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Creating Dashboards

The purpose of the dashboard is to provide quick access to information—lists of projects, tasks, reports and calendars.

You can customize your project, task, and issue screens to meet both your individual needs as well as the needs of your organization. A customized screen is called a Dashboard. The purpose of the dashboard is to provide quick access to information around projects, tasks, reports, and so forth.

To create a dashboard:

  1. Navigate to the reporting area. 
  2. Select the Dashboards tab.
    dashboards_tab.png
  3. Click New Dashboard.
    The New Dashboard dialog box is displayed.
  4. Specify a name for the dashboard. If you do not enter a name, the name by default becomes the name of the first report entered. 
  5. Choose a layout. There are seven available choices. The single-column layout is the default.
  6. Add reports by dragging them to the layout pane. You can also drag reports between columns.
    When searching for a report, the search returns any of the 2,000 most recently created reports. (Report names that include unicode characters are not returned in search results. As a best practice, avoid including unicode characters when naming objects in Workfront by typing names rather than copying and pasting names from another source.)
    TIP: To include a Gantt chart on the dashboard, add a Task report to the dashboard. After the dashboard is created, click the Gantt icon on the task report within the dashboard to view the Gantt chart. 

    For more information about using the Gantt chart, see  "Working with the Gantt Chart."  
  7. Add Calendars by dragging them to the layout pane. You can also drag Calendars between columns.
  8. Click Save + Close.

    A timestamp is displayed in the upper-right corner of the dashbaord. The timestamp includes the date, time, and time zone when the dashboard was last refreshed.