How to use shared Dashboards

This short tutorial goes through how you can use shared dashboards, enabling teams to efficiently work together and stay aligned on key priorities.

Shared dashboards are a powerful tool for keeping your team aligned, providing everyone with access to the same up-to-date information in one place.

You can create multiple shared dashboards for different projects or departments, making collaboration seamless and ensuring everyone stays focused on the right priorities.

How to create a shared dashboard

In the navigation bar, click "Settings", then under the "General" section, select "Shared dashboards". In the "Shared dashboards" tab, click the "+ Create shared dashboard"-button in the top right corner. Now simply adjust the general settings as desired, and click "Save" once your dashboard setup is complete.

Create shared dashboard page

How to set shared dashboards as default

In the navigation bar, click "User Management", then select "User groups" from the left-hand menu. Within a specific user group, locate "Dashboard settings". Here you can assign shared dashboards to that group. This gives members of the user group the selected dashboards as default on their dashboard.

Edit user group page

How to add a shared dashboard to the dashboard tab

In the navigation bar, go to the "Dashboard" tab. Click the "Edit" button to enter edit mode. On the left, you’ll see a "+” beneath the default dashboard, this is used to add dashboards. Click it, select "Shared dashboard" and choose the shared dashboard you want to add.

Choose the type of dashboard you want to add

Choose the specific dashboard you want to add

How to edit a shared dashboard

From the same location where you created the dashboard, you can edit its settings and widgets. Navigate to "Settings" > "General" > "Shared dashboards" to view all shared dashboards. Click on a dashboard to adjust its settings, and scroll down to edit the dashboard itself. Be sure to click "Save" after making any changes.

Edit shared dashboard page