Configure the dashboard

The dashboard is the first page you see when you login to BTS. There are two default dashboards in BTS for specific user groups: default Opera and default Customer. Each default dashboard has been configured with the most commonly used gadgets for each user group. The information boxes on dashboards are called gadgets

There are three ways to configure your dashboard: you can choose a previously created dashboard that has been shared by other BTS users, you can configure your own by copying a dashboard and manipulating the gadgets, or you can create a new dashboard from scratch.

The default dashboard and gadgets

Dashboard layout
The default dashboard displays the most commonly used issue filters.

Gadgets are essentially snapshots of different issue filters. On the dashboard, they appear as boxes with colored headers to help visually label what each gadget is describing.

By default, BTS includes a set of useful dashboard gadgets, based on the most commonly used issue filters.

For Opera internal users these include:

  • issues assigned to me
  • issues CC'd to me
  • issues I'm watching
  • issues reported by me
  • favorite filters

For Opera customers, a different default set of gadgets appear:

  • issues awaiting customer response
  • issues I'm watching
  • issues reported by me
  • projects I have access to

The default dashboard is called the System Dashboard. Knowing its name may be useful if you want to restore the default look-and-feel of BTS at a later date.

If you have favorited or created more than one dashboard, they will appear as links on the left sidebar of the dashboard page.

Use a pre-made dashboard

To choose from a previously created list of dashboards:

  1. Click the the Dashboards link on the top navigation bar and select Manage Dashboards.
  2. Click the Search link on the left sidebar to search for dashboards by creator, keyword, and so on.
  3. Click the dashboard's name to preview its layout.
  4. Once you've found the dashboard you like, click the add it as a favorite link in the top of the dashboard preview screen.

Your chosen dashboard will now be set as your default dashboard. Favorite dashboards appear in the Dashboards drop-down menu in the top navigation bar.

Copy a dashboard

Pre-made dashboard may be close to what you want, but you may wish to make your own copy, either to manipulate the gadgets or prevent new changes to the dashboard you use. To copy a dashboard:

  1. View the dashboard you wish to copy.
  2. Click the Tools cogwheel on the top right of the dashboard, and select Copy Dashboard.
  3. Type a memorable name into the Name field.
  4. Optionally include a description about the dashboard (this is useful if you plan on sharing the dashboard with other BTS users).
  5. To share the dashboard with others, select a sharing option from the Add Shares drop-down menu and click the + Add button.
  6. Click Add.

This dashboard now appears in Dashboards drop-down menu in the top navigation bar. You have been assigned as the owner of this dashboard, which gives you the ability to add gadgets or edit the layout of the dashboard.

Create a new dashboard

New dashboards will be blank when you create them. You will be assigned as the owner of the dashboard and can add gadgets or edit the layout of your dashboard. Reviewing how to set up issue filters may be useful when creating dashboards from scratch.

To create a new dashboard:

  1. Click the cogwheel on the top right of the dashboard, and select Create Dashboard.
  2. Type a memorable name into the Name field.
  3. Optionally include a description about the dashboard (this is useful if you plan on sharing the dashboard with other BTS users).
  4. To share the dashboard with others, select a sharing option from the Add Shares drop-down menu and click the + Add button.
  5. Click Add.

Add, edit, or remove dashboard gadgets

Gadgets can be issue filters or reports, even Agile objects, that are arranged in the dashboard to provide quick access to issues and diagnostics you frequently use in BTS. In order to add gadgets to a dashboard, you must be the owner of that dashboard. Copy or create a new dashboard to start adding or rearranging gadgets.

To add gadgets:

  1. View the dashboard you wish to manipulate. If you would like to manipulate the System Dashboard, you will need to make a copy of it first.
  2. Press the Add Gadget button in the top-right of the Dashboard. The Gadget Directory appears.
  3. Browse the directory for gadgets you want to add and click the Add it Now button that appears below the gadget thumbnail.
  4. Click the Finished button to return to your dashboard.

Your new gadgets will likely need to be configured. Their individual configurations will appear on the dashboard, with default values already filled out.

To edit or remove gadgets:

  1. Hover over the gadget's colored header bar. Three icons appear to the right side.
  2. Click the down arrow icon, farthest to the right and select Edit to reconfigure the gadget's settings, or Delete to remove the gadget entirely.

Edit your dashboard layout

Dashboards can be edited to include more or less columns, change the column widths, and rearrange where gadgets appear.

Rearrange gadgets

To rearrange gadgets:

  1. Hover over the gadget's colored header bar. Three icons appear to the right side.
  2. Click and hold the cross-hairs icon.
  3. Drag the gadget to where you'd like it to be positioned and release the mouse.

Edit columns and column widths

BTS has five layouts to choose from. Click the Edit Layout button on the upper-right of the Dashboard page to select which layout suits you best.

Change gadget header colors

When you add gadgets, BTS assigns them a gray header. You may wish to change the color of that header to make a more drastic visual label for your gadgets. To change the gadget header color:

  1. Hover over the gadget's colored header bar. Three icons appear to the right side.
  2. Click the down arrow icon, farthest to the right and select the color you wish to label your gadget with.