The dashboard feature provides a snapshot of components to show quick filter results or summaries pertaining to one individual track or multiple tracks.
Each user has access to both a system dashboard and personal dashboard. The system dashboard is set up by the administrator of the system for a common set of components. The personal dashboard can be configured separately by each user. Users can toggle between the two dashboards using the Dashboard Options dropdown, as in the image above.
The dashboard allows three component types which can be added from the main menu options of any track.
The configuration icon () will open a set of configuration options which will allow you to configure the title of the component, in addition to other settings that are relevant to the component type.
List Component Options
The List component is the most common dashboard component. It shows a minimized list of issues matching a particular filter and is essentially a scaled down main menu listing.
Title: | The title of the component |
# Items: | The maximum number of rows (items) which will show in the component. |
Columns: | The columns which appear in the list component. Make sure to hold the shift key down when selecting components as you may not see all that are selected. There is limited space in the dashboard, so you will need to experiment with this option and choose only the necessary fields. |
Filter: | The component filter is defined when the component is added to the dashboard and can not be modified. |
Object Type: | The dashboard component type. |
Track: | The track context which this component pertains to. |
Calendar Component
A calendar which highlights any days with issues matching the component date field. When a date is selected, a list of issues mathing that date, or close to that date is given.
Title: | The title of the component |
# Items: | The maximum number of rows (items) which will show in the component. |
Date Field: | The date field that is used by the calendar. A list of issues with relevant values for this field will be listed under the calendar. Also, the calendar will highlight days which have any issues which match that date. |
Filter: | The component filter is defined when the component is added to the dashboard and can not be modified. |
Object Type: | The dashboard component type. |
Track: | The track context which this component pertains to. |
Summary Component Options
The summary component shows an AssignedTo/Status summary as shown on the main menu.
Title: | The title of the component |
Filter: | The component filter is defined when the component is added to the dashboard and can not be modified. |
Object Type: | The dashboard component type. |
Track: | The track context which this component pertains to. |
The options for the system dashboard are not visible during normal operations. Nor are there any component options on the main menu, for adding components.
If an administrator chooses the "Edit System Dashboard" option from the Dashboard options, all editing options are added and a new "System Dashboard Options" dropdown is available on the top of the Dashboard menu. These options are all available until the user selects "Done Editing System Dashboard". During this time, all operations will be for the system dashboard, instead of their personal dashboard.