Dashboard is a view which can contain multiple views with various data (for example, Tasks Dashboard can gather Tasks, Task Analytics and Task Analytics Charts views):
You can create multiple dashboards for any kind of data:
To create a new dashboard, click the Go To button and select the Dashboard icon:
In Dashboard Properties, enter the name for your dashboard:
Choose views you want to display on your dashboard and then click Ok to finish setting your Dashboard Properties.
Hint: You can display several Analytical views of the same type within the dashboard (for example, you can set two Task Analytics Charts which will show different aspects of the task analytics).
To set the dashboard layout, you need to click the Layout button:
To add a view to your dashboard, drag this view from Customization From and drop it to the dashboard area:
Tip: Use these special items available in Customization Form to lay out the views on your dashboard:
- Empty Space Item adds an empty space between two items on the dashboard
- Label creates a title area
- Separator adds a dotted line between two items
- Splitter divides two items
Right click on a view dropped to the dashboard area and use the contextual menu for customization:
Move the borders of a view to shrink or extend its size on the dashboard:
When your dashboard is created, its icon appears among other entities in the navigation menu and you can click this icon to access the dashboard: