How to set up your dashboards

Dashboards consist of widgets, each showing a certain type of information. There are personal dashboards, team dashboards and organization dashboards. For each type, multiple dashboards can be created.

For me #

This page shows my personal dashboard. They are visible only for me.

My teams #

This page shows dashboards for specific teams. They are visible only for people who are a member of those specific teams.

Organization #

This page shows organization-wide dashboards. They are visible for everybody in the organization who logs in to ISOPlanner.

Adding a widget #

Widgets are squares, shown on a dashboard, each containing a certain type of information.

Click on the empty square which only contains a plus-icon to add a new widget to the dashboard.

Widget types #

Library content #

This widget shows up to 8 references from the library. The list can be compiled by yourself.

Not accepted risks #

This widget shows the risks that are not accepted. Risks that are already accepted or that are rejected are not shown. This gives insight into the workload of risks to process.

Number of risks per status #

This widget shows the number of risks per status in a pie chart.

Risk details #

This widget shows the details of 1 risk such as the name, status and status of associated controls.

Custom standard status #

This widget shows the status of 1 custom standard in the standards framework. A diagram shows which part of all standard element has been (fully) implemented or which is not applicable.

ISO standard status #

This widget shows the status of 1 ISO standard in the standards framework. A diagram shows which part of all standard elements has been (fully) implemented or which is not applicable.

My Custom standard status #

This widget shows the status of 1 custom standard in the standards framework for which the requirements and controls are assigned to you as owner. A diagram shows which part of all standard elements has been (fully) implemented or which is not applicable.

My ISO standard status #

This widget shows the status of 1 ISO standard in the standards framework for which the requirements and controls are assigned to you as owner. A diagram shows which part of all standard elements has been (fully) implemented or which is not applicable.

My tasks over deadline #

This widget shows all your tasks that are past the deadline.

My upcoming tasks #

This widget shows tasks that start within this period. The period is adjustable.

Number of tasks per status #

This widget shows the number of tasks per status in a pie chart.

Open tasks by user #

This widget shows the number of open tasks per user in a bar chart, sorted by who has the most tasks open.

Recently completed tasks #

This widget shows the latest completed tasks

Single task #

This widget shows a single task with the task name, task status, the assignee and for recurring tasks the first 5 task instances.

Modifying a widget #

Click the icon in the top right corner of a widget to open a menu of options for that widget. Note that two widgets on the personal dashboard are fixed and cannot be modified.

Insert new widget #

This option does not modify the chosen widget but instead creates a new widget on the dashboard.

Also see Adding a widget.

Move left #

This option moves the widget one position to the left on the dashboard.

Move Right #

This option moves the widget one position to the right on the dashboard.

Delete #

This option removes the widget from the dashboard. You can always add it again to this dashboard or another one by Adding a widget.

Configure #

With this option you can change the name of the widget on this specific dashboard. Some widget types have additional settings specific to that widget type.

Dashboard options #

Each dashboard shows a customizable set of widgets. The name of the dashboard is shown above the widget squares as a tab. Click the icon just right of the dashboard name to access dashboard options.

Insert new dashboard #

This option creates a new dashboard. It will be on the same level (personal, team or organization) as the current dashboard. You can give the dashboard a name. A new tab with this dashboard name will appear where you can start adding widgets to it.

Move left #

If there is more than one dashboard on the current level already, then you can change the order by moving a dashboard that’s not the first, to the left.

Move right #

If there is more than one dashboard on the current level already, then you can change the order by moving a dashboard that’s not the last, to the right.

Edit #

This option allows you to change the name of the dashboard.

Delete #

This option allows you to delete the dashboard.

Share #

This option allows you to share the dashboard with another user. You can select the user that you want to share the dashboard with.