Dashboards

Dashboards are spaces where we group and organize the widgets we need for our work.

Creating a Dashboard

Similar to workspaces, there are two ways to create a dashboard:

In the menu of our workspace, click on the ‘+ Dashboard’ button.
Access the workspace and dashboard menu, select your workspace, and click on the ‘+’ button.

Dashboard Configuration

You can:

Give it a name and description and configure the card that will be displayed in the workspace.
Choose an identifying icon, either from our icon catalog or by uploading one from your computer.
Add an image and/or background color.
Configure the behavior of your widgets within the dashboard: - Set the refresh interval that will be applied to all widgets. By default, the value is “MANUAL,” and it will only refresh through user interaction with the dashboard. - Set the minimum dimensions for widgets contained in the dashboard.

Once the website is created, it will display a blank dashboard where you can add all the widgets you need.

It also contains a side menu from which you can access the various wizards you added when creating the workspace (under the “ACTIONS” tab) as well as the dashboard’s own actions:

Some of the actions you can perform include:

Add widget: Puts the dashboard in editing mode and opens the widget selection panel.
Reload: Refreshes all widgets contained in the dashboard.
Fullscreen: Displays the dashboard in full-screen mode.
Capture screen: Takes a screenshot of the dashboard.
Edit: Edit the dashboard to add widgets.
Configuration: Opens the dashboard editing wizard.
Delete: Deletes the dashboard.

The rest of the actions, such as Share, Clone, Move, Information, are explained below.

The “Save as template” action is explained in the “Templates” section.

Export/Import a Dashboard

The website has the capability to export and import dashboards.

Export

In the dashboard’s actions menu, select the “Export dashboard” option.
A panel will appear that allows you to export a dashboard in zip format. It will contain a JSON file with the dashboard’s configuration that you can later import into a workspace.

Import

In the options menu of the workspace where you want to load the dashboard, select the “Import dashboard” option.
A panel will appear that allows you to import a dashboard.

You can share your dashboards with other users within your own organization.

In the dashboard’s actions menu, select the “Share” option.
Choose whom you want to share the dashboard with: a single person within your organization or with your entire organization. From here, you can also stop sharing the dashboard if it is already shared with another person or organization.