Build a dashboard

Before you start Open the dashboard you want to build — a module dashboard or a project view — and enter its edit mode.

1. Choose Add Widget.
2. Pick a widget from the library, or Create Custom Widget to define your own.
3. For a custom widget, choose the Data source, the Metric to show, and how to Group by — by module, owner, status, or another field.
4. Add it to the dashboard.

Result The widget appears on the dashboard, reading live data — it updates as the underlying work changes.

1. Drag widgets to arrange the layout so the most important signals are where you'll see them.
2. Open a widget's Configure options to refine its filters, range, or appearance.
3. Save the layout when it reads the way you want.

Result A dashboard laid out for how you actually work, saved and ready to return to.

1. On a widget that supports it, choose to compare the current state against a Baseline.
2. Read the Delta — what's changed since that baseline was taken.

Result Progress made visible — coverage gained, risks closed, tests passed since the baseline — not just the current total.

1. Export the dashboard for a status review or a stakeholder who doesn't work in the tool.
2. For a recurring readout, pair it with a scheduled report (see Build & run a report).

Result The live view becomes a shareable snapshot, while the dashboard itself stays current for anyone working in the project. See Export.