Shape the view around the work.

Start with the way the work is arranged.

Create the main dashboard, then add the stages people move through. These could be portfolios, programmes, projects and activities, or completely different stages that suit your business.

Choose what belongs at each stage and bring related information together. You can also provide another route into the work when people need to approach it from a different direction.

• Name each stage
• Choose what people see
• Bring related information together
• Add another route where it helps

Choose what appears, and where.

Decide which information appears on tiles, in lists and in the small panel shown when someone pauses over a tile. Something can be available in one view without taking up space everywhere.

Arrange headings, values and sections on the full record page. This gives people a clear view of the work without changing the Excel workbook or business database behind it.