Feature Availability:  Available for all plans

Benefits 

1. View both individual and team related work items in one place.
2. Get quick access to external pages.
3. Analyze individual project metrics using charts and KPIs.

Manage Dashboard

Create Custom Dashboard 

1. Navigate to the Home page in the left navigation panel.
2. Click the dashboard drop-down.
3. Click Create Custom Dashboard.
4. Enter the Dashboard Title, select the Dashboard Type, and select user access level from the drop-down.
5. Click Save.
   
   
   

Edit Dashboard Theme 

1. Navigate to the Home page in the left navigation panel.
2. Select a dashboard from the drop-down.
3. Click  in the upper-right corner of the page.
4. Select Background Themes from the context menu.
5. Click on any preferred theme.
   
   
   

Clone Dashboard 

1. Navigate to the Home page in the left navigation panel.
2. Select any dashboard from the drop-down.
3. Click  in the upper-right corner of the page.
4. Select Clone from the context menu.
5. Confirm your action.

Export Dashboard 

1. Navigate to the Home page in the left navigation panel.
2. Select any dashboard from the drop-down.
3. Click  in the upper-right corner of the page.
4. Select Export to PDF from the context menu.
5. Confirm your action.

Share Dashboard 

1. Navigate to the Home page in the left navigation panel.
2. Select any dashboard from the drop-down.
3. Click  in the upper-right corner of the page.
4. Select Share from the context menu.
5. Select one or more users and set access level from the drop-down.
1. Full Access: Users can view, create, manage and share the dashboard.
2. Editor: Users can view and modify dashboard widgets but cannot delete or share the dashboard.
3. Viewer: Users can only view the dashboard.
6. Click Save.

Delete Dashboard 

1. Navigate to the Home page in the left navigation panel.
2. Select any dashboard from the drop-down.
3. Click  in the upper-right corner of the page.
4. Select Delete from the context menu.
5. Confirm your action.

Manage Widgets

Create a Widget 

1. Navigate to the Home page in the left navigation panel.
2. Select a preferred dashboard from the drop-down.
3. Click Add Widget in the upper-right corner of the page.
4. Select a widget type
1. Chart - Report-like widgets to visually represent project trends.
2. Numbers(KPI) - A compact widget to display a single metric at a glance.  
3. Embed URL - A widget that displays external web content directly within the dashboard using a URL link.
5. Click Create Widget.
6. Enter the widget name.
7. Configure the Report Settings, Plot Options and Criteria.
8. Click Apply.
   
   
   

If the portal is integrated with Zoho Analytics, the reports and dashboards from the Zoho Analytics workspace can be added as widgets. 

Add Widget from Gallery

1. Navigate to the Home page in the left navigation panel.
2. Select a preferred dashboard from the drop-down.
3. Click Add Widget in the upper-right corner of the page.
4. Select a widget type
1. Chart - Report-like widgets to visually represent project trends.
2. Numbers(KPI) - A compact widget to display a single metric at a glance.  
3. Embed URL - A widget that displays external web content directly within the dashboard using a URL link.
5. Hover over a preferred widget and click Use this. 
   
   
   

Edit Widget 

1. Navigate to the Home page in the left navigation panel.
2. Select a preferred dashboard from the drop-down.
3. Hover over a widget and click 
4. Select Edit and update the necessary fields.
5. Click Apply.
6. Click  to filter widget based on criteria.
7. Click   to view the widget in full screen.
8. Click and drag the edges of the widget to resize it.

Clone Widget 

1. Navigate to the Home page in the left navigation panel.
2. Select a preferred dashboard from the drop-down.
3. Hover over a widget and click 
4. Select Clone and confirm your action.
   
   
   

Delete Widget 

1. Navigate to the Home page in the left navigation panel.
2. Select a preferred dashboard from the drop-down.
3. Hover over a widget and click 
4. Select Delete and confirm your action.