Add, Edit, and Delete Dashboards

Manage Dashboards

Dashboards and their filters are specific to each project.

Adding, Editing, and Deleting Dashboards

To do any of these things, click the More icon (vertical ellipsis) in the upper right, and select Dashboard.

  • Edit - Allows you to change the dashboard name and description.

  • Share - See the next section below.

  • Delete - You are prompted to confirm because you cannot undo or restore a deleted dashboard

  • Add - Enables you to create another dashboard that can optionally include the Work Completed and/or Work Remaining widgets in small or large sizes, or to copy and then modify an existing dashboard.

In any project, these things are accessible to the users or shared with them by default:

  • Imported data

These things can be shared:

  • Dashboards

These things are never shared:

  • Your own unshared dashboards.

When you make a custom dashboard, you can now share it with colleagues in the same project. When you receive a shared dashboard, you can:

  1. Select More > Dashboard > Add.

  2. Modify the dashboard widgets.

  3. Select More > Dashboard > Edit.

  4. In the Name field, enter a name that will be easily identifiable when you share the dashboard with colleagues. This name will not be editable by anyone but the creator once the dashboard is shared.