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Manage shared dashboards

 

A dashboard is a customizable page that can display many different types of information, depending on your areas of interest. Jira users can create and manage their own dashboards.

A shared dashboard is a dashboard whose creator has shared that dashboard with other users. You can share a dashboard with: 

  • Group—A group of Jira users.

  • Project—All members or members with specific project roles working on one or multiple projects.

  • Any logged-in user—Any user who is logged-in to your Jira Cloud site. 

  • Public—Public sharing means sharing the dashboard with users who are not logged in to your Jira Cloud site. Note that if you share a dashboard publicly, it will be visible and searchable on the internet. See Prevent or remove public access for more information.

When a dashboard is created by a user, that user:

  • Initially owns the dashboard.

  • Being the owner, can edit and modify the dashboard. See Configuring dashboards for more information. 

You can change the ownership of any user's dashboard that will allow the new owner to edit and modify the dashboard. 

Before you begin: you must be logged in as a user with the Administer Jira global permission.

Search for a dashboard

To search for a dashboard:

  1. Choose > System

  2. Select Shared items > Dashboards.

  3. Enter your search criteria into the search field and click the Search button.

A list of dashboards matching your search criteria is shown below. Each dashboard shows its:

  • Current owner — this is originally the user who created the dashboard

  • List of shares applied to the dashboard by its owner

  • Popularity — the number of users who have selected that dashboard as a 'favorite'.

Jira looks for exact matches to the search terms you enter in the search field. You can use different operators to help you find wildcard or fuzzy matches to your search queries. For example:

  • Use the fuzzy search operator to help find dashboards that might contain mispellings:

    1 dahsbaord~
  • Use the wildcard search operator to help find dashboards that begin with a phrase:

    1 dash*

    Learn more about search syntax in text fields.

Change the ownership of a dashboard

Before changing the ownership of a dashboard, ensure that you inform the dashboard's current owner of your intentions.

  1. Search for the dashboard that you want to change owners (see above).

  2. Click the icon to the right of the dashboard whose ownership you wish to change and select Change Owner.

  3. In the 'Change Owner' dialog box, enter the username (or name) of the user who will become the new owner of the dashboard.

  4. Select the appropriate user from the drop-down list and click the Change Owner button.

Delete a dashboard

Before deleting a dashboard, ensure that you inform the dashboard's current owner of your intentions.

  1. Search for the dashboard that you want to change owners (see above).

  2. Click the icon to the right of the dashboard you wish to delete and select Delete Dashboard. The Delete Dashboard confirmation message box is shown.

    • The number of users who have marked the dashboard as a favorite is specified in this message box.

  3. If you are happy to proceed, click the Delete button to complete the action.

Additional Help