What dashboards are for
In the Dashboards section, you can create an unlimited number of dashboards. Dashboards can be useful primarily for displaying indicators on various screens and panels in the office. Thus, for example, employees of a particular department will always see the current state of affairs in the department, which affects the increase of group responsibility.
The dashboard can also be set up for personal use by a manager. For example, a department head can display key metrics of the subordinate department heads and see the big picture and bottlenecks on one screen.
How to configure the dashboard
To create and configure your dashboard, you just need to add the desired widgets to it. This is done by clicking the "Add Widget" button. In the window that pops up, you can select the metrics you want, and you can also select the iframe option (about it a bit further).
If you do not have "Add widget" button, make sure that you are the owner of the dashboard (only the owner can edit his dashboard) and that you have metrics available (you or your subordinates must have metrics assigned).
Note: when you add a widget, you are adding a metrics-employee mapping. One metric will have different values for different employees. Therefore, if, for example, you have changed employee on positions - you need to delete old widgets on the dashboard and add new ones (as old widgets will display values of previous owner).
Output data from other systems
If you want the dashboard to display data from another system (e.g. Google Table), you can add an iframe window to the dashboard, where you specify a link to the table.
After adding a link in the widget's settings, the window will display data from the page on that link. An example of how the dashboard will look if you add a table.
Similarly, you can add a widget with data from other systems, if, for example, some of the metrics you want to load from the outside.
After adding widgets, you can sort them in any order you want.
The dashboard is built as an invisible grid. Each widget occupies a certain number of columns and rows (this is visible in the widget settings):
You can edit the total number of columns in a row to adjust the size of the widgets. For example, if you have widgets that are 4 cells wide, then adjusting the number of columns to 12 will add 3 columns in a row (3*4 = 12):
If you do not want to show metrics values publicly (when displayed somewhere in the office), then each widget has a setting "Hide left scale", so only the graph will be visible:
And additionally the dashboard can be put into demonstration mode (also for displaying somewhere on the screen), which hides the left menu:
Access to the dashboard can be given to all employees at once, or to specific positions. By default, only the owner of the dashboard has viewing access. Editing access always remains with the owner of the dashboard (we will add the ability to transfer it later).
If you want to transfer the dashboard to another employee, open the access settings and select the desired employee in the "Owner" field.
After this action, you will lose access to the dashboard (unless you have access to view and edit all dashboards).
The project owner and employee with access to dashboard administration can see all dashboards grouped into folders.
- Favorite Dashboards - the ones you have marked as favorites
- My Dashboards - all the dashboards you have created.
- Dashboards given to me - all dashboards that you have been given access to.
- The others - dashboards of all company employees except for those in the folders above
The search by dashboards works both by the name of the dashboard and by the last name of its owner. For example, if you enter an employee's last name, you will see a list of all his/her dashboards