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What is Dashboard?

The dashboard is by default the first tab you will see when you login to VisionFlow. It is intended to be used as a start page containing portlets that will help you to overview and organize your work tasks. 

 

There are several portlets, each containing information or functionality and these can be rearranged to suit your preferences.

 

The default layout is two columns in the proportion 67% - 33%. To change the layout of the dashboard - just select one of the options in the "Columns" drop-down list at the bottom of the dashboard. 

 

You can add a portlet by clicking on the "Select content.." menu at the bottom of the dashboard and then choose which portlet you want to add by check the box. 

 

There are three classes of portlets available:

 

  • Six standard portlets
  • Saved searches/filters
  • Charts

 

You can rearrange the portlets by dragging them in the dashboard tab. 

 

You can read more about the different kinds of portlets in the Misc/Portlets category.

 

Classic user interface.

 

 Knowledge Base Images/General/General_Dashboard.png

 

Modern user interface.

 

 

The six standard portlets:

Note: If you have activated the chat module, data will be pushed to most portlets using an XMPP client. If you do not use the chat module, or are offline, the portlets will update when you return to the dashboard from another tab.

 

1. My open issues - shows a list of all active issues over several projects that you are owner to. Read more here: Portlets/My open issues

You can do a lot with the columns, i.e. sort descending or ascending, add/delete columns, group by a column or show in group. 

You can also click on the setting icon on the portlet in question and make additional setting. For this portlet you can choose to add show active issues that you are also developer and/or created by you. 

 

  • Double click to open the issue or document in its project tab.
  • Right click to access the context menu, with several functions to edit the selected issue.

 

2. Recent activity - shows created and changed issues/documents/users/companies/contracts over the last time frame. Read more here: Portlets/Recent activity

 

  • Shows latest created/changed issues and documents in different project, helping users get an idea of what is going on.
  • Changes are color coded for helping users see the status.
  • You can sort on columns, choose columns and group changes by clicking on the column headers.
  • Double click to open the issue or document in its project tab.
  • Right click to access the context menu, with several functions to edit the selected issue.
  • Click on the setting icon to what changes you want to see in the portlet.

 

3. Late and upcoming sprints - shows status for different sprints for projects. Read more here: Portlets/Late upcoming sprints

 

  • Each row shows one active sprint for a project. Project name, sprint name/number, creation date, total issues, completed issues and a progress bar showing how much work has been done on the sprint.  
  • Click on the sprint number to open the sprint in its project tab.

 

4. Quick Links - clicking here takes you to the desired function immediately.

 

  • New Project will open in a new tab, where you can create a new project.
  • New user will open in a new tab where you can create a new user.
  • New Issue will create a pop-up window where you can enter a new issue

 

5. Personal notes - No post-it notes needed any more!

 

  • Here you can enter notes to yourself between work sessions, what to remember, etc.
  • Right click on hyper links to open in new window/tab.

 

6. Issue subscriptions - Here you can see issues that you subscribe.

 

  • Right click on the issue to access context menu to quickly edit the issue. i.e. unsubscribe the issue. 

Search/Filter portlets:

Search/Filter portlets show the result of a selected search/filter, as a list of issues. The search portlets available in the menu always reflects the search/filters available in the searches tab. Read more about it here: Portlets/Saved Searches/Filters

  • Double click on an issue to open it in its project tab.
  • Use the context menu to perform selected functions on the issue.
  • Need a custom search for the portlet? Create it first in the Search page, and after that it is available in the Dashboard 'Select content..' menu.

 

Graph portlets:

Graph portlets is a category of selected statistics portlets showing useful information as charts, graphs or other graphical representations.

Most have selections in the toolbar where you can choose the project and time interval the graph is based on. Read more about graph portlets here: Portlets/Charts

  • Want to see the graph for another project or time interval? Just change the options in the drop-down lists. 

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