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JIRA allows you to configure more than one dashboard page. Each dashboard page can be configured independently, allowing you to neatly organize related information by context. You can also share your dashboard pages with other users, as well as adding dashboards shared by other users as favorites.

You can view a dashboard page by simply clicking its name.

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: 

Click the above links for further details on each function.

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

Move a dashboard up

Click the up arrow for the dashboard that you wish to move.

Move a dashboard down

Click the down arrow for the dashboard that you wish to move.

Move a dashboard to the top of the list

Click the curly up arrow for the dashboard that you wish to move.

Move a dashboard to the bottom of the list

Click the curly down arrow for the dashboard that you wish to move.

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 'favorite' 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 favorite after it has been created. Read more about adding an existing dashboard page as a favorite.
  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 favorite, it will also appear under the 'Favorite' tab and will be displayed as a tab on your JIRA dashboard.
  6. You can now customize your new dashboard page, and add gadgets to it, as described in Customizing the Dashboard.

Displaying a dashboard page on your dashboard ('Favorite Dashboards')

Dashboard pages that you have created, or that have been shared by other people, can be added as a 'favorite'. 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 'favorite' 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 search for dashboards shared by other users via the 'Search' tab.
    • Your favorite dashboards are shown with a gray star.
    • Dashboards that are not currently your favorites are shown with the outline of a star.
  3. Click the gray star icon next to the name of the desired dashboard page to add it as a favorite.

Please note, if you have added another user's shared dashboard as a favorite 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 'favorites' 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 favorites, 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 favorite to stop the error message from showing. You may need to search for the 'System Default' dashboard to add it as a favorite.

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 favorite.

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 favorite, 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 are 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 favorite 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 favorite' link.

Editing an existing Dashboard Page's details

You can always update the details, i.e. Name, Description, Sharing, favorite, 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 favorite 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 favorite 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

(info) 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 favorite. 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 favorite 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.

13 Comments

  1. Anonymous

    Hi, I created a Dashboard and I want to share it with people and also want other people to be able to edit it and add or modify more stuff into the dashboard. Is there any possibility to do this?

    In the documentation I am only seeing that you can edit a dashboard that you have already created.

    Thanks!

    Eugenia.

    1. Hi Eugenia,

      As explained at the top of the Managing Shared Dashboards page, unfortunately only the owner of a shared dashboard (which is initially the creator of the dashboard) is able to edit that dashboard and only a JIRA administrator can change the ownership of shared dashboards.

      To make this information more visible, however, I've reiterated this information in the relevant section entitled Managing Other User's Shared Dashboards on this page.

      Having said that, you may be interested in the following JIRA improvement requests, which you should vote on if you haven't already done so:

      Cheers,

      Giles.

  2. Hi

    I have dashboard which holds multiple gadgets and each gadget is of type filter results. This is very useful to see the results of multiple issue filter in one view.

    I want to send this as a email. I am aware we can subscribe to issue filter. But I want have result of multiple issue filter in one email. So I was thinking of having another button besides "Add Gadget" button called "Email Reports". 

    My question is can we add a button to the said location and also is it possible to extract the gadgets in the dashboard and get hold of the issue filter in each gadget.

    Thanks

  3. Anonymous

    Not sure if you are still having this issue... but I got this when I tried to have confluence and JIRA linked together..

    They need to application trusting and OAuth enabled. This resolved it for me...

    Darren

     

  4. Anonymous

    I am using dashboards quite extensively..

    I have added a couple of custom field to the issue screens, when using dashboard I can see one custom field in the drop-down but not others.. How can I add the custom fields to the drop-down list on the dashboard gadgets.. ? 

    thanks!!

  5. We have some dashboard variations depending on the User's role within the Company. Are there any plans to make it possible to auto 'favorite' a dashboard for users within a pre-defined group? This feature would be very helpful. 

  6. Anonymous

    How can I share the private filter?

  7. Anonymous

    Background for the above query is:

    Actually, I have created the local user, so that multiple users can edit the Dashboard. However we are unable to share the dashboard now which has been created with the local user credentials.

    Tried with local user logged in and JIRA Admin Logeed in as well.

    Please suggest on it ASAP.

    Thanks in advance!

     

     

     

  8. mac

    Has this been covered??

    Thanks


    Darren

  9. Using JIra 6.2.3

    I am not seeing a shared dashboards option, only Manage Dashboards. We are not finding any way to edit dashboards owned by someone else anywhere.

  10. We are using JIRA v6.2 (#6252-sha1:aa34325), I'm the owner of a dashboard and the filters associated with it, but I can't edit gadgets and layout anymore for the last couple of days. I am administrator and have the appropriate user rights to Create Shared Objects. What else could go wrong ? 

  11. Since the list of favorite dashboards is visible in the drop-down list under the Dashboards link, users are requesting that the list of favorite dashboards in the left-hand column be hidden/removed so they can have more space. Is there a way to do this?

  12. Need to have share option of dashboard with edit permissions for specific users instead of group. Otherwise people will end up in creating multiple dashboards. Would request to take it as feature it will be quite helpful.