Dashboards

Dashboards are configured in a hierarchical system. At the top level are Spaces, which serve as containers for Boards. Each Space has one of three access permission levels:

• Global (accessible to everyone)
• Realm (restricted to specific realms/groups)
• User (personal access)

Within each Space, you can create Boards. Each Space is organized into Tabs, which help categorize and organize the Boards.

Boards contain Cards, which are the core content components. Cards typically come in three forms:

1. Data Tables/Grids for displaying structured information
2. Data Visualizations for presenting information graphically
3. Data Summary/Highlight for presenting key statistics

The Dashboards view displays available Spaces. If there’s an error loading the Spaces, a loading error message appears, and the All Cards space loads instead. If the error persists, refresh or reload the Dashboards view in your web browser. If the issue continues, contact the administrator.

The All Cards space is a read-only library board containing all available Cards. It’s the default selected Board if no other Spaces are available.

If you have edit access permissions to a Space, the Board edit button is displayed at the bottom right of the Board.

Spaces

To create a Space hover over the spaces drop down options … to display the available spaces and the + Add Space button. Click the + Add Space button to open the Add Space modal.

Note that all Space edit operations auto-save changes. An activity spinner will be displayed next the the space title in the space select list while saving is in progress.

Enter the Title and optional Description. Currently the description is only displayed in the modal.

Next select how you want to initialize the Space. The default is an empty spaces meaning you will add Tabs and Cards. Alternatively you can select the default All Cards space or another space if other spaces are available. Starting with existing space makes it easy to delete Tabs and Cards you do not require in your new space.

Next select the Access permissions for the new space. You may can select User Realm or Global based on your access permissions. Only administrators and create Realm and Global spaces.

User - only user can access and create/edit/delete space, only visible to user who created the space.

Realm - only administrators can create/edit/delete, all users with access to realm can view space.

Global - only super administrators can create/edit/delete, all users across organizations can view space.

You cannot change the access permissions after you have created the space. Typically you should create a User space and once you have complete customization of your space you can create a new Realm or Global space and initialize it using your space.

Finally click + Add Space to save and select the new space. You can now customize the space Boards and Cards.

Clicking the Reset button to the left of + Add Space resets all locally stored user space layout changes, these include selected tabs and resetting resizable panels.
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To edit or delete a space select the space from the spaces drop down menu to display the space settings modal.

Boards

A Space contains Boards arranged under the space Tabs. Selecting a tab displays the corresponding Board. You can reorder space Tabs by dragging the tab. If you have administrator access permissions to the space the Board edit buttons is displayed at the bottom right.

To add a Board to the Space click the + tab, this will add a new tab with default title Board X, where X is the number of the tab. Click the Board edit button at the bottom right to open the Board settings drawer and change the Board and corresponding Tab title, add an optional description, configure the board panel layout, and add Cards.

While auto-save is in progress Saving… will be displayed at the top right of the settings drawer.
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While auto-save is in progress Saving… will be displayed at the top right of the settings drawer.
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To delete a board click the delete button at the top right of the Board settings drawer.

Panels

Boards can have 5 resizable panels: Center ,Top ,Right ,Bottom and Left. The default Center panel is always present and cannot be deleted.
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To add a panel hover over the + add panel icon that displays a list of panels, select the panel to add to the board. The panel resize separator will be display between the boundary of the added panel and the Center panel. Drag the resize separator to resize the panel. Note that currently the panel size is set as a percentage of the screen size.

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To edit a panel click the Panels panel tab.

Change the panel cards layout by clicking the required layout option icon. You can change the layout selection as you add more Cards.

To add a Card, select the Card from the Add Card select list.

Panel Tabs

A panel can be configured to have Tabs by selecting the Tabs option. To add additional panel tabs click the Tabs + button. You can order panel tabs by dragging the Tab collapsible in the Tabs list.
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Opening a Tabs expandable displays the tab configuration options. These are the same as for a Panel including layout and adding Cards.

Cards

To add a Card, select the Card from the Add Card select list. The added card will listed using the card component name, this can be changed from the card settings as described below.

Change the Card order by dragging the corresponding card listing in the Cards list.

Hovering over a card in the Cards List displays the Card settings icon. Click the icon the open the Card settings drawer.
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From the card settings drawer you can change the Card title, add a description, and change the associated card component.

If you add a description it will be displayed as a tooltip in the Card. To help users of the board you should always add a succinct description of what the card displays.

In addition the card settings available in the card settings drawer some cards have their own integrated settings.

The TopX Card has an integrated settings accessed by clicking the settings gear icon displayed in the card header.
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The TopX settings open the card is full size and displays the TopX card settings panel.