How to create, edit, clone, delete, and export your dashboard

Overview

Learn how to create and organize the right metrics to transmit quick feedback to your team.

Create a dashboard

You can create your own dashboard to display the information you and your team need to stay on track:

At the top right select the … menu
Select Create Dashboard to create a blank dashboard or use one of the provided templates.
Fill out the Name, Description, and set the Access restriction for your dashboard.
In the next screen, select whether you want to start with a blank template or select one of the provided templates.
Click Create.

Use a template

If you chose one of the available templates (see Dashboard templates) you’ll have several gadgets in your dashboard panel. These gadgets are selected based on the team the dashboard is intended for. Configure your gadgets (see https://roninpixels.atlassian.net/wiki/pages/resumedraft.action?draftId=87261228) or keep on adding more (see next section).

Add gadgets

To complete your dashboard panel setup with KPIs and metrics, while in edit mode, remember, to click the Edit button in the top right navigation bar; you’ll see new controls in the middle of the top navigation bar:

Click the Add gadget (+) button to open the gadgets catalog menu (see Dashboard gadgets - KPIs and metrics for a complete list of available gadgets).
Access the set of gadgets available for each of the provided integrations (see Product and data integrations for a complete list of available integrations), select the one you want to add to the current dashboard.
Complete the configuration settings, then click Add.

Edit your dashboard

Click Edit at the top right of the navigation bar to access edit mode. New controls for adding slides or gadgets are in the middle of the top navigation bar.

Gadgets display a Config button and a More actions menu (…) to open the gadget configuration menu: Configure.

Clone your dashboard

Whenever you need to create a similar dashboard, you don’t need to start from scratch, you can clone an existing dashboard. From the top right … menu (or from the Manage dashboards screen) click on Clone dashboard. You only need to provide a new name, a description and set the new Access restriction. We’ll take care of the rest for you, slides, gadgets or public links are copied from the original dashboard.

Delete your dashboard

Well, not much to add here, this option deletes your dashboard, completely. From the top right … action menu (or from the Manage dashboards screen) click on Delete dashboard and confirm it.

Export your dashboard

There are several use cases that require a fixed snapshot of a dashboard, either because you need to create a report in a given date and live information should be frozen in time, or because you need an image to use it in a different product or service, or embed it in a Notion page (remember that we have a Confluence version too).

No matter the reason, to export the whole dashboard to a PNG file, select the Export dashboard option in the top right … action menu, and voila! Your dashboard is now a snapshot in the form of an image.

Remember that you can also export individual gadgets to images, see Export gadget data to CSV, XLSX and PNG.

Slideshow mode

See Manage dashboards and How to set up a slideshow.

Dark mode

To switch to Dark mode, turn on the toggle in the top navigation bar. By default, the wallboard mode has it enabled. This is to facilitate and increase attention in offices, hallways, or big rooms.

Dark mode in shared links:

If the user has the browser in dark mode, the dark mode is activated automatically.
Force dark mode by adding the following parameter to the shared link darkMode=true.

For example, https://NICE_URL/dashboard?boardToken=VTJ…&darkMode=true.

Thanks to the use of a darker color pallette, it reduces the emmitted screen luminance, what reduces the impact on the eyesight. It also is soothing to the eyes, and improves the visual ergonomics due to the better contrast ratios.

Share your dashboard

Did you know that you can share your dashboards with external customers, even without having access to your Jira instance? And in a secure way, thanks to our public link sharing mechanism.

The wallboard mode is the default mode when you share publicly a dashboard. To create a public link:

Click the Share button.
Enable the Public Link toggle and copy the URL.
Use this link to display your information radiator. Remember that anyone with that link can see the dashboard content.

Wallboard mode

This is the mode that users see when accessing a dashboard using a public link. See Learn about Access Restrictions to learn how to publicly share a dashboard with users outside your organization.

The main differences with the normal dashboard view are:

Dark mode is switched on by default, although you can switch it off.
There’s no top Jira menu bar, more space for your dashboard.
There are no options to edit the dashboard or the slide, but you can still control the slideshow to pause/play or move to the next/previous slide.
You can view the dashboard in full screen.

See How to set up a wallboard.