Set up a dashboard

Set up one or more dashboards in the Dashboard module to suit your product and team needs.

Dashboards are also available in the Overview tabs of the Backlog, Quality, and Pipelines modules.

Create a dashboard

You create and manage dashboards in the Dashboard module. Each dashboard opens in a tab. You can have up to 10 dashboard tabs open simultaneously, and switch between tabs without losing context.

Choose from several built-in dashboard templates, or create a custom dashboard with your own selection of widgets. You can also duplicate an existing dashboard as a starting point for a new dashboard.

For details on using dashboard templates, see Dashboard templates.

Note: The administrator can define which users have permission to create and modify dashboards, using the General system actions > Edit Dashboard Widgets permission. Users without this permission can only view dashboards that have been shared with them. For details, see Roles and permissions.

To create a custom dashboard:

In the Dashboard module, on the toolbar, click the Add new tab button + to open a new dashboard tab.
In the new tab, select + Create new dashboard.
Click + Add widget.
In the Widget Gallery, select a preconfigured widget or create a customized widget:
- To use a preconfigured widget, select a category and a widget within the category.
  
  Tip: If you are not sure which widget to use, read the widget descriptions to see which questions the widget helps answer.
- To create a customized widget, click + Add custom graph and configure the widget. For details, see Configure widget settings.
Click Add to Dashboard. The widget is added to a new dashboard, and the dashboard tab prompts you to enter a name for the dashboard.

To change the dashboard name later, click the Rename button in the dashboard tab.
To add another widget, click + Add widget in the dashboard toolbar. You can add up to 30 widgets in a single dashboard.
Click Save to save the dashboard.

A dialog box opens that lets you share the dashboard with other users. For details, see Share a dashboard internally.

The selected widgets and layout are retained between sessions.

To clear the widgets on the dashboard and start again, click the More button and select Clear all widgets.

To duplicate a dashboard:

Open the dashboard that you want to duplicate.
In the toolbar, click the More button and select Duplicate dashboard.

Configure the dashboard

Change the dashboard layout and placement of widgets, and apply global context filters to all widgets in the dashboard.

Global context filters

Global context filters affect all widgets with the Global filter setting, as well as new widgets added to the dashboard. You can override the global filter for individual widgets.

The global context filters are located on the dashboard toolbar. The following table describes how to apply global context filters.

Context filter	Method
Release, Sprint, or Milestone	Click the down arrow of the relevant filter field. Some fields are only available for specific dashboards. Select values for the field and click OK. The values appear in the toolbar and are applied to all widgets set to Global filter in the dashboard. Click a value in the toolbar to deactivate or activate it. The grid is filtered only by the active values. Values that are currently active are highlighted.
Date range	Click the Date range field. Select a predefined date range from the list, or select between, before, or after custom dates. For custom dates, use the calendar to set the dates.

Context filter

Method

Release, Sprint, or Milestone

Click the down arrow of the relevant filter field. Some fields are only available for specific dashboards.
Select values for the field and click OK. The values appear in the toolbar and are applied to all widgets set to Global filter in the dashboard.
Click a value in the toolbar to deactivate or activate it. The grid is filtered only by the active values. Values that are currently active are highlighted.

Date range

Click the Date range field.
Select a predefined date range from the list, or select between, before, or after custom dates.
For custom dates, use the calendar to set the dates.

Change the dashboard layout

The size and position of the widgets in the dashboard is determined by the dashboard layout. To change the layout, in the dashboard toolbar, click the More button and select Change layout. Select a layout for the dashboard, and drag and drop widgets as needed to reposition them.

When a section of the layout is empty, there is a large gap enabling you to drag a widget into that section. If you plan to leave a section empty, you might want to consider using a different layout instead.

Manage dashboards

Use the Manage dashboards dialog box to manage your dashboards and dashboards shared with you.

To open the Manage dashboards dialog box, open a new dashboard tab and click Manage dashboards.

Select the dashboard type to view a list of the dashboards. You can search, sort, and filter the dashboard list.

Type	Details
My dashboards	Dashboards you created, or that were shared with you.
My team dashboards	Dashboards shared with your team.
Workspace dashboards	Dashboards shared with all members of your workspace.

In the Manage dashboards dialog box, you can perform several actions on a specific dashboard. Click the action button in the row of the dashboard that you want to manage.

Action	Details
Pin	Pins the dashboard to the top of the list.
Delete	Deletes the dashboard. Note: You can only delete dashboards that you created.
Create a public link	Creates a public link to the dashboard. For details, see Share a dashboard externally.
Share	Shares the dashboard with other members of the workspace. For details, see Share a dashboard internally.
Link	Copies a link to the dashboard. Note: This link is only accessible to other members of the workspace. For details, see Share a dashboard internally.
Load	Opens the dashboard in the current tab.

Tip: You can export a dashboard configuration, for example, to import into another workspace. For details, see Import and export a dashboard configuration.