Add, rename, and delete dashboards in Azure DevOps

Azure DevOps Services | Azure DevOps Server 2020 | Azure DevOps Server 2019 | TFS 2018 - TFS 2013

Share progress and status with your team using configurable team or project dashboards. Dashboards provide easy-to-read, easy access, real-time information. At a glance, you can make informed decisions without having to drill down into other parts of your project.

Share progress and status with your team using configurable team dashboards. Dashboards provide easy-to-read, easy access, real-time information. At a glance, you can make informed decisions without having to drill down into other parts of your project.

When a project is first created, a default team and default team dashboard is created labeled Overview. You can customize this dashboard by adding widgets. Each widget provides access to one or more features or functions. To learn more about each widget, see Widget catalog.

Note

Multiple team dashboards and the widget catalog are available from TFS 2015.1 or later versions. For TFS 2015 and earlier versions, you don't have access to multiple team dashboards. Instead, your home page serves as a single team dashboard. For information on SharePoint dashboards, see Project portal dashboards.

Project and team dashboards

When you add a dashboard, you can choose to make it a project dashboard or one specific to a team. Use project dashboards to display information or status about the project or when you want to control who can edit the dashboard. Use team dashboards to focus information specific to a team.

Note

Project dashboards are owned by the person that created the dashboard. The owner can set permissions as to who can edit the dashboard. Team dashboards are owned by team administrators and can be edited by any member of the team. All dashboards can be viewed by members of the project. All widgets available to team dashboards are available for project dashboards. For team-specific widgets, if you aren't able to select a team through the widget, then the team defaults to the default project team.

Note

For information on SharePoint dashboards, see Project portal dashboards.

Prerequisites

  • You must be a member of a project. If you don't have a project yet, create one.
  • If you haven't been added as a project member, get added now.
  • Anyone with access to a project, including stakeholders, can view dashboards.
  • To add, edit, or manage a team dashboard, you must have Basic access or greater and be a team admin, a project admin, or have dashboard permissions. In general, you need to be a team member for the currently selected team to edit dashboards.
  • You must be a member of a project. If you don't have a project yet, create one.
  • If you haven't been added as a project member, get added now.
  • Install or enable the Analytics Marketplace extension. Analytics widgets aren't available if Analytics isn't installed, enabled, or running.
  • Anyone with access to a project, including stakeholders, can view dashboards.
  • To add, edit, or manage a team dashboard, you must have Basic access or greater and be a team admin, a project admin, or have dashboard permissions. In general, you need to be a team admin for the currently selected team to edit dashboards. Request your current team or project admin to add you as a team admin.
  • You must be a member of a project. If you don't have a project yet, create one.
  • If you haven't been added as a project member, get added now.
  • Anyone with access to a project, including stakeholders, can view dashboards.
  • To add, edit, or manage a team dashboard, you must have Basic access or greater and be a team admin, a project admin, or have dashboard permissions. In general, you need to be a team admin for the currently selected team to edit dashboards. Request your current team or project admin to add you as a team admin.
  • You must be a member of a project. If you don't have a project yet, create one.
  • If you haven't been added as a project member, get added now.
  • Anyone with access to a project, including stakeholders, can view dashboards.
  • To add, edit, or manage a team dashboard, you must have Basic access or greater and be added to the team administrator role for the team.

Open Dashboards

All dashboards are associated with either a team or a project. From the Overview>Dashboards page, you can browse all dashboards and see which team they belong to, or if they are project dashboard.

All dashboards are associated with a team. From the Overview>Dashboards page, you can browse all dashboards and see which team they belong to.

Open a web browser, connect to your project, and select Overview>Dashboards. The dashboard directory page opens.

Dashboards Directory, new navigation

It lists dashboards in the following order:

  • Your last visited dashboard
  • Your favorited dashboards
  • All dashboards of teams that you belong to
  • All dashboards defined for the project in alphabetical order.

Select the filter icon to filter the list by keyword or team. Keywords apply to dashboard titles, descriptions, and team names.

Filter the dashboard directory

If you need to switch to a different project, select the Azure DevOps logo to browse all projects.

Open a web browser, connect to your project, and select Dashboards.

Dashboards directory, previous navigation

If you need to switch to a different project, select the Azure DevOps logo to browse all projects.

Select a dashboard

  1. Select a dashboard from the directory list, or from the selector. To return to the dashboard directory, select the Browse all dashboards option.

    Dashboards, Browse all dashboards option

  2. To favorite a dashboard, hover over the dashboard and select the star icon.

    Dashboards, Favorite a dashboard

    Favoriting a dashboard will cause it to appear under My Favorites dashboards list on the dashboards directory. Also, it will appear towards the top in the Dashboards selector and in your personal Favorites list.

  1. Select the team whose dashboards you want to view. To switch your team focus, see Switch project or team.

  2. From Dashboards, select the name of the dashboard to view it.

    For example, here we choose to view the Work in Progress dashboard.

    Dashboards, Select a team dashboard

Add a dashboard

Add a new dashboard as needed to support your team's needs. You can also edit and rename any existing dashboards associated with your team.

  1. From the Dashboards directory, select New Dashboard. Or, when viewing a dashboard, open the selector and select the New Dashboard option.

    Open the create a dashboard dialog

    If you don't see the New Dashboard option, then you're not a team admin for the currently selected team, or you don't have permissions to add and edit dashboards. Either switch the context to your team, or request you be added as a team admin.

  2. Enter the name of the dashboard and other information you want to capture.

    Here we choose to create a Project dashboard. To create a team dashboard, select Team Dashboard and then select a team. To add a team, see Add a team.

    Create a Project dashboard.

  3. Select Save.

  4. The widget catalog opens. You can add one or more widgets to the dashboard. You can then configure and resize each widget as needed.

  5. You can move the widgets around the dashboard to place them where you want them.

  6. When you're done making changes, select Done Editing.

  1. From the Dashboards directory, select New Dashboard. Or, when viewing a dashboard, open the selector and select the New Dashboard option.

    Open the create a dashboard dialog

    If you don't see the New Dashboard option, then you're not a team admin for the currently selected team, or you don't have permissions to add and edit dashboards. Either switch the context to your team, or request you be added as a team admin.

  2. Enter the name of the dashboard and other information you want to capture.

    Create a dashboard dialog

  3. Select Save.

  4. The widget catalog opens. You can add one or more widgets to the dashboard. You can then configure and resize each widget as needed.

  5. You can move the widgets around the dashboard to place them where you want them.

  6. When you're done making changes, select Done Editing.

From Dashboards, select New Dashboard and enter a dashboard name.

Add and name a dashboard

If you don't see Edit icon, then you're not a team admin for the currently selected team, or you don't have permissions to add and edit dashboards. Either switch the context to your team, or request you be added as a team admin.

With the dashboard selected, you can add widgets and charts to the dashboard. Or, you can add charts to a team dashboard from the Work, Build, or Test pages.

Rename, delete, and enable auto-refresh

You can rename or delete a dashboard. When you enable auto-refresh, the dashboard automatically updates every 5 minutes.

Note

To delete a project dashboard, you must be a member of the Project Collection Administrators group.

Note

You can configure the auto-refresh setting for each dashboard for TFS 2015.2 and later versions. For TFS 2017.1 and later versions, you can set dashboard permissions.

  • To rename a dashboard, modify its description, or change its automatic refresh setting, open the dashboard, select the gear icon gear icon, and change the field options shown. Save your changes.

  • To delete a dashboard, open the Dashboards directory, select More Actions for the dashboard, and select Delete.

    Delete a dashboard

  • To set permissions for a dashboard, select the Security option. For details, see Set dashboard permissions.

  1. To manage dashboards, select the configure icon wrench icon.

    Open Manage dashboards dialog

  2. Drag and drop the dashboards into the sequence you want them to appear.

    Manage dashboards dialog

  3. (Optional) Select the Auto-refresh checkbox when you want the dashboard to refresh every five minutes.

  4. To delete a dashboard, select the delete icon.

  5. Select Save to save your changes.

You can also manage dashboard permissions.

  1. To manage dashboards, select the gear icon.

    Open Manage dashboards dialog

  2. Drag and drop the dashboards into the sequence you want them to appear.

    Manage dashboards dialog

  3. (Optional) Select the Auto-refresh checkbox when you want the dashboard to refresh every five minutes. The Auto-refresh feature requires TFS 2015.2 or later version.

  4. To delete a dashboard, select the delete icon.

  5. Select Save to save your changes.

Move or delete a widget

Just as you have to be a team admin, a project admin, or have the necessary permissions to add items to a dashboard, you must have the necessary permissions to remove items.

Tip

When you're in dashboard edit mode, you can remove, rearrange, and configure widgets, as well as add new widgets. Once you leave edit mode, the widget tiles remain locked, reducing the chances of accidentally moving a widget.

Select Edit to modify your dashboard.

You can now add widgets or drag tiles to reorder their sequence on the dashboard.

To remove a widget, select actions icon More actions and select Delete .

Delete a widget from a dashboard

When you're finished with your changes, select Done Editing to exit dashboard edit mode.

Select Edit dashboard icon to modify your dashboard. You can then drag tiles to reorder their sequence on the dashboard.

You can now add widgets or drag tiles to reorder their sequence on the dashboard.

To remove a widget, select the widget's Trash icon or Delete icon delete icons.

When you're finished with your changes, select Exit edit-dashboard-mode icon to exit dashboard editing.

Extensibility

Using the REST API service, you can create a dashboard widget. To learn more about the REST APIs for dashboards and widgets, see Dashboards (API).

Try this next

As you can see, you can use team dashboards to provide guidance and keep your team in sync, providing visibility across your org about status, trends, and progress.