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Platform experiences
Platform experiences Cloud

Documentation

  • Centralize your work across apps with Atlassian Home
    • What is Atlassian Home?
    • What are Platform Apps?
    • How to switch between apps and organizations
    • Troubleshooting the Atlassian Home for Jira integration
    • What is the new navigation in Atlassian Home?
  • Track goals and projects across Atlassian apps
    • What is a goal?
    • What is a project?
    • What is the Goals app?
    • Update reminders for goals and projects
    • Follow goals, projects, teams, and topics
    • Use goal status to track objectives and key results
    • Link projects to related work and goals
    • Pause or archive projects and goals
    • Record and share your project learnings
      • Add custom fields to projects and goals
      • Craft detailed status updates with the update composer
      • Produce reports and integrate with other apps using Smart Links
      • Save a customized view of the goal and project directories
      • Embed project and goal reports in other products
      • Example learnings for inspiration
      • Modeling large programs of work with goals and projects
      • Replace your spreadsheets with goals and projects
      • Restrict who can view and edit projects
      • Use goals and projects in Jira
        • Link goals and projects to work in Jira
        • Understand how goals and projects work with Jira
      • Use smart links to view projects in Confluence
      • What is a metric?
      • Write effective updates to projects, goals, and tags
    • Track goals and projects across other applications
      • Connect projects, goals, and tags with Microsoft Teams
      • Connect projects, goals, and tags with Slack
      • Post updates from Microsoft Teams
    • Curate a customized feed of goals and projects with tags
      • What are tags?
      • Using tags to categorize your goals and projects
    • Build dashboards to track work across Atlassian apps
      • Participate in the Home dashboards early access program
      • Create and manage dashboards
        • Dashboards list
        • Create a dashboard
        • Customize your dashboard layout
        • Star a dashboard
        • Archive, delete, and restore a dashboard
        • Manage dashboard access
        • Dashboard permissions
      • Add and manage dashboard widgets
        • Add a chart
        • Metrics in Home dashboards
        • Groups and segments in Home dashboards
        • Add and manage dashboard filters
        • Manage widgets on a dashboard
      • Explore Atlassian Intelligence in Home Dashboards
        • Activate AI for Home Dashboards
        • Generate a chart using Atlassian Intelligence
        • Get chart insights using Atlassian Intelligence in Home dashboards
        • Get dashboard insights in Home Dashboards
    • Collaborate using Smart Links
      • Use Smart Links to collaborate across products
      • Smart Link view options
      • Smart Link list view
        • Smart Links from across Atlassian and other products
        • Summarize Smart Links with AI
        • What data is sent and received when pasting a Smart Link?
        • Smart Link preferences
      • Administer platform apps for your organization
        • How to activate platform experiences
        • Manage automatic access to Goals and Projects
        • Platform experiences compliance support
        • Sync the manager attribute into Atlassian Home
        • How to sync the manager attribute into Atlassian Home with Azure AD
        • How to sync the manager attribute into Atlassian Home with Okta
        • Participating in the Platform Experiences early access program
      • Work with Atlassian teams across your products
        • What is an Atlassian team?
        • What is the Teams app?
        • Create and manage an Atlassian team
        • Manage your team profile
        • Search for people and teams
        • Delete a team
        • Sync team members with SCIM user provisioning
        • Sync teams data from Workday
        • Teams in Jira projects
        • Visibility of Atlassian teams information
        • Visibility of teams across your organization and sites
        • What is a managed team?
      1. Atlassian Support
      2. Platform experiences
      3. Resources
      4. Build dashboards to track work across Atlassian apps

      Create and manage dashboards

      • Dashboards list

        Use different filters and sorting to navigate to your dashboards.

      • Create a dashboard

        Start with a template or create a custom dashboard.

      • Customize your dashboard layout

        Tailor your Atlassian Home dashboard layout to meet your team’s needs using drag-and-drop functionality and other customizations.

      • Star a dashboard

        Mark your favorite or most important dashboards for quick access.

      • Archive, delete, and restore a dashboard

        Archive or move dashboards to the trash to clean up your dashboards list.

      • Manage dashboard access

        Share your dashboards with whoever needs to see or edit them.

      • Dashboard permissions

        Explore the two permission levels for dashboards and what actions are available for each.

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      • Dashboards list
      • Create a dashboard
      • Customize your dashboard layout
      • Star a dashboard
      • Archive, delete, and restore a dashboard
      • Build dashboards to track work across Atlassian apps
      • Participate in the Home dashboards early access program
      • Create and manage dashboards

      • Add and manage dashboard widgets
      • Explore Atlassian Intelligence in Home Dashboards
      CommunityQuestions, discussions, and articles
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