Dashboard templates

Several built-in dashboard templates are available with pre-configured widgets. Each template contains the widgets that are most relevant for specific roles, such as a project or QA manager.

Use a dashboard template

You can add widgets from a template to a new dashboard or an existing dashboard.

To use a dashboard template:

Select a new or existing dashboard to which you want to add widgets from a template:

Dashboard	Procedure
New dashboard	In the Dashboard module, on the toolbar, click + to open a new dashboard tab and select + Create new dashboard.
Existing dashboard	Open the existing dashboard and click + Add widget in the dashboard toolbar. In the Widget Gallery, click Dashboard Templates .

Click a template to view a preview of the template.

The template preview is read-only. The widgets include demo data, not your actual workspace data.

Hover over each widget title to learn about the graphs, their configuration, and content. Some graphs have additional icons as described in the table below. Note that the icons are not active in the demo template.

Icon	Description
Insights	Indicates that the graph has insight cards that help you analyze the graph's data. For details, see Insight cards.
Choose columns	Select which columns to display in this widget.
Filter applied	Indicates that a filter has been applied to this widget. Hover over the icon to view the filter.

After you determine the template that fits your needs, select the widgets you want to include in the dashboard. You can select or deselect a widget by clicking the checkbox in its upper left corner.

Tip: By default, all widgets in the template are selected. To clear the selection, click Clear selection in the lower left corner.
Click Use template. The widgets you selected are added to the dashboard, and you can configure and filter each of the widgets. For details, see Configure widget settings.

Value Stream Management template

The Value Stream Management template is most suitable for PMs and team leads. It includes widgets with a recommended set of KPIs that reflect the current value stream management status.

The widgets include measurements and insights that help you assess whether the development speed, quality, and flow are improving. This helps you evaluate how a value stream is performing.

Agile Quality template

The Agile Quality template is most suitable for QA managers who need to understand where the bottlenecks are in the testing process and to identify the problematic areas. The Agile Quality dashboard gives you the ability to:

View quality metrics to track quality release criteria.
Determine investment areas and testing coverage to optimize your testing strategy.
Identify risk areas, allowing you to optimize and focus testing activities in high risk areas.
Track automation stability and progress, and improve automation suites.
Continuously improve your development cycle by identifying bottlenecks in QA processes and tracking quality trends across releases.

The Agile Quality template contains the OpenText best practices and recommended set of KPIs for managing lifecycle management in Agile & DevOps. The widgets include tracking and insights needed by various personas, providing the visibility needed to manage, learn, and optimize the application delivery process.

Release Management template

The Release Management template is most suitable for project managers who need to understand how things are progressing and if the projected dates are correct.

Cross Release Trends & Analytics template

The Cross Release Trends & Analytics template is most suitable for managers who need to understand trends in quality, speed, and efficiency in order to evaluate development costs.

DORA widgets

The Cross Release Trends & Analytics template includes some of the common DevOps Research and Assessment (DORA) metrics in several dashboard widgets. These metrics are relevant for release processes and release process items. Adjust the time range and change the resolution to days or weeks, depending on your methodology.