Create a new dashboard

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

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.

You can create a dashboard based on a template or select widgets in a blank dashboard.

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 dashboard:

Open the global menu and select Insights & Analysis > Dashboard.
Click the + Add new tab to open a new dashboard tab.
In the new tab, select + Create new dashboard.
Choose one of the following:
- From blank: Select widgets from the widget gallery. For details, see Add and configure widgets.
  
  After you add the first widget, you are prompted to enter a title for the dashboard.
- From templates: Select a template to base your dashboard on. For details, see Dashboard templates.
  
  Note: You can add widgets from a template to an existing dashboard at any stage. For details, see Add and configure widgets.
Click Save to save the dashboard.

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

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 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. Drag and drop widgets to reposition them.

Note: Under certain conditions, x-axis and value labels are not displayed under or on all the bars. For example, if a widget contains tight columns, due to the number of columns and the widget's space, labels are displayed under and on bars at fixed intervals.

To allow more labels to be displayed, widen the widget in the dashboard, or display the widget in full screen.

Duplicate a dashboard

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

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.