Sharing Dashboards in Jira

Introduction

Dashboards in Jira provide a comprehensive way to view and manage your projects, tasks, and issues. Sharing dashboards allows team members and stakeholders to see the same information, ensuring everyone is on the same page. This tutorial will guide you through the process of sharing dashboards in Jira, from creating a dashboard to sharing it with specific users or groups.

Creating a Dashboard

Before sharing a dashboard, you need to create one. Follow these steps:

1. Navigate to the Jira dashboard by clicking on the Dashboards menu item.
2. Click on Create dashboard.
3. Enter a name and description for your dashboard.
4. Choose a layout that suits your needs.
5. Click on Create to save your dashboard.

Adding Gadgets to Your Dashboard

Gadgets are the building blocks of a Jira dashboard. They display information from your Jira projects. To add gadgets:

1. Open the dashboard you want to edit.
2. Click on Add gadget.
3. Browse or search for the gadget you want to add.
4. Click Add next to the gadget.
5. Configure the gadget settings as needed and click Save.

Sharing Your Dashboard

Once your dashboard is set up, you can share it with other users or groups. Follow these steps:

1. Open the dashboard you want to share.
2. Click on the ... (more) button and select Share Dashboard.
3. In the sharing settings, you can specify who can view or edit your dashboard. Options include:
• Public: Anyone can view the dashboard.
• Private: Only you can view the dashboard.
• Group: Share with specific groups in your Jira instance.
• Project: Share with users who have access to a specific project.
4. Click Add to save the sharing settings.

Managing Dashboard Permissions

To manage who can edit or view your dashboard, follow these steps:

1. Open the dashboard you want to manage.
2. Click on the ... (more) button and select Manage Dashboard.
3. In the permissions section, you can add or remove users and groups, and specify their access levels (view or edit).
4. Click Save to apply your changes.

Best Practices for Sharing Dashboards

Consider the following best practices when sharing dashboards:

• Keep it relevant: Share dashboards that are meaningful to the audience.
• Use clear names: Give your dashboards clear and descriptive names.
• Regular updates: Ensure the data displayed is up to date.
• Access control: Be mindful of who has view or edit permissions.

Conclusion

Sharing dashboards in Jira is a powerful way to keep your team informed and aligned. By following the steps outlined in this tutorial, you can create, customize, and share dashboards effectively. Remember to manage permissions carefully and keep your dashboards relevant to your audience.