Creating and Customizing Dashboards in Jira

Creating a Dashboard:

1. Log in to Jira:

• Start by logging in to your Jira account with the necessary administrative permissions.

1. Navigate to the Dashboards:

• In the top navigation bar, locate and click on the “Dashboards” option. Select “Manage Dashboards” to access the dashboard management page.

1. Create a New Dashboard:

• On the dashboard management page, click on the “Create Dashboard” button.

1. Name Your Dashboard:

• Give your new dashboard a meaningful name that reflects its purpose.

1. Add Gadgets:

• Once the dashboard is created, you can add gadgets to it. Gadgets are individual components that display specific types of information, such as charts, statistics, or lists.

1. Configure Gadgets:

• Configure each gadget by selecting the data source, setting filters, and customizing display options.

1. Save Your Dashboard:

• After adding and configuring gadgets, click on the “Save” button to save your dashboard.

Customizing Dashboards:

1. Edit Dashboard:

• Navigate to the dashboard you want to customize and click on the “More” button. Select “Edit Dashboard.”

1. Reorder Gadgets:

• Drag and drop gadgets to rearrange them on the dashboard. This allows you to prioritize the most critical information.

1. Resize Gadgets:

• Adjust the size of gadgets by dragging the bottom-right corner. Customize the layout for a clean and organized look.

1. Configure Gadgets:

• Edit individual gadgets by clicking on the gear icon within each one. Modify filters, date ranges, or any other settings to refine the displayed information.

1. Add Filters:

• Utilize Jira Query Language (JQL) filters to narrow down the data displayed in specific gadgets. This ensures you focus on the most relevant information.

1. Personalize:

• Jira allows users to have personal dashboards. Customize your own dashboard to cater to your specific needs and preferences.

Best Practices for Dashboards:

1. Keep it Relevant:

• Include only the most relevant gadgets and information on your dashboard to avoid clutter.

1. Regular Updates:

• Periodically review and update your dashboards to reflect the current state of your projects.

1. Collaborate with Your Team:

• Share dashboards with your team members to foster collaboration and keep everyone on the same page.