Configuring custom dashboards

If your team needs more than just the default system dashboard, you can create custom dashboards to track work with a different set of gadgets or to be shared as a wallboard slideshow with certain teams.

How to create a custom dashboard

  1. Click Dashboards > Manage Dashboards.
  2. Click Create new dashboard
  3. Enter the details for the dashboard as needed.

Note that when you create a custom dashboard, you may not find the default system dashboard from the Dashboards menu in the header anymore. This is because only dashboards marked as favorite show up in the Dashboards menu.

How to edit the details of a custom dashboard

  1. Click Dashboards > Manage Dashboards.
  2. Click My to display the custom dashboards that you own.
  3. Click the cog icon for the dashboard > Edit.
  4. Edit the details of the dashboard as needed.

How to copy a custom dashboard

Copying a custom dashboard is useful if you want to create a new dashboard that's based on the details of an existing dashboard.

  1. Click Dashboards > Manage Dashboards.
  2. Click My to display the custom dashboards that you own.
  3. Click the cog icon for the dashboard > Copy.
  4. Update the details of the copied dashboard as necessary. Note that the copied dashboard starts from the source dashboard that you're copying it from.

How to delete a custom dashboard

  1. Click Dashboards > Manage Dashboards.
  2. Click My to display the custom dashboards that you own.
  3. Click the cog icon for the dashboard > Delete.

How to mark a dashboard as favorite

To mark a custom dashboard or the default system dashboard as favorite:

  1. Click Dashboards > Manage Dashboards.
  2. Click Search.
  3. Enter the details of the dashboard you're marking as favorite, and click Search.
  4. In the search results, locate the dashboard, and click the star icon for it. Note that a dashboard is marked as favorite with a dark star.

How to add a gadget to a custom dashboard

  1. Click Dashboards > Manage Dashboards.
  2. Click Search to find your dashboard. 
  3. Click Add gadget. To view all available gadgets, click Load all gadgets.
  4. Click Add gadget for the gadget you want to add.

How to edit the layout of a custom dashboard

  1. Click Dashboards > Manage Dashboards.
  2. Click Search to find your dashboard. 
  3. Click Edit Layout. Select a layout for your default system dashboard.

How to view a custom dashboard as a wallboard

  1. Click Dashboards > Manage Dashboards.
  2. Click Search to find your dashboard. 
  3. Click Tools > View as Wallboard

How to set up and view a custom wallboard slideshow

You can only set up and view a wallboard slideshow if you already have multiple custom dashboards set up. After creating custom dashboards, to set up a wallboard slideshow of your dashboards:

  1. Click Dashboards > Manage Dashboards.
  2. Click My to display the custom dashboards that you own.
  3. Click any of the custom dashboards.
  4. To set up a wallboard slideshow of your dashboards, click Tools > Set Up Wallboard Slideshow.
  5. In the Setup Wallboard Slideshow window, configure the settings for your wallboard slideshow as needed, and then click Done.
  6. To view the wallboard slideshow of your dashboards, click Tools > View Wallboard Slideshow.
Last modified on Sep 28, 2017

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