-312\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Access-Team-View-300x187.png\" alt=\"\" width=\"727\" height=\"453\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Access-Team-View.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Access-Team-View.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Access-Team-View.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Access-Team-View.png 1106w\" sizes=\"auto, (max-width: 727px) 100vw, 727px\" \/><\/p>\n<p><strong>Display:\u00a0<\/strong>Clicking on Team will take you to this page:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-314\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Landing-Page-300x134.png\" alt=\"\" width=\"725\" height=\"324\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Landing-Page.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Landing-Page.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Landing-Page.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Landing-Page.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Landing-Page.png 2048w\" sizes=\"auto, (max-width: 725px) 100vw, 725px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Key Features:<\/strong><\/p>\n<p><strong>Managee Overview:<\/strong> Profile pictures of all your managees are displayed at the top, providing a quick visual reference of your team.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Task Summary:<\/strong> Represents the total number of tasks assigned to your team. This allows you to quickly understand how many tasks you&#8217;re currently focusing on in relation to the team&#8217;s overall workload.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Filtering Options:<\/strong><\/p>\n<ul>\n<li>Managee Filter: Click on a managee&#8217;s profile picture to focus on their specific tasks.<\/li>\n<li>Checklists: Search for specific checklists to focus on particular projects.<\/li>\n<li>Status: Filter tasks by their current status (e.g., Done, In Progress, To Do).<\/li>\n<li>Display: Toggle between Tasks by displaying tasks by by Board, All Items (ordered by due date)and Show Chart view for data visualization.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-316\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Fitlers-300x25.png\" alt=\"\" width=\"732\" height=\"61\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Fitlers.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Fitlers.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Fitlers.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Fitlers.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Team-View-Fitlers.png 2048w\" sizes=\"auto, (max-width: 732px) 100vw, 732px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Display Options Overview:<\/strong><\/p>\n<p><strong>Board Display (default):<\/strong> Tasks are grouped by their respective boards, workstreams, and checklists to provide at-a-glance awareness of project status and deliverables.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-318\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Board-Display-300x122.png\" alt=\"\" width=\"725\" height=\"295\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Board-Display.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Board-Display.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Board-Display.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Board-Display.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-Board-Display.png 2048w\" sizes=\"auto, (max-width: 725px) 100vw, 725px\" \/><\/p>\n<p><strong>Al Items Display:\u00a0<\/strong>Tasks are listed without grouping and ordered by due date as a default but can be re-sorted by clicking column titles above the task list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-319\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-All-Items-View-300x105.png\" alt=\"\" width=\"726\" height=\"254\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-All-Items-View.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-All-Items-View.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-All-Items-View.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-All-Items-View.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-All-Items-View.png 2048w\" sizes=\"auto, (max-width: 726px) 100vw, 726px\" \/><\/p>\n<p><strong>Show Chart Display:\u00a0<\/strong>Task data from the Team view is automatically complied and displayed in three charts:<\/p>\n<p>Boards: A stacked bar chart showing task distribution across different boards, color-coded by status.<\/p>\n<p>Statuses: A donut chart displaying the overall distribution of task statuses.<\/p>\n<p>Owners: A stacked bar chart showing task distribution among team members, color-coded by status.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-320\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-chart-display-300x59.png\" alt=\"\" width=\"727\" height=\"143\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-chart-display.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-chart-display.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-chart-display.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-chart-display.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-a-chart-display.png 1922w\" sizes=\"auto, (max-width: 727px) 100vw, 727px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Benefits:<\/strong><\/p>\n<ul>\n<li>Comprehensive Team Overview: Get a holistic view of your team&#8217;s workload and progress across all projects.<\/li>\n<li>Visual Data Representation: Charts provide an immediate understanding of task distribution and progress.<\/li>\n<li>Efficient Resource Management: Identify overloaded or underutilized team members to balance workloads effectively.<\/li>\n<li>Project Progress Monitoring: Track the status of various projects and identify any bottlenecks or delays.<\/li>\n<li>Deadline Management: Easily spot upcoming or overdue tasks to ensure timely completion of projects.<\/li>\n<li>Performance Insights: Gain valuable insights into individual and team performance to inform coaching and support efforts.<\/li>\n<li>Individual Focus: Quickly assess and review the workload and progress of specific team members using the managee filter.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>By effectively using both the list and chart views in the Team View, managers can gain a comprehensive understanding of their team&#8217;s performance, workload distribution, and project progress. This multi-faceted approach allows for both detailed task management and high-level strategic planning, ultimately leading to improved team productivity and project success.<\/p>\n","protected":false},"template":"","format":"standard","question-category":[12],"class_list":["post-311","question","type-question","status-publish","format-standard","hentry","question-category-checklists"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Team View - Dashboard Legal Help<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/team-view\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Team View - Dashboard Legal Help\" \/>\n<meta property=\"og:description\" content=\"The Team View in Dashboard Legal offers managers a comprehensive overview of their team&#8217;s workload and task progress enabling managers to gain quick and actionable insights into their overall team&#8217;s workload as well as the workload of individual contributors on their team. 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