Shared dashboards

You can share a dashboard you created with other users, so that everyone works with the same view. Sharing is available when shared dashboards are included in your organization’s plan.

Share a dashboard

1. Open your dashboard and click Edit.
2. Select who to share it with:

Option	Who gets the dashboard
Personal use	Only you. This is the default.
Shared with all project managers	The project managers of the current project.
Shared with all organization managers	The organization managers of your organization.
Shared with all project users	All the users of all the projects in your organization.
Shared with specific groups users	The members of the user groups you select under Add a group. Select at least one group. Available to organization managers when user groups are included in your organization’s plan.

3. Click Save.

Use a shared dashboard

Dashboards shared with you are listed in the Add menu, below Create new dashboard. Select a dashboard to add it to your tabs. You can also open a shared dashboard from its link, and it is added to your tabs.

Shared dashboards are read-only for everyone except their owner. You can:

• click Hide to remove it from your tabs; it returns to the Add menu, so you can add it again later;
• click Clone to make your own copy that you can edit (available to implementers, project managers and organization managers).

Stop sharing

To stop sharing a dashboard, edit it, select Personal use and click Save. The dashboard is removed from other users’ tabs.

If you delete a shared dashboard, it is deleted for everyone.