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.
   
4. Manage email alias. 

Manage Dashboard

Create Custom Dashboard 

1. Navigate to the Projects Tab in the left navigation panel. 
   
2. Go to your project and click Dashboard in the top band.
   
3. Click the dashboard drop-down.
4. Click Create Custom Dashboard.
5. Enter the Dashboard Title, select the Dashboard Type, and select user access level from the drop-down.
6. Click Save.
   
   
   
   

Edit Dashboard Theme 

1. Navigate to the Projects page in the left navigation panel.
   
2. Go to your project and click Dashboard in the top band.
3. Select a dashboard from the drop-down.
4. Click  in the upper-right corner of the page.
5. Select Background Themes from the context menu.
6. Click on any preferred theme.
   
   

Clone Dashboard 

1. Navigate to the Projects page in the left navigation panel.
   
2. Go to your project and click Dashboard in the top band.
3. Select any dashboard from the drop-down.
4. Click  in the upper-right corner of the page.
5. Select Clone from the context menu.
6. Confirm your action.

Export Dashboard 

1. Navigate to the Projects page in the left navigation panel.
   
2. Go to your project and click Dashboard in the top band.
3. Select any dashboard from the drop-down.
4. Click  in the upper-right corner of the page.
5. Select Export to PDF from the context menu.
6. Confirm your action.

Share Dashboard 

1. Navigate to the Projects page in the left navigation panel.
   
2. Go to your project and click Dashboard in the top band.
3. Select any dashboard from the drop-down.
4. Click  in the upper-right corner of the page.
5. Select Share from the context menu.
6. 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.
7. Click Save.

Delete Dashboard 

1. Navigate to the Projects page in the left navigation panel.
   
2. Go to your project and click Dashboard in the top band.
3. Select any dashboard from the drop-down.
4. Click  in the upper-right corner of the page.
5. Select Delete from the context menu.
6. Confirm your action.

Manage Widgets

The widgets showcase the status of the team in the best possible way. You can reposition widgets, change the chart type, and access data quickly in the dashboard. You need permission to view the respective module to view the widgets on the dashboard.

Create a Widget 

1. Navigate to the Projects page in the left navigation panel.
   
2. Go to your project and click Dashboard in the top band.
3. Select a preferred dashboard from the drop-down.
4. Click Add Widget in the upper-right corner of the page.
5. 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.
6. Click Create Widget.
7. Enter the widget name.
8. Configure the Report Settings, Plot Options and Criteria.
9. Click Apply.
   
   
   

Add Widget from Gallery

1. Navigate to the Projects page in the left navigation panel.
   
2. Go to your project and click Dashboard in the top band.
3. Select a preferred dashboard from the drop-down.
4. Click Add Widget in the upper-right corner of the page.
5. 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.
6. Hover over a preferred widget and click Use this. 
   
   
   

Edit Widget 

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

Clone Widget 

1. Navigate to the Projects page in the left navigation panel.
   
2. Go to your project and click Dashboard in the top band.
3. Select a preferred dashboard from the drop-down.
4. Hover over a widget and click 
5. Select Clone and confirm your action.
   
   
   

Delete Widget 

1. Navigate to the Projects page in the left navigation panel.
   
2. Go to your project and click Dashboard in the top band.
3. Select a preferred dashboard from the drop-down.
4. Hover over a widget and click 
5. Select Delete and confirm your action.