A Dashboard in Targetprocess is a single page that groups a set of widgets, views, and reports. A Dashboard provides a brief overview of the current state of progress at various levels.
Dashboards are great for tracking progress on various levels. For example, you can create a Dashboard that shows the progress of several projects, a Dashboard to track QA, or a Dashboard handle Help Desk activities. In the Usage Cases section we will reveal some more detailed scenarios.
Create Dashboard and set layout
Dashboard creation is similar to standard view creation. Click on +Create at the bottom left corner and select the Dashboard option from the menu:
You will now see an empty dashboard:
A two-column layout is selected by default, but you can switch to a three or four-column layout. It’s safe to switch to another layout; all widgets will be preserved on the Dashboard.
Only column layout is supported for Dashboards. If you need some advanced layout, let us know, and we’ll consider this for future improvements.
Dashboard Access levels
You can set the access level from the Access tab. There are three options, just like with views:
- Private. If the Dashboard is only for you, then make it private. This will make it invisible to all other users.
- Public. Only an admin can make public Dashboards. Public Dashboards are visible to all users in your organization.
- Team/Project. You may want to have a dashboard for a specific Team or Project. In this case, just use the custom sharing option and select the relevant groups.
A Dashboard is useless without widgets, so we have plenty of them. You can add the same widget to a Dashboard several times. For instance, let's say that you want to see Burndown charts for two iterations at the same time. Just add two Burndown chart widgets to a Dashboard and select different iterations from the widgets’ settings.
To add a widget, click the Widgets tab to see all your options:
To add a widget to a Dashboard, find the required widget and click the large green + button. By default, the new widget will be positioned in an empty column and Targetprocess will try to fill any empty spaces efficiently. You can always reposition widgets later using drag and drop.
When you are done, click on Finish setup at the top right corner.
Now you can see a Dashboard with some widgets:
Actions you can perform on widgets:
- Remove a widget from the Dashboard. Click on the trash can icon to do this. You can always add it again from the widget library.
- Change widget settings. For example, changing the filter in a List widget. Click on the cogwheel icon to see a widget's available settings.
- Rename a widget. Double click on a widget’s name to rename it.
- Move a widget. Drag a widget by its title and move it into the desired position.
A detailed review of widgets is available here.
There are many different use cases for Dashboards. You will likely up creating many dashboards that serve different needs. Here are some examples that might be useful for you.