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Dashboard

WorkZappy dashboard with various widgets helps you gain deeper insights into your team's performance.

Click Dashboard on the sidebar menu to enter Dashboard.

Create a Dashboard​

Click the icon in the top right and add a name to create a new dashboard.

Share Dashboard with Others​

You can share the dashboard with everyone in your organization.

To share dashboards:

  1. Click the icon at the upper right.
  2. Select the dashboard to share. You can select more than one dashboard.
  1. Select whom to share with. You can select to share with a specific member, a group or the members from specific projects.
  2. Besides the above ways, you can share by a link. Copy the link and share it on any channel. Anyone in your organization can view the dashboard with the sharing link.

Note:

  • Those whom you share the dashboards with can only view the dashboard, no editing.
  • The shared dashboard data is kept in sync with the original.

Manage the Dashboards​

Click the icon on the top right to quickly rename, sort, copy, and delete the dashboards.

Rename Dashboard​

Hover on the dashboard and click the icon to rename the dashboard.

Duplicate Dashboard​

Hover on the dashboard and click the icon to duplicate the dashboard.

Delete Dashboard​

Hover on the dashboard and click the icon to delete the dashboard.

Sort Dashboard​

Hover over the icon. when your cursor becomes a palm, drag and drop the dashboard to re-order them.

Actions on a Dashboard​

You can also make actions such as Rename, Duplicate, Share, Set up, and Delete on a specific dashboard by clicking the icon on its tab title.

Dashboard Settings​

You can set the options of project and phase for all the widgets on a dashboard to easily gain a project or phase report.

  1. Click the icon on the dashboard tab, and select Update project & phase for all widgets.
  2. Select the project and phase.

FAQ​

1. Can I delete the dashboards that are shared by others? ​

Yes, supported.

2. If I resize or reorder the widgets on a dashboard that are shared by others, will it be synchronized with others? ​

No, the changed parts are only visible to you.