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How to customize dashboard

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

How to Create a Blank 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:

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

Choosing a Dashboard Layout

  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".

Some Helpful Links

Video demonstration

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

Sources and Relevant Links

Atlassian User's Guide

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