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Page excerpt:How to customize dashboard

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Dashboards in Orange Tracker

Select the "Dashboards" link from the top menu in Orange Tracker to see the list of dashboards you can currently view.   Select any of the dashboard pages listed to view that dashboard. 

Dashboards can be configured to display many different types of information, depending on your areas of interest.  For example, you could display the list of issues currently assigned to you in one or more projects, view recent activity in selected projects, display a pie chart of open issues broken down by component, list the  unassigned issues in a project, etc.

The information boxes on the dashboard are called Gadgets.  You can easily customize your dashboard by choosing a different layout, adding more gadgets, dragging the gadgets into different positions, and changing the look of individual gadgets.

You can also create more dashboard, share your dashboards with other people and choose your favorite dashboards, as described in Managing Multiple Dashboard Pages . Each dashboard  can be configured independently, as per the instructions below.

Setting Your Home Page to Dashboard

You can set the dashboard section to be your home page (the screen you see when you first log into Orange Tracker):

  1. Log into Orange Tracker
  2. Select your picture or profile in the upper right-hand corner of the top menu to display the "Profile" menu
    Profile Menu with My Jira Home option in drop-down menu
  3. Under the "My JIRA Home" section, select "Dashboard" to make it the default screen when you log into Orange Tracker.

If "dashboard" is set as your home page, then last dashboard you viewed in that browse under the "Dashboards" sections will display the next time you log into Orange Tracker. 

Creating a Dashboard

  • The "System Dashboard" that you see under "Dashboards" when you first start using JIRA is a "default" dashboard that has been configured by your JIRA administrator. You cannot edit the "System Dashboard"; but you can easily create your own dashboard, which you can then customize as you wish. To customize an existing dashboard that you like, you can copy and rename it and then customize the dashboard as needed. 

How to Create a Dashboard

If you are currently viewing a dashboard: 

  1. select the 'Tools' menu in the upper right-hand corner.
  2. Select either 'Create Dashboard' to create a blank dashboard, or 'Copy Dashboard' to create a dashboard that is based on the dashboard you are viewing.

If you are not currently viewing a dashboard:

  1. Select "Dashboards" from the top menu
  2. Select "manage dashboards"
  3. Select "Create new dashboard"

You now see the following screen:

Create New Dashboard screen with name, descriptions, start from, favorite, and shares fields

Fill in the following information on this screen:

  • Name – give the dashboard an appropriate name.  This name will be displayed in the "Dashboards" menu.
  • Description - describe what information will be displayed in this dashboard. 
  • Start From - select blank dashboard.
  • Favorite - select the star to make this dashboard one of your favorite dashboards.
  • Shares – displays who can see this dashboard.  By default, a new dashboard is not shared with anyone else.
  • Add Shares - if you want to share your dashboard with other people, you can add shares to the dashboard.    DO NOT SHARE THE DASHBOARD WITH EVERYONE - this makes the dashboard available even if you don't log into Orange Tracker (although the issues retrieved will not be viewable unless the person has permissions to view them).  If you want to share your dashboard with all Orange Tracker users (which includes students, faculty, staff, alumni, applicants, and non-SU users of Orange Tracker), select "group" and then enter "jira-users."    If you want to share your dashboard with a specific role within a Project, select "Project" and then the appropriate role.    Note that ":users" role for projects usually contains Jira-Users, which is anyone who can log into Orange Tracker.  If you are unsure of who is in a role, contact the department responsible for that project or email help@syr.edu.

 You can select the "My" link under the "manage dashboards" screen to view dashboards you have created.

Choosing a Dashboard Layout

  • To choose a different layout for your dashboard page (e.g. three columns instead of two) :
  1. At the top right of the Dashboard, click the Edit Layout link. A selection of layouts will be displayed:
  2. Click your preferred layout.

Add a Gadget

  1. At the top right of the Dahboard, click the Add Gadget link.
  2. A selection of gadgets will be displayed:
  3. Click the "Add it Now" button on your chosen gadget to add it to your dashboard.
  4. Click the "Close" button to return to your Dashboard.
  5. If the gadget you have selected requires configuration, you will be presented with the gadget's configuration page. Configure appropriately and click Save. Popular gadgetes include "Filter results", "My Open Issues", "Reported by Me," "Activity stream" and "Pie chart".

Video demonstration

Click the thumbnail below for a video demonstration of basic operations.

Sources and Relevant Links


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