How to create a Dashboard?

Members with Work Planner access level or higher are permitted to create Dashboards.

Create Your First Dashboard

1. Navigate to the Dashboards Space from sidebar.

   1. Click Create Dashboard button, if this is your first dashboard.

   2. Click on the dashboard title or the three-dot button next to the dashboard title, click New Dashboard.

      

2. Enter a title for the dashboard, an optional description. Click + share to select Members to share it with. Click Done to proceed.

   

   You cannot share the dashboard with archived members or Project Guests.
   

3. The created dashboard displays its title and description at the top left of the page. An eye icon followed by a number indicating the count of Members with access.