Saved Dashboards

Saved Dashboards allow you to save your preferred Planner, Workspace, and Timesheets configurations and switch between them with a single click.

Instead of configuring filters, teams, date ranges, and display options every time you open ActivityTimeline, simply save the configuration as a dashboard and reuse it whenever needed.

Saved Dashboards are particularly useful for managers who regularly work with different teams, projects, or reporting views.

Create a Saved Dashboard

You can save dashboards from the Planner, Workspace, or Timesheets modules.

To create a dashboard:

1. Open the desired module.

2. Configure the view as needed (filters, teams, date range, grouping, etc.).

3. Click Save Configuration As.

4. Enter a dashboard name.

5. Click Save.

Your dashboard is now available from the Planner menu and can be opened at any time.

What Is Saved?

The saved configuration depends on the module.

Planner

The following settings are stored:

• Selected teams

• Left panel filters

• Selected time period

• Workload indicator mode

• Grouping and sorting

• Team Panel configuration

• Timeline display settings

Timesheets

The following settings are stored:

• Left panel filters

• Grouping options

• Report type

• Reporting period

• Reporting units (Days, Weeks, or Months)

Share a Dashboard

Dashboards can be shared with other users.

Open My Account -> Dashboards, and click Configure.

If you are the dashboard owner, you can:

• Rename the dashboard.

• Change its sharing settings.

Dashboards can be shared with:

• Individual users

• Entire teams

• User roles (for example, Managers)

This makes it easy to standardize planning and reporting views across your organization.

Dashboard Information

The Dashboard menu displays additional information about each dashboard, including:

• Dashboard type (Planner, Workspace, Timesheets)

• Dashboard owner

• Whether the dashboard is shared

This helps distinguish your personal dashboards from those shared by other users.

Share a Direct Link

You can also share a direct link to any saved dashboard.

To copy the link:

1. Open the Dashboard menu.

2. Right-click the dashboard name.

3. Select Copy Link Address.

Anyone with permission to access the dashboard can open it directly using the shared link.