Create a Dashboard View

As an administrator, you can create a dashboard view for users, determining what they see on a given dashboard.

To create a dashboard view

1. Access the Admin View.

2. In the main menu, click the workflows icon . The Workflows page opens.

3. Click the Dashboards tab.



4. Click Actions and select User Dashboard Views.

   

5. Click Create User Dashboard View. The User Dashboard Views: Create User Dashboard View page opens.

   

6. In the Details section, enter the name of the new user view.

7. For Item Type, select whether you want a board or map applied to the view.

8. If you select Board:

   1. For Board, select the board you want to apply the view for.

   2. Select how to display the user view: List or Report.

   3. Enter any view filters, if applicable.

9. If you select Map:

   1. From the Map drop-down, select the applicable map you want to apply the view for.

   2. In the Groups section, click Add Groups.

   3. In the Available Groups window, select the groups you want to have access to this dashboard view.

      You can select more than one group at a time.

      

      To make the dashboard view available to all groups, select the checkbox next to the Name column. All groups are selected.

10. Click Add.

11. On the User Dashboard Views: Create User Dashboard View page, click Save.