AgileApps Support Wiki Pre Release

Difference between revisions of "Working with Dashboards"

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Pages can be customized by title, number of columns, which widgets appear, and who has permission to view and/or change the page. You can create multiple Dashboards, and designate different [[Visibility|visibility and sharing rights]] for each one.  
Pages can be customized by title, number of columns, which widgets appear, and who has permission to view and/or change the page. You can create multiple Dashboards, and designate different [[Visibility|visibility and sharing rights]] for each one.  
===Set a Default Dashboard===
#Go to the '''Dashboard''' tab.
# In the sidebar, choose a Dashboard.<br>The dashboard name is highlighted, and a down arrow appears.
# Click the down arrow ([[File:DownArrowIcon.png]]).
# Click '''Make this My Default View'''


===Create a Dashboard===
===Create a Dashboard===
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#* [[Visibility Control]] - Who can view the dashboard
#* [[Visibility Control]] - Who can view the dashboard
#Click '''[Save]'''
#Click '''[Save]'''
===Set a Default Dashboard===
#Go to the '''Dashboard''' tab.
# In the sidebar, choose a Dashboard.<br>The dashboard name is highlighted, and a down arrow appears.
# Click the down arrow ([[File:DownArrowIcon.png]]).
# Click '''Make this My Default View'''


===Edit a Dashboard===
===Edit a Dashboard===

Latest revision as of 00:40, 15 May 2014

Pages can be customized by title, number of columns, which widgets appear, and who has permission to view and/or change the page. You can create multiple Dashboards, and designate different visibility and sharing rights for each one.

Create a Dashboard

You can add a new dashboard in any application. You can determine the Users, Teams and Roles who have viewing rights. You can create any number of dashboards, and designate different visibility and sharing rights for each one.

To create a dashboard:

  1. Go to the Dashboard tab
  2. Click [New Dashboard]
  3. Specify:
    • Title - The title of the dashboard
    • Layout - Choose a one, two or three column layout
    • Visibility Control - Who can view the dashboard
  4. Click [Save]

Set a Default Dashboard

  1. Go to the Dashboard tab.
  2. In the sidebar, choose a Dashboard.
    The dashboard name is highlighted, and a down arrow appears.
  3. Click the down arrow (DownArrowIcon.png).
  4. Click Make this My Default View

Edit a Dashboard

The Dashboard can be easily customized to:

  • Change the Number of Columns
  • Add or Delete Widgets
  • Move or Minimize Widgets

To edit a dashboard:

  1. Select the dashboard in the sidebar
  2. Click the down arrow next to the dashboard in the sidebar
  3. Click Edit
  4. Click [Save]

Remove a Dashboard

  1. Select the dashboard in the sidebar
  2. Click the down arrow next to the dashboard in the sidebar
  3. Click Remove.
    A confirmation dialog appears.
  4. Click [OK]

Warn.png

Important:
Once a dashboard is deleted, it cannot be recovered.