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Customizing Dashboards in Jira

Introduction

Dashboards in Jira provide a centralized place to view and manage your projects and tasks. Customizing your dashboard allows you to tailor the information displayed to better suit your needs. This tutorial will guide you through the steps to customize your Jira dashboards effectively.

Creating a New Dashboard

To start customizing your dashboard, you first need to create one. Follow these steps:

  1. Log in to your Jira account.
  2. Click on the Dashboards menu item in the top navigation bar.
  3. Select Manage Dashboards.
  4. Click the Create new dashboard button.
  5. Enter a name and description for your dashboard, then click Create.

Adding and Configuring Gadgets

Gadgets are the building blocks of Jira dashboards. They display various types of information and can be configured to show specific data.

  1. On your dashboard, click the Add Gadget button.
  2. Browse through the list of available gadgets and click Add next to the ones you want to include.
  3. Once added, each gadget will have a Configure button that allows you to customize its settings.
  4. Adjust the settings according to your needs and click Save.

Rearranging Gadgets

You can rearrange the gadgets on your dashboard to prioritize the most important information.

  1. Hover over the top of a gadget until you see the drag handle (usually three horizontal lines).
  2. Click and hold the drag handle, then move the gadget to your desired location.
  3. Release the mouse button to drop the gadget in place.

Sharing Your Dashboard

If you want others to benefit from your customized dashboard, you can share it with your team.

  1. Go to your dashboard and click the ... (more) menu in the top right corner.
  2. Select Share Dashboard.
  3. Choose the users or groups you want to share the dashboard with and set their permissions.
  4. Click Add to share your dashboard.

Best Practices

Here are some best practices to keep in mind while customizing your Jira dashboard:

  • Keep it Simple: Avoid clutter by only adding essential gadgets that provide value.
  • Use Filters: Configure gadgets to display filtered data relevant to your current needs.
  • Regular Updates: Periodically review and update your dashboard to ensure it remains relevant.
  • Consistent Layout: Maintain a consistent layout to make it easier for users to find information.

Conclusion

Customizing your Jira dashboard can greatly enhance your productivity by presenting the most relevant information at a glance. By following the steps outlined in this tutorial, you can create a personalized dashboard that meets your specific needs and preferences.