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Create a Dashboard

This article helps you to understand how to create a new dashboard.

Updated over a week ago

Users on Asite can create and manage their dashboards. You can have a personalized dashboard with various intuitive gadgets that provide easy access to important project information.

You can view the system dashboard by default unless you have specifically marked some other dashboard accessible to you as your default dashboard.

Below are the steps to create a dashboard on your own:

1. On the dashboard screen, click 'Tools' on the top right and select 'Create Dashboard' option.

2. A layered page will open enabling you to create a dashboard. Key in the required details as shown below:

Field Name

Description

Dashboard Title

A name for the dashboard under creation.

Dashboard Description

A description of the dashboard under creation.

Set Default

To make the dashboard under creation appear for you as default upon login, next login onwards.

Share

To share the dashboard being created with specific contacts in your organization, all users within a project or distribution group if necessary. Key in and select the relevant names from the dropdown list. Once selected, right-click on the name of the selected user, project, or distribution group and assign 'Admin' or 'View' permissions on the new dashboard.

Clone Dashboard

Choose any existing dashboard to clone and apply all its gadgets to the dashboard under creation.

3. Click 'Create' to finish creating the dashboard. You can now continue to add gadgets to the new dashboard.


Check: FAQs


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