Customize Shared Dashboards
- Becky Schwartz (Unlicensed)
Custom Charts Shared Dashboards allow users to share entire dashboards of charts with internal and external users on Jira Cloud.
Users can display Custom Charts in the Jira Service Management portal, or internally like a wallboard.
Creating a Shared Dashboard
While editing your dashboard, click Add gadget
In the gadget search bar, search for Shared Dashboard. Click to Add the “Custom Charts Shared Dashboard” gadget
Configure the way you’d like your Shared Dashboard to appear using the settings below:
Shared Dashboard Live Preview
Configure the way the Custom Charts gadgets will appear on the Shared Dashboard. All gadgets you have added to the Jira Dashboard (except Simple Search) will automatically appear
Option | Description |
|---|---|
 | Click and drag to reorder the gadgets on the Shared Dashboard |
Click to remove the gadget from the Shared Dashboard | |
| If you remove a gadget, click to re-add the gadget |
If the gadget in Edit mode is in fullscreen, chart previews are not available. This icon verifies the gadgets will appear on the Shared Dashboard | |
Click to open a preview of the Shared Dashboard in a new tab | |
| Click to turn on darkmode for the Shared Dashboard |
| Displays the Jira account that the chart on the data will be loaded as |
Shared Dashboard Settings
Setting | Description |
|---|---|
| Enter a title for the Shared Dashboard in the text box. This title shows at the top of the Shared Dashboard. |
| Choose the layout of the Shared Dashboard by clicking on a specific tile. The layout options align with Confluence page layouts. |
| Choose whether you want your Shared Dashboard to appear in light mode or dark mode. |
Link Access Permissions | |
| Coming soon Select this option to give any one access to the Shared Dashboard, even if they do not have access to your Jira instance. Follow along with our progress on this feature here: https://ossapps.atlassian.net/browse/TRACC-131
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| Coming soon Select this option to give any one who has the Access code access to the Shared Dashboard, even if they do not have access to your Jira instance. Create your own Access code by entering your desired code in the text box next to Access code Follow along with our progress on this feature here: https://ossapps.atlassian.net/browse/TRACC-131
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| Select this option to give customers in a Jira Service Management (JSM) access to the Shared Dashboard via the JSM Portal. JSM Project dropdown: Required. Select any JSM project(s) where the Shared Dashboard link should appear in the portal. This makes the Shared Dashboard link available to all Customers of that service desk Organization dropdown: If you’d like to give a subset of customers access to the Shared Dashboard link, select any JSM customer organization that houses those customers Portal user dropdown: If you’d like to give specific portal user(s) access to the Shared Dashboard link only, select them from this dropdown
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| Select this option to give users with access to the Jira Dashboard the ability to display the Shared Dashboard as a wallboard |
Use the toggle to give Shared Dashboard viewers the ability to click into the displayed Jira issues and see their details. | |
Shared Dashboards Data Restrictions
Shared Dashboard Owner
When a Shared Dashboard is created, all of the issues in the charts are loaded with the permissions of the Shared Dashboard owner. This user is the last person to save the Shared Dashboard gadget.
This user is also the only one who can edit Custom Charts that are part of the Shared Dashboard. For additional details on changing the Shared Dashboard owner, navigate here.