How to use dashboard cards and widgets in Vaiz

Dashboard cards in Vaiz are configurable blocks that display live data from your projects, boards, and documents in one view.

Cards show data from your projects and help you focus on what matters.

What cards are in Vaiz

A card is a block on your dashboard that displays specific data. In Vaiz, these blocks are called cards — though you may also see them referred to as widgets.

It is not a separate object like a project or a document. A card shows existing information from your workspace in a convenient format.

For example:

• a Task list card shows tasks from a project
• a Milestones card shows project milestones
• a Productivity card shows activity data

You can add several cards to one dashboard and arrange them in a way that fits your workflow.

Step 1. Open a dashboard

To add a card, open the dashboard where you want to place it.

In the left sidebar, click Dashboards and select the dashboard you want to use.

Step 2. Add a card

In the top-right corner, click Add card.

A setup window will open. Click Start creating to continue.

Step 3. Choose a card type

In the “Choose a type of card” window, select what you want to display.

Cards are grouped into categories:

• All
• Featured
• Tasks
• Documents
• Interactive
• Misc

You can scroll through the list or use the search field at the top to find a specific card.

Some common options:

• Task list — shows tasks from a selected project or board
• Members task list — shows tasks assigned to specific users
• Milestones — displays project milestones
• Recent documents — shows recently created or updated documents
• History list — shows recent activity from project history
• Productivity — displays user activity statistics
• Dynamics — shows changes over time, for example created vs completed tasks
• Image / Video — lets you add media to the dashboard
• Embed — displays external content via iframe
• Code editor — adds a code block
• Data grid — creates a table with custom data
• To-do list — simple checklist inside the dashboard

Select a card and click Continue.

Step 4. Set up the card

In the card settings window, define what the card should display.

Depending on the card type, you can:

• select a project or board
• control which fields are visible

For example, in a Task list card, you can turn columns on or off – such as priority, due date, and other fields.

Click Create to add the card to your dashboard.

Step 5. Use your card

After you click Create, the card appears on your dashboard as a new block.

You can:

• click items inside the card to open details
• open the card menu (three dots) to rename or remove it

The card updates automatically when your project data changes.

Conclusion

Cards help you build a dashboard that reflects how you work. You can combine different views and adjust them over time to keep important information visible and easy to access.