Each Insight feature contains different cards depending on the data that you want to view for your project.
You can add cards to each feature from the Card Library including some partner cards based on third-party applications.
Click the product picker.
Click Insight.
Click Customize at the top-right.
To add cards, click Card Library.
Use the search and filter features to find cards.
Select the checkboxes of the desired cards.
Click Add Card.
If you have added any branded partner cards, click Configure and enter the URL provided by the partner company for each one. You can also edit the title of the cards.
If you have added any Design cards, to embed a project model or drawing, click Configure and enter the URL for each one. Optionally, edit the title of the cards.
In Customize Dashboard that you can also click Customize to:
Once you have added, removed, or reordered your cards, click Save. If you navigate away from the Customize Dashboard page without saving, you will need to make your changes again.
Various cards have settings which allow you to control the displayed data.
Click for the following options:
Issues cards have more options to filter, go to issues in the Issues tool, and choose project, company, or your issues:
Filter: Filter the data displayed by Issues cards by clicking filter .
Go to issues: View the issues in the Issues tool.
Display company, project, or your issues:
Click the drop-down list next to an Issues card title and choose to display: