Manage Dashboards

Dashboards in WorksOS are project specific. Any dashboards you create, along with their filters and widget configurations, apply only to the current project.

Add, Edit, Share, and Delete Dashboards

To manage dashboards:

1. Click the More (⋮) menu in the upper-right corner.

2. Select Dashboard.

3. Choose one of the following options:

Edit

Update the dashboards:

• Name

• Description

Share

Share the dashboard with other users who have access to the same project.

Delete

Permanently remove the dashboard.

Note: Deleted dashboards cannot be restored. You will be asked to confirm before deletion.

Add

Create a new dashboard by:

• Starting with a blank dashboard

• Including Work Completed and/or Work Remaining widgets

• Choosing small or large widget sizes

• Creating a copy of an existing dashboard and modifying it to suit your requirements

Dashboard Sharing

Within a project, some information is available to all project users by default, while other items can be shared as needed.

Automatically Available to Project Users

The following project data is available to users who have access to the project:

• Imported data

Items That Can Be Shared

The following can be shared with other project members:

• Dashboards

Items That Cannot Be Shared

The following remain private to the dashboard owner:

• Unshared dashboards

Share a Dashboard with Colleagues

Custom dashboards can be shared with other users who have access to the same WorksOS project.

Create a Shareable Dashboard

1. Select More > Dashboard > Add.

2. Create or configure the dashboard with the required widgets and filters.

3. Select More > Dashboard > Edit.

4. Enter a clear and descriptive name that will help other users identify the dashboard when it is shared.

Important: Once a dashboard has been shared, only the original creator can modify its name.

Working with a Shared Dashboard

When you receive a shared dashboard, you can:

• View the dashboard

• Use the dashboard filters

• Modify the widget layout and configuration for your own use

Shared dashboards provide an easy way to standardise reporting and ensure project teams are viewing the same key project information.