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How to use scorecards

Updated this week

Scorecards in MindStaq provide a focused view of your most important Key Results. They help leaders and executives track priority metrics across Programs, Projects, and Tasks — all in one consolidated dashboard.

Overview

Use the Scorecards tab to pin high-priority Key Results, review related issues and tasks, and collaborate on team-wide follow-ups.

Accessing the Scorecards Tab

  1. Open the Scorecard app from the left navigation bar.

  2. Select the Scorecards tab to view all available scorecards.

  3. Here, you will see each scorecard displayed as a card showing its title, description, and the total number of Key Results pinned within it.

Scorecards Home Page

The Scorecards home page provides the following controls:

  • Search bar – filter scorecards by name.

  • View toggle – switch between bricks and list view.

  • Add Scorecard – create a new scorecard.

  • Each scorecard card displays:

    • Scorecard title

    • Description

    • Number of linked Key Results

Opening a Scorecard

Click any scorecard (for example, Microsoft Partnership Growth Scorecard) to view its details.

Inside the scorecard, you will see:

  • Pinned Key Results — up to 8

  • Contextual tabs

    • Outstanding Issues

    • Tasks in Progress

    • Associated Projects

  • Todo & Follow-ups panel on the right

Pinned Key Results

Pinned Key Results appear at the top of the scorecard and act as your executive overview.
Each Key Result card displays:

  • Key Result title

  • Progress bar

  • “PINNED” badge

  • Completion percentage or metric range

  • Unpin button to remove it from the dashboard

You can only pin a maximum of 8 Key Results.

Selecting Key Results (Up to 8)

Use the Select Key Results button to choose which Key Results appear on your scorecard.

  • You can select any key result from all

  • The modal will notify you when the maximum limit is reached.

Viewing Related Information

When you click on any Pinned Key Result, all sections below automatically filter to show only the related issues, tasks, and projects.

1. Outstanding Issues

This section displays issues linked to the selected Key Result, including:

  • Title

  • Type (Issue, Blocker, Risk)

  • Status

  • Assignee

  • Due date

2. Tasks in Progress

This tab shows all active tasks associated with the selected Key Result.

3. Associated Projects

This section lists all projects linked to the selected Key Result.
Each project includes:

  • Project name

  • Progress percentage

  • Key Results mapped to that project

Todo & Follow-ups Panel

The right-side panel is a shared collaborative space that allows team members to:

  • Add follow-up items

  • Track shared task-level to-dos

  • Mark items as completed

Filter Key Results

When you click on any pinned Key Result at the top of the scorecard, the three sections below automatically update to show only the items related to that selected Key Result. This provides a focused view of issues, tasks, and projects contributing to that specific outcome.

Below the pinned Key Results, you will find three tabs:

  • Outstanding Issues – shows blockers, risks, or issues associated with the selected Key Result.

  • Tasks in Progress – displays active tasks that contribute to the Key Result.

  • Associated Projects – lists projects linked to the Key Result.

Filtered View and Reset

When a Key Result is selected, a filter bar appears above the table indicating which Key Result the data is filtered by.

  • Click Clear Filter to reset the view.

  • Once cleared, all three tabs will display combined data from all Key Results pinned within the scorecard.

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