Jama Connect User Guide

Dashboard options

Caution

You must have organization or project administrator permissions to manage the dashboard. Changes are made at the project level.

The following options are available on the dashboard:

Image shows Add to dashboard window with options for what you can add to the dashboard.
  • Filter results

    Displays the results of an existing filter. Name the window, select a filter and which columns to display. Select how many items you want to display.

    Note: Available filters only include lists that can be applied to totals. For example, text or numbers aren't included.

    Filter widget window includes name, select filter, configure columns, page size and save.

    You can use the buttons in the top right for any of these windows: Collapse, Configure, Refresh, or Delete.

    Filter widget display shows list of filter results. An arrow points to a settings icon in corner of the window.
  • Assigned to me

    Displays a list of items "assigned to" the current user. 

    assigned_to_me.png

    Select the gear icon in the top right to edit the settings. Name the window, select a filter and which columns to display. Select how many items you want to display.

    Image shows window to configure name, column layout and display.
  • Bar chart

    Displays the results of an existing filter as a bar chart. You can configure the name, filter, field shown and number of elements with the gear icon in the top right. Select the individual bars in the bar chart to move directly to a view of those items in a new tab.

    bar_chart.png
  • Recent activity

    Displays a line graph of recent activity over a period of time. You can configure the time period and change the name with the gear icon in the top right.

    recent_activity.png
  • Pie chart

    Displays a pie chart for a filter and field that the user selects. You can configure the filter and field with the gear icon button in the top right. Select the individual items in the pie chart to open those items in a new tab.

    pie_chart.png
  • Activity stream

    Displays the current activity stream of the project. View all current activity including comments, edits made, new items created, and assignment changes. Use the filters at the top right to filter only comments, activities or search for specific items. 

    activity_stream_widget.png
  • Project summary

    Displays a summary of the entire project, including total number of items in the project, number of days until next release, and number of days until project completion. This window displays information that project administrators set in Configure project > Project details and under the Release tab.

    Project summary shows number of items in project, days until next release and days until project completion.
  • Rich text

    Displays user defined text, images, diagrams and equations. Select the gear icon to insert text, pictures, and tables with the same rich text options.

    rich_text.png
  • Recently viewed

    Displays the last 15 items viewed by the current user. You can select a recently viewed item to open it in a new tab.

    view_recent_activity.png
  • Relationship diagram

    Displays the relationship rules applied to the project.

    Screen_Shot_2018-04-15_at_6_10_53_PM.png