Managing Multiple Dashboard Pages

Managing your Dashboard

The 'Manage Dashboards' page allows you to view and configure dashboard pages that you have created, as well as work with dashboard pages that other users have shared with you.

1. At the top left of the dashboard, click the down-arrow on the 'Dashboards' tab and select 'Manage Dashboard' from the drop-down menu.
2. The 'Manage Dashboards' page will display. From this page, you can:
   • Create a new dashboard page.
   • Add a dashboard page as a favourite.
   • Share a dashboard page that you have created, with other users.
   • Search for dashboard pages that has been created by you or shared with you by other users.
   • Configure an existing dashboard or edit an existing dashboard's details of a dashboard that you have created.
   • Copy a dashboard page that has been created by you or shared with you by other users.
   • Delete a dashboard page that you have created.

Click the above links for further details on each function.

You can also re-order your dashboard pages on this page, by using the arrow icons:

Creating new Dashboard Pages

To create a new dashboard page please follow these steps:

1. At the top left of the dashboard, click the down-arrow on the 'Dashboards' tab and select 'Manage Dashboard' from the drop-down menu. The 'Manage Dashboards' page will display. This page lists all currently configured dashboard pages.
2. Click the 'Create new dashboard' link. The 'Create new dashboard' page will display.
   
   
   
   Provide a name for the new dashboard page and optionally enter a short description. You can also choose an existing page as a starting point for the new page. This means that the configuration of the existing page will be duplicated for the newly created page. Alternatively, if you would like to create a page with no gadgets, leave the 'Blank dashboard' option selected.
3. Your new dashboard page will be added as a 'favourite' dashboard page by default upon creation, which means that it will display as a tab on your JIRA dashboard. If you do not wish to display this dashboard page as a tab on your JIRA dashboard, deselect the star icon. You can add the dashboard page as a favourite after it has been created. Read more about adding an existing dashboard page as a favourite.

4. The sharing of your new dashboard page depends on your sharing preference in your user profile. If you have not specified a personal preference, then the global default for sharing will apply (i.e. 'Private', unless changed by your JIRA Administrator under 'User Defaults' in the Administration menu). If you wish to change the sharing of your dashboard page, refer to the instructions on sharing dashboard pages below.

   Please note, you need the 'Create Shared Object' global permission to be able to share your dashboard page. If you cannot see any dashboard sharing functionality, contact your JIRA Administrator to be granted this permission.

5. Click the 'Add' button. Your new page will be listed under the 'My' tab of the 'Manage Dashboards' page. If you selected the new dashboard page as a favourite, it will also appear under the 'Favourite' tab and will be displayed as a tab on your JIRA dashboard.
6. You can now customise your new dashboard page, and add gadgets to it, as described in Customising the Dashboard.

Displaying a Dashboard Page on your Dashboard ('Favourite Dashboards')

Dashboard pages that you have created, or that have been shared by other people, can be added as a 'favourite'. This means that the dashboard page will appear as a tab on the left side of your browser window, when viewing your JIRA dashboards. There is no restriction on the number of dashboards that you can add as a 'favourite' and each of these will appear on an individual tab when viewing your JIRA dashboards.

To add an existing dashboard page to your dashboard:

1. At the top left of the dashboard, click the down-arrow on the 'Dashboards' tab and select 'Manage Dashboard' from the drop-down menu.
2. The 'Manage Dashboards' page will display. Locate the dashboard page that you wish to display on your dashboard. If you created the dashboard, it will be listed under the 'My' tab, otherwise you can searchfor dashboards shared by other users via the 'Search' tab.
   • Your favourite dashboards are shown with a yellow star.
   • Dashboards that are not currently your favourites are shown with a grey star.
3. Click the grey star icon next to the name of the desired dashboard page to add it as a favourite. The dashboard page will be displayed on your main dashboard.
   
   

Please note, if you have added another user's shared dashboard as a favourite and a gadget(s) is not displaying correctly, the gadget(s) may be using an issue filter that is not shared with you. You will need to contact the author of the issue filter to change the filter sharing.

To remove a dashboard page from your dashboard:

1. At the top left of the dashboard, click the down-arrow on the 'Dashboards' tab and select 'Manage Dashboard' from the drop-down menu.
2. The 'Manage Dashboards' page will display. Locate the dashboard page that you wish to remove from your dashboard under the 'Favourites' tab.
3. Click the star icon next to the name of the dashboard page. The dashboard page will be removed from your main dashboard.

Please note, if you do not have any dashboard pages added as favourites, the default dashboard will be displayed on your dashboard with an error message. You can choose to keep the default dashboard displayed on your dashboard, but you will need to add it as a favourite to stop the error message from showing. You may need to search for the 'System Default' dashboard to add it as a favourite.

Sharing Dashboard Pages

JIRA also allows you to share any dashboard pages that you have configured. Dashboard pages can be shared with other users via user groups, projects and project roles. Dashboard pages can also be shared globally. Sharing a dashboard page allows other users to display it on their JIRA dashboard, by selecting it as a favourite.

Please note, you may need to review the sharing permissions for any issue filters used in portlets on your shared dashboard. If another user adds your dashboard as a favourite, but cannot access a filter for a portlet, then the portlet will display with an error message.

To share an existing dashboard page to the dashboard, please follow these steps:

1. At the top left of the dashboard, click the down-arrow on the 'Dashboards' tab and select 'Manage Dashboard' from the drop-down menu.
2. The 'Manage Dashboards' page will display. Locate the dashboard page that you wish to display on your dashboard under the 'My' tab and click the 'Edit' link for the dashboard in the 'Operations' column.
3. The 'Edit Dashboard' page will display. Select the group, project or project role that you want to share the dashboard with, or share it with all users, if you wish. Click the 'Add' link to add the share. You can add further share permissions if you wish.

4. Click the 'Update' button to save your changes.
   
   

   Please note, you be able to share your dashboard only with the groups that you are member of.

Finding an existing Dashboard Page

Dashboard pages that you have created or have been shared by other users, can be found via the dashboard Search function of the 'Manage Dashboards' page. If it is a popular dashboard (i.e. added as a favourite by many users), you can also locate it on the 'Popular' tab of the 'Manage Dashboards' page which lists the top twenty most popular dashboards.

To search for an existing dashboard page, please follow the steps below:

1. At the top left of the dashboard, click the down-arrow on the 'Dashboards' tab and select 'Manage Dashboard' from the drop-down menu.
2. Click the 'Search' tab. The dashboard Search will display. Enter your search criteria and click 'Search' to run the search.
3. Your search results will be displayed on the same page. You can sort the search results by any of the columns, by clicking the column headers. Click the name of any dashboard page to temporarily display it on your dashboard (i.e. it will be removed from your dashboard when you navigate away). To keep the dashboard page as a tab on your dashboard, click the 'add it as a favourite' link.
   
   

Editing an existing Dashboard Page's details

You can always update the details, i.e. Name, Description, Sharing, Favourite, of an existing dashboard page after its creation. Please note that you can only update the details of dashboard pages which you have created.

To update the details of one of your existing dashboard pages, please follow the steps below:

1. At the top left of the dashboard, click the down-arrow on the 'Dashboards' tab and select 'Manage Dashboard' from the drop-down menu.
2. The 'Manage Dashboards' page will display. Locate the dashboard page that you wish to update and click the 'Edit' link for the dashboard in the 'Operations' column.
3. The 'Edit Dashboard' page will display. Update the details of the dashboard page as desired. If you wish to change the sharing or favourite settings for the dashboard page, refer to the relevant instructions above.
   
   
   
   
4. Click the 'Update' button to save your changes.

Copying an existing Dashboard Page

You can make a copy of an existing dashboard page (created by you or shared with you), which creates a new dashboard page with the same gadget configuration as the existing dashboard page.

To update the details of one of your existing dashboard pages, please follow the steps below:

1. At the top left of the dashboard, click the down-arrow on the 'Dashboards' tab and select 'Manage Dashboard' from the drop-down menu.
2. The 'Manage Dashboards' page will display. Locate the dashboard page that you wish to copy and click the 'Copy' link for the dashboard in the 'Operations' column.
3. The 'Create New Dashboard' page will display. Update the details of the dashboard page as desired. If you wish to change the sharing or favourite settings for the dashboard page, refer to the relevant instructions above.
   
   
   
   
4. Click the 'Add' button to save your changes.

Deleting an existing Dashboard Page

Please note that you can only delete dashboard pages that you created.

To delete a dashboard pages, please follow the steps below:

1. At the top left of the dashboard, click the down-arrow on the 'Dashboards' tab and select 'Manage Dashboard' from the drop-down menu.
2. The 'Manage Dashboards' page will display. Locate the dashboard page that you wish to copy and click the 'Delete' link for the dashboard in the 'Operations' column.

3. A confirmation message box will appear. This message will also inform you if (and how many) other users have selected this dashboard as a favourite. If you wish to continue with the deletion, click the 'Delete' button. Otherwise, click the 'x' in the top right of the message box to cancel this action.
   
   

   Be aware that deleting a dashboard which other users have marked as a favourite will prevent these users from accessing that dashboard in future.

Managing Other User's Shared Dashboards

A shared dashboard is a dashboard whose creator has shared that dashboard with other users. Refer to Sharing Dashboard Pages above for details. When a shared dashboard is created by a user, that user:

• Initially 'owns' the shared dashboard.
• Being the owner, can edit and modify the shared dashboard.

If you have the 'JIRA Administrators' global permission, you can manage shared dashboards that were created by other users.

To access the 'Shared Dashboards' feature:

1. Ensure that you are logged in as a user with the JIRA Administrators global permission.
2. On the top navigation bar, click the 'Dashboards' dropdown and select 'Shared Dashboards' from the list.
3. See Managing Shared Dashboards in the JIRA Administrator's Guide.