Getting Started with Dashboard Hub for monday.com

Overview

The Dashboard Hub family

Open

https://appfire.atlassian.net/wiki/spaces/RDD/pages/201031765

https://appfire.atlassian.net/wiki/spaces/RDD/pages/200671294

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Open

https://appfire.atlassian.net/wiki/spaces/RDD/pages/146309347

https://appfire.atlassian.net/wiki/spaces/RDD/pages/146309398

https://appfire.atlassian.net/wiki/spaces/RDD/pages/146309834

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Opening Dashboard Hub

Right after installing Dashboard Hub for monday.com, opening Dashboard Hub is as simple as adding a view, and on ‘More views’ type and select Dashboard Hub for monday.com.

Creating your first dashboard

To set up your first dashboard, go to the ‘···’ button on the right and in the dropdown select ‘Create dashboard’. Now give it meaningful a name, a description and permissions for your new dashboard. After that, choose your desired template. If you don’t want any pre-built template, select blank dashboard and add the gadgets you want.

Adding gadgets

To add gadgets, click on the ‘Edit’ button on the right, and then on the ‘Add Gadget’ button. In the new window, navigate the large list of Dashboard Hub gadgets to find the one you want to add. Remember that you can filter by product on the list in the left, or simply type the name of the metric you’re looking for. Once a gadget is added, quickly configure it and it will start displaying data.

Remember that gadgets can be also added after setting up pre-defined templates, which makes it a great place to start and build your perfect dashboard.

Sharing dashboards (broadcasting)

Sharing a dashboard can be done in seconds. Click on the share icon on the top right of your dashboard, and copy the link. Then, send it to the person you want to share it with, who will be able to access immediately.

If you want your dashboard to be more secure, before copying the link, click on ‘Protect the public link with password?’, and define a password (at least 6 characters long). The people wanting to access would need to introduce that password in order to see the dashboard.

Live dashboard examples

• Formula Cards & Board Summary dashboard

• CRM dashboard

• Agile dashboard

• Multi-Product dashboard

Next steps

We recommend you these readings:

1. https://appfire.atlassian.net/wiki/spaces/RDD/pages/146309952 and https://appfire.atlassian.net/wiki/spaces/RDD/pages/146309955

2. https://appfire.atlassian.net/wiki/spaces/RDD/pages/146310002 and https://appfire.atlassian.net/wiki/spaces/RDD/pages/146310019

3. Check also the different dashboards templates, pretty sure there’s something you’ll use https://appfire.atlassian.net/wiki/spaces/RDD/pages/146310013

4. Well, writing this documentation took us time, so… why don’t you keep on reading interesting things like https://appfire.atlassian.net/wiki/spaces/RDD/pages/146309915, https://appfire.atlassian.net/wiki/spaces/RDD/pages/146310022 or https://appfire.atlassian.net/wiki/spaces/RDD/pages/146309693

See also