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Configuring the Dashboard

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The Dashboard is the first page you see when you login to JIRA. It can be configured to display many different types of information, depending on your areas of interest.

The information boxes on the dashboard page are called Portlets:

Dashboard Portlets

You can configure your dashboard by re-ordering the portlets, and moving them between the left and right columns; and some portlets can themselves be configured. You can also add other portlets to your dashboard page, and even create more pages for your dashboard (if you are using the Professional or Enterprise edition of JIRA).

Available portlets include:

PortletDescription
Administration PortletThe Administration portlet displays quick links to administrative functions conveniently on the dashboard.
Assigned To Me PortletThe Assigned To Me portlet displays all open issues in all projects assigned to the current user viewing the dashboard.
Bamboo Plan Summary Portlet*The Bamboo Plan Summary portlet displays a graphical summary of a build plan.
Bamboo Status Portlet*The Bamboo Status portlet displays a list of all plans on the Bamboo server, and each plan's current status.
Bugzilla ID Search PortletThe Bugzilla ID Search portlet allows the user to search all JIRA issues for references to Bugzilla IDs.
Charting Portlet*The Charting portlets display visual representations of a project or a saved filter, in a variety of contexts.
Calendar Portlet*The Calendar portlet shows issues and versions in a calendar format based on their due date. Calendars can be based on an issue filter or on a project.
Favourite Filters PortletThe Favourite Filters portlet displays a list of all the issue filters that have currently been added by you as a favourite filter.
Filter Statistics PortletThe Filter Statistics portlet displays the collection of issues returned from a specified filter broken down by a specified field.
2D Filter Statistics PortletThe Two Dimensional Filter Statistics portlet displays statistical data based on a specified filter in a configurable table format.
In Progress PortletThe In Progress portlet displays all issues that are currently in progress and assigned to the current user viewing the dashboard.
Introduction PortletThe Introduction portlet displays a configurable introduction message on the dashboard.
Project PortletThe Project portlet provides information and various filters related to a specified project on the dashboard.
Projects PortletThe Projects portlet provides information and various filters related to all projects within JIRA.
Project Statistics PortletThe Project Statistics portlet allows various per-project statistical data to be displayed on the dashboard.
Project Table PortletThe Project Table portlet displays all the project names in a table in the dashboard.
Quick Links PortletThe Quick Links portlet displays a number of useful links to issues associated with the current user. Each link directs the user to the Issue Navigator, displaying the relevant issues such as Reported Issues, Voted Issues and Watched Issues.
Road Map PortletThe Road Map portlet shows versions which are due for release within a specified period of time, and a summary of progress made towards completing the issues in those versions.
Saved Filter PortletThe Saved Filter portlet displays the results of a specified issue filter on the dashboard.
Text PortletThe Text portlet displays a configurable HTML text on the dashboard.
Voted PortletThe Voted Issues portlet shows issues for which you have voted.
Watched PortletThe Watched Issues portlet shows issues which you are watching.

*This portlet will only be available if it has been installed by your JIRA administrator.

If you are using the Professional or Enterprise edition of JIRA, you can also set up multiple "dashboard pages" on your dashboard in individual tabs. Read more about dashboard pages here. Each dashboard page can be configured independantly, as per the instructions below.

Steps to Configure the Dashboard

In JIRA, there are two ways to configure your dashboard:

  1. Using the configuration interface. The interface only shows the name of the portlets and their position on a dashboard page. You can use the configuration interface to quickly move portlets around, add and remove portlets or reconfigure them.
  2. Directly from the dashboard, using inline editing. This way you can see exactly how the dashboard page looks in the current configuration, as the dashboard is completely redrawn with every change. The downside of configuring the dashboard this way, is that if you have configured portlets which take time to load, waiting for the dashboard to render with every change can get a little annoying.

The first time that you configure your dashboard (by either method), a new dashboard is created for you (based on the default dashboard) and added as your favourite with private sharing.

Note
If you are using dashboard pages, you can only configure dashboard pages that you own. The default 'System Dashboard' can only be configured by your administrator.

Using the Configuration Interface

  1. On the top right of the Dashboard, click on the link labelled 'Manage Dashboard'.
  2. If you are using the Standard edition of JIRA you will be brought to the 'Configure Dashboard' page.
    Dashboard configuration page
    If you are using the Professional or the Enterprise edition of JIRA you will be brought to the 'Manage Dashboards' page, where you can manage your dashboard pages (i.e. multiple dashboards).
    Portal configuration page
    You can read more about dashboard pages here, but to configure your dashboard, locate it on the 'Manage Dashboard' page (under the 'Favourites' or 'My' tab) and click the 'Full configure' link in the respective 'Operations' column to proceed to the 'Configure Dashboard' page.
  3. The 'Configure Dashboard' page consists of two selectable areas listing the portlets. The portlets can be configured as follows:
    Move a portlet up Select the portlet, and click the up arrow (Up Arrow) closest to select area that contains the portlet.
    Move a portlet down Select the portlet, and click the down arrow (Down Arrow) closest to select area that contains the portlet.
    Move a portlet left Select the portlet in the right hand column, and click the left arrow button (Left Arrow).
    Move a portlet right Select the portlet in the left hand column, and click the right arrow button (Right Arrow).
    Add a portlet Click the button with the plus icon (Plus Icon). Select the desired portlet on the 'Add Portlet' page that displays and click the 'Add' button on that page. See the Adding a Portlet section below for further details.
    Configure a portlet Select the portlet, and click the button with the wrench icon (Wrench Icon).
    Copy a portlet Select the portlet, and click the button with the pages icon (Pages Icon).
    Remove a portlet Select the portlet, and click the button with the rubbish bin icon (Rubbish Bin Icon).

Inline Editing

You can also configure your dashboard without leaving the dashboard page. Simply click the 'ON' link next to the 'Configure' title in the top-right corner of your dashboard. Each portlet on the dashboard will be highlighted and given a "control" bar with icons that can be used to reorganise the portlets.
Note, if you are using the default dashboard, a copy will automatically be made when you click the 'ON' link.

Inline Editing screenshot

You can configure a portal on the dashboard, in the 'Inline Editing' mode, by using the icons on the portlet's control bar:

Move a portlet up Click the up arrow (Up Arrow) in the header of the portlet that you wish to move.
Move a portlet down Click the down arrow (Down Arrow) in the header of the portlet that you wish to move.
Move a portlet to the top of the column Click the curly up arrow (Curly Up Arrow) in the header of the portlet that you wish to move.
Move a portlet to the bottom of the column Click the curly down arrow (Curly Up Arrow) in the header of the portlet that you wish to move.
Move a portlet left Click the left arrow button (Left Arrow) in the header of the portlet that you wish to move.
Move a portlet right Click the right arrow button (Right Arrow) in the header of the portlet that you wish to move.
Add a portlet Click 'Add new portlet' link with the plus icon (Plus Icon) next to it. Select the desired portlet on the 'Add Portlet' page that displays and click the 'Add' button on that page. See the Adding a Portlet section below for further details.
Configure a portlet Click the button with the wrench icon (Wrench Icon) in the header of the portlet that you wish to configure.
Copy a portlet Click the button with the pages icon (Pages Icon) in the header of the portlet that you wish to copy. The copied portlet will be placed at the bottom of the column that the existing portlet is in. This icon will only display for portlets that have one or more customisable parameters.
Remove a portlet Click the button with the rubbish bin icon (Rubbish Bin Icon) in the header of the portlet that you wish to remove from your dashboard.

Adding a Portlet

  1. If you are using the dashboard configuration interface to configure a dashboard page, click the '+' button Add Portlet Button on the 'Configure Dashboard' screen. If you are editing a dashboard page inline, click the 'Add new portlet' link in the top-right corner of the dashboard.
  2. The 'Add Portlet' page will display. This page shows you a descriptive list of the available portlets that you can add to your dashboard.
    Add Portlet page
  3. Select the radio button for the portlet you want. Some portlets have preview images, which can be viewed by clicking the thumbnail next to the portlet's description.
  4. Click the 'Add' button at the bottom of the page.
  5. If the portlet you have selected requires configuration, you will be presented with the portlet's configuration page. Configure appropriately and press 'Save'.
  6. You will be brought back to the page you have started from: either the 'Configure Dashboard' page or the dashboard itself.