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How to create a custom page for project tracking

Custom pages pull data from tasks, time entries, and invoices into a single view. A project tracking page shows how work is progressing, where time is being spent, and whether invoices are being paid, so project health can be assessed at a glance without switching between sections.

1. Create a new custom page. The custom pages section is in the main menu. Clicking + New creates a blank canvas. The page can be given a descriptive name like "Project tracking" and visibility settings control which team members have access.
2. Add a chart widget. The + Add widget button opens the widget picker. Selecting Chart adds a visual data display to the page. Several chart types are available including bar, line, pie, and single-number widgets, so the right format can be chosen for each metric.
3. Configure the data source. Each widget needs a data source to pull from. Selecting Tasks shows task completion metrics, Time entries shows hours logged, and Invoices shows payment status. The Group by setting controls how data is segmented. Grouping tasks by status, for example, shows how many are complete versus in progress.
4. Add more widgets. A single widget rarely tells the full story. Additional widgets can cover different angles of project performance. A number widget showing total billable hours works well alongside a pie chart of invoice statuses. Widgets can be resized by dragging their edges and repositioned by dragging them around the canvas.
5. Apply project filters. Each widget includes a Filter option in its settings. Selecting specific projects narrows the data so only relevant information is displayed. Multiple projects can be included in a single filter, which is useful when a client account spans several projects.

Sharing custom pages with your team

Page visibility is controlled through the Settings icon on the custom page. Access can be granted to specific team members or opened to everyone in your workspace. Team members with view access can see the data but won't be able to modify widget configurations unless they also have edit permissions. Shared custom pages are particularly useful during team check-ins or client calls because the data updates in real time as tasks, time entries, and invoices change.