How to create a dashboard in Jira

Ever wondered how to create a dashboard in Jira? You can create your own dashboard or share a dashboard with your team by adding permissions for specific users, groups or project roles to access your dashboard. The first step will be to create a filter. The filter will be specific information you may require. Dashboards work well if you need a specific view or information on a certain project.

Step 1

Click on the Issue dropdown and select search for issues highlighted in blue.

Step1 How to create a dashboard in Jira

Step 2

Type in the filter you want to create and view. This specific view is the advanced view for more complex filters but you can change it to switch to Basic search if the filter is not being too complex or you are new to creating filters. When done click on the Save As button.

Step2 How to create a dashboard in Jira

Step 3

Enter a filter name for your filter that you are about to save.

Step3 How to create a dashboard in Jira

Step 4

Your filter has been saved and will appear on the left hand side under Favorite Filters. You have successfully created a filter. The next step will be to create a Dashboard.

Step4 How to create a dashboard in Jira

Step 5

Click on the Dashboard dropdown button. And select manage Dashboards, highlighted in blue.

Step5 How to create a dashboard in Jira

Step 6  

Click on Create a new dashboard.

Step6 How to create a dashboard in Jira

Step 7

You will see this screen.

Step7 How to create a dashboard in Jira

Step 8

You will have to add a name as this field is mandatory. The description field is not mandatory. Leave the field ‘start from’ as blank on the dashboard. You can share this dashboard by selecting from the field Add shares. Here you can select from the dropdown with who you would like to share the dashboard with. Then click add. You do not have to share a dashboard. When you have entered your name you can just click on the button add.

Step8 How to create a dashboard in Jira

Step 9

Once you have completed it click on the button add.

Step9 How to create a dashboard in Jira

Step 10

Click on your dashboard that you have created. In this case we will click on Test dashboard.

Step10 How to create a dashboard in Jira

Step 11

Once on this view you can add either a single dashboard or multiple different dashboards. Click on add a new gadget.

Step11 How to create a dashboard in Jira

Step 12

From here you can select gadgets you wish to add to your dashboard view.

Step12 How to create a dashboard in Jira

Step 13

Once you have selected the gadget you want to add. Click on the button Add it now. We have selected the pie chart, as illustrated below.

Step13 How to create a dashboard in Jira

Step 14

Once you have selected your dashboard/s you will need to link your dashboard to a filter. Click on the advanced search.

Step14 How to create a dashboard in Jira

Step 15 

Click on the filter you need to link with the gadget you have selected.

Step15 How to create a dashboard in Jira

Step 16

On the field Statistic type dropdown select the field you wish to see. This will determine what will be displayed on your gadget. Once selected click on the save button. On the button left hand side.

Step16 How to create a dashboard in Jira

Step 17

Your dashboard will now appear with the necessary information you have opted for.

Step17 How to create a dashboard in Jira


BY: CHRIS, SCRUM MASTER AT INFOWARE STUDIOS


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