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About The Dashboard

Dashboard is a customizable environment that displays information through a set of widgets. Dashboards are created per workspace or application. A dashboard has the same security permissions as the application it belongs to.

A configured dashboard

You can also create personal dashboards — dashboards which will be saved in the My Desktop area. A user can make a personal dashboard public. By default, each user has their own personal My Dashboard with a pre-configured pie chart showing a user’s active tasks filtered by status.

Default widget in My Dashboard

To create a dashboard:

1. In My Desktop click on the Dashboard tab.

2. Click the New Dashboard button in the Ribbon.

3. Select an application where you want to save the list or dashboard, specify a dashboard name and visibility settings: selecting the Add to Favorites check box will add this dashboard to the Favorites area in My Desktop, selecting the Make Public check box will make this dashboard accessible to other users.

4. Click the Save button in the Ribbon. Now you can add widgets to the dashboard.