Hello, my name is Josephine Cheetah, and in these lessons, I will show you how to work with Dashboards. What is a Dashboard? A Dashboard is a way, I'll click on our default Dashboard, a Dashboard is a way to report all of your issues and status and key highlights within JIRA. You can add in what we call a gadget. Each one of these blue outlined widgets are called gadgets within JIRA, and this is helpful to display to your audience what your project is about and the progress you're making towards completing it. Let's start by going through our menus of how to view Dashboards. When we click on our Dashboard menu, we start with all of our starred projects, which also could be known as favorite Dashboards. For our most recent Dashboard, which is our default that we're in, and then of course you get the link to view all Dashboards and on the Dashboard menu, create Dashboard. Once you're in your view all Dashboards menu, there's several ways to create a new Dashboard. You can go to Dashboards, Create Dashboards, or you get the blue and white link, Create Dashboard. There's also a link at the top to create. Friendly reminder, this link is to create new issues. It's everywhere within JIRA. It's not to create anything but issues. That's why it's permanently across our top navigation. So on Dashboards, we get our custom Create button, and then there's also one more place. Over here, you can create a Dashboard by copying it to a new one, and then renaming it or sharing it if you need to change the permissions, or perhaps you have a Dashboard that you've created and you want to change the owner. Why would you change the owner? You would change your owner if you were going on vacation and maybe you needed to continue to update the gadgets. You'd want to switch that over to one of your colleagues or another project manager or site administrator. Let's go ahead and create a new Dashboard by using our link right here. I'm going to click Create Dashboard. We're going to add a new project, our Dashboard name. Always put in a Dashboard description. You want to have a Dashboard description because as your list gets longer, you want to remember what it's for. We're going to put in reporting and analysis of my new Dashboard of my current project. Now you're immediately going to assign the permissions to your Dashboard every time you create one. The most important key thing to remember is to click that Add button on the far right. You can give permission to, it starts with your viewers by project. You only wanted team members all rows to see this Dashboard. You could add them on if you wanted to do it by a group, maybe just your site administrators, perhaps your full organization. This is the best practice because unless they go and look for your Dashboard, they're not going to be able to find it. So I always give my whole organization access to my Dashboard. And Jira always gives you a nice little tip. Any user logged in to your URL will be able to see your organization. And then the editors. You do not want to have multiple editors, which is why Jira gives you the option to change the owner. Why? Because if they do, then people will change the data, they can change their filters and now the reporting that you're doing on your Dashboard may not be as accurate as you first anticipated. So I'm going to leave the editors. I actually change them to site admins so that others who know the importance of the reporting on a Dashboard can update it. And then if I ever go on vacation or I'm out of the office or I move to a new project, someone else is able to still update my Dashboards. Don't forget, always click Add. If you make a mistake, you hit the X, and then you just go back and add your site admins again and click Add. Don't forget to click the Add button, that's the only way you'll get the permissions. Once you create a new Dashboard, you're brought into edit mode to start adding gadgets. Before we start doing that, I'm going to click on Done. I'm going to go back to my View All Dashboards list. And as you can see in our menu, the default Dashboard is there, and then we have our start Dashboards. When you create a new one, you do automatically get it starred. We'll start with the default Dashboard and go through another method on how to create Dashboards. We did it here last time. The default Dashboard is a great place to start because it has some key Dashboards that you want to use. Easiest way to create a new Dashboard from one that exists is to just come on over to your ellipse. Click on Copy. Now we're going to make a copy of the default Dashboard, and it's called Copy of Default Dashboard. I'm going to call it my default project Dashboard, and I'm going to give it the same description. I'm now going to set my viewers. I would like all of my organization to see it. Click Add. Then I want to only make it for me because maybe I only want to see it. In fact, sometimes on your Dashboards when you're trying them out and testing and reviewing the data, you can make it private only to yourself. So the user private is the permission we want only for myself, and I'll click Add. Notice how it changed. You cannot add multiple groups as viewers to your Dashboards. You need to already have them set up. You can always work with your JIRA administrator to do so. But we're going to make this a private Dashboard, so only we see it, and then we can change the permissions when it's ready. I click on Save. I'm starting out with my default, then we can begin to edit the Dashboard. Now once we're in our Dashboard view or on our Dashboard, as you notice, it's already starred because we just created it. And now we have a new menu where we can start to actually modify that Dashboard. We can rename or share it. Once we have the fields we want, we can call it our JPK Dashboard, our JPK project Dashboard. And if this was ready for prime time, now is a time to add your organization, don't forget to click Add, and Save. I still left it as private because I'm still modifying it. Now I have a new name, my Dashboard is still starred, and the whole organization is able to view the Dashboard. If we continue going through our menu on the ellipse, I'll just quickly show you the remaining options. We can rename or share here. If you rename or share, as you know, this is how we rename and we just shared. It's not the same share as on a mobile device where you're sending it to someone. To do that, I'm going to click Cancel. All you do is copy your URL and then send it out via email or share it however you like, but you can just copy the URL. As you can see, each Dashboard has a name in the URL.
