Work Zappy
  • About WorkZappy
  • 🎯Quick Start
    • For Everyone
    • For Project Managers
    • For Product Owners
    • For Admins
  • ✨AI FEATURES
    • AI Assistant
    • Generate Subtasks
    • Summarize Comments
    • Screen Recording
  • 💡Projects
    • Create and Manage Projects
      • Create a Project
      • Custom Templates
      • Manage Projects
    • Create Work
      • Tags
      • Dependency
      • Subtasks
      • Attachment & Comments
      • Use Markdown Syntax to format rich text
    • Screen Recording
    • Project Board
      • Phase Tracking
      • Kanban
      • Share Your Project Board
      • Save Kanban to Dashboard
    • Work Table
      • Update Work Items
      • Hierarchical Tree View
      • Filter Work Items
      • Multi-Level Sorting
      • Column Settings
      • Import Work Items
        • Import Comments
      • Export Work Items
    • Project Overview
    • Workload Estimates
    • Automation
      • Add Automation
      • Manage Automation
      • Automation Recommend
        • General
        • Cross-Project Collaboration
    • Project Settings
      • Project Members
        • Project Collaborator
      • Work Type
        • Custom Fields
      • Workflow
      • Features
      • Automation
      • Webhook
        • Webhook Custom Template Overview
        • Webhook Custom Template Variables
      • Audit Logs
        • Automation Usage
        • External-Sharing Logs
      • Tags
    • Notifications
    • Global Search and Hotkeys
  • 🖇️Cross Project
    • Gantt
      • Project Gantt
      • Project List
    • Dashboard
      • Widgets
  • 🛠️System Settings
    • OpenAPI
    • Field Management
    • Workday Settings
  • 🗃️Organization
    • Organization Information
    • Members Management
      • Groups
      • Invite Members
      • Add Members in Bulk
      • Invite New Members by Email
      • Share Team Link to Invite New Members
    • Permissions
  • 📍Personal Center
    • Personal Info
    • Notifications Settings
      • WorkZappy Weekly Report
    • My API Keys
    • Email Integration
Powered by GitBook
On this page
  • Create a Dashboard
  • Share Dashboard with Others
  • Manage the Dashboards
  • Actions on a Dashboard
  • FAQ
Export as PDF
  1. Cross Project

Dashboard

PreviousProject ListNextWidgets

Last updated 2 months ago

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

Share Dashboard with Others

You can share the dashboard with everyone in your organization.

To share dashboards:

  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

Rename Dashboard

Duplicate Dashboard

Delete Dashboard

Sort Dashboard

Actions on a Dashboard

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.

  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.

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

Click the icon at the upper right.

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

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

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

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

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

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.

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

🖇️