Create a Dashboard

You can also create a dashboard in DesignStudio Pro.

To create a new dashboard

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 Create Dashboard. The Dashboards: Create Dashboard page opens.

   

5. Enter a name for the dashboard.

6. From the drop-down menu, select the number of boards or maps you want displayed in the new dashboard.

   You can choose to view up to six boards in any given dashboard view.

7. Select a layout that best reflects how you want to view the content within the new dashboard.

8. To add boards or maps, click any of the blue add icons.

9. In the Select Dashboard Item Type window, select either Board or Maps, depending on what item you want included in the dashboard, and then click Next.

10. In the Select window, select the desired board or map from the list, and then click Next.

11. If you selected a board, the Select View window opens. Select the view of the board you want included in the dashboard, and then click Next.

12. Repeat steps 8 through 11 until all of the add icons become delete icons and the names of your selected boards and maps appear in the chosen panes.

    

    If you want to change a selection, click the delete icon. The blue add icon appears again and you can click it to select a new board or map.

13. Click Save.

After you add a new dashboard, you need to set access privileges to it using the Groups Manager. As a recommended best practice, to give users access to the dashboard, assign the dashboard to a feature group.

When a user opens up a dashboard that you created, they will be able to tell the tab opened is for a dashboard by a small icon that appears to the left of the dashboard's name in the tab.