Hi Monday, I am using the overview widget for a lot of my boards and it seemd that the status column of the widget decides that if a deadline is getting close but the task is not completed, the status column in the project overview widget will say that the project is at risk.
A lot of stakeholders we have for the projects thinks that the overview widget has great potential for giving a 2 second initial overview over the project, however since the underlying calculations are saying that a project is at risk when a task is not completed before due date, the overview widget is actually giving the incorrect information.
Is this something you can look over as this would be very helpful for the stakeholders and the C-management in understanding the different project status.
This is also a feature that our organization would like to use but is currently useless since it is flagging certain projects as At Risk when theyāre not. There really isnāt another way to level this information up into such a simple format, and the fact that we canāt change the underlying calculations makes this feature unusable.
To have an accurate overview of multiple projects (based on a template) where you can define your own conditions for RAG (Red-Amber-Green) statuses I would have a look at this app https://monday.com/marketplace/101. The app is designed to have an overview board from you you create new projects. All information (possibly filtered) from each project board is displayes in a single item in the master board.
I would also love to use this Overview widget to give top-level progress view of each clientās program board, but we need control over the logic for the status labels. I wish for some combination of this widget and the battery one, and it we need to have universal filters so that we donāt have to manually select the same columns and date filters (e.g. āthis monthā) for every individual board.
Itās difficult to understand why this wouldnāt be a properly functioning widget if it is in the production version of monday. The problem as the OP mentions is with the āAt Riskā status showing when a project is not at risk. I have two projects that are more or less identical, one showing āAt Riskā and the other showing "On Trackā.
I cant get around the fact that this out of the box widget should work.
I have the opposite problem from a lot of folks here where my projects due not show at risk when stuff is overdue when the task burndown looks ok overall.
The help page says a number items must be overdue before āAt Riskā or āBehind Scheduleā appear.
In testing, I need 7 or 8 items as overdue based on due date. Or I have to set an item as at least a month or more behind just to get at āAt Riskā notification in the Overview widget display.
If 5 - 6 tasks are behind or a single task is over two weeks behind my project is at risk at minimum but currently shows as āOn Scheduleā.
For our needs this is already unacceptably behind schedule.
From multiple testings on my end, I believe that the calculation compares the % of items done to the % of time passed in the date range on the board. It can be confusing and albeit, a little counterintuitive because you might not actually have tasks that are overdue, but it might say āAt Riskā or āBehind Scheduleā. For example, if I have 50 tasks between June and October, but 40 of them are to be completed in the last week of September, it will show that we are behind schedule because the calculation measures overall status completion against overall date progress rather than individual on-time completion.
Different companies will have different expectations of what is considered āOn Taskā, āAt Riskā or āBehind Scheduleā.
We would love an ability to adjust the sensitivity level for this widget or configure what constitutes each status. For example if any tasks are overdue the project is āAt Riskā, if over 5 tasks are overdue it is āBehind Scheduleā.
Iād love to use this Widget but it is unreliable and confusing in current form. I am seeing āOn trackā for boards that are very much off track. If I relied on this widget to help catch whatās at risk Iād be in trouble.
I agree with the other comments on this thread. The Overview widget needs to have more options include, like using the Project Health instead of a status.
The Information widget available on an individual project board provides great information. Why canāt that widget be available for a dashboard?
Agree! In my testing the Overview widget has a wide margin of error, and each company will have different standards for how they consider the timeliness of their projects. We need custom control over the sensitivity and thresholds what what each Status (āOn trackā, āAt riskā, āBehind scheduleā) actually means to rely on the Overview widget. It has so much potential, it just needs a tweak.