Add and manage dashboards

Azure DevOps Services | Azure DevOps Server 2019 | TFS 2018 | TFS 2017 | TFS 2015

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.

The Overview page provides access to a default team dashboard which you can customize by adding, removing, or rearranging the tiles. Each tile corresponds to a widget that provides access to one or more features or functions.

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.

Note

For information on SharePoint dashboards, see Project portal dashboards.

Prerequisites

  • You must be a member of a team project. If you don't have a team project yet, create one.
  • If you haven't been added as a team 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 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.

Prerequisites

  • You must be a member of a team project. If you don't have a team project yet, create one.
  • If you haven't been added as a team member, get added now.
  • Anyone with access to a project, including stakeholders, can view dashboards.
  • To add a widget to a team dashboard, you must 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.

Prerequisites

Connect to the web portal for your project

Note

Your web portal uses either the New navigation or Previous navigation user interface. Choose the New navigation tab if the New Navigation feature is enabled. You'll see a vertical sidebar along with other navigational features when New Navigation has been enabled for the signed-in user or the organization. Choose Previous navigation when you see a top-level, blue-bar—indicating that New navigation isn't enabled. For more information, see Web portal navigation.

Note

Choose the New navigation tab for guidance as Azure DevOps Server 2019 only supports the new navigation user interface. For more information, see Web portal navigation.

Note

Choose the Previous navigation tab for guidance as TFS 2018 and earlier versions only support the previous navigation user interface. For more information, see Web portal navigation.

Open a web browser window and choose Overview>Dashboards.

Web portal, open Dashboards

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

New navigation isn't supported for TFS 2018 and earlier versions. Choose the Previous navigation tab for guidance.

Select a dashboard to view or modify

All dashboards are associated with a team.

  1. From Overview>Dashboards, open the selector and choose the Browse all dashboards option.

    Dashboards, Browse all dashboards option

  2. The dashboard directory page shows you your last visited dashboard, your favorited dashboards, all dashboards of teams that you belong to, and lists all dashboards defined for the project in alphabetical order. Choose the  filter icon to filter the list by keyword or team.

    Dashboards, All

  3. To favorite a dashboard, hover over the dashboard and choose the star icon.

    Dashboards, Favorite a dashboard

    Favoriting a dashboard will cause it to appear within your Favorites page, and appear towards the top in the Dashboards selector.

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

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

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

    Dashboards, Choose a team dashboard

Add and name your 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. All dashboards are associated with a team.

  1. From Dashboards, open the selector and choose the plus icon New Dashboard option.

    Open the create a dashboard dialog

    If you don't see the plus icon 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

    Choose Save.

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

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

  5. When you're done making changes, choose Done Editing.

From Dashboards, choose the plus icon and enter a dashboard name.

Add and name a dashboard

If you don't see the plus 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.

Manage dashboards and enable auto-refresh

You can rename or delete a dashboard. Also, you can enable auto-refresh, and the dashboard will automatically update every 5 minutes.

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 it's description, or change it's automatic refresh setting, open the dashboard, choose the gear icon gear icon, and change the field options shown. Save your changes.

  • To delete a dashboard, open the All dashboards page, open the actions icon actions menu for the dashboard, and choose the Delete option.

    Delete a dashboard

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

  1. To manage dashboards, choose 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, choose the  delete icon.

  5. Choose Save to save your changes.

You can also manage dashboard permissions.

  1. To manage dashboards, choose 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, choose the  delete icon.

  5. Choose Save to save your changes.

Move or delete a widget from a dashboard

Note

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.

Choose  Edit to modify your dashboard.

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

To remove a widget, choose the actions icon actions icon and select the Delete option from the menu.

Delete a widget from a dashboard

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

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.

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

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

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

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.

Note that you can drag and drop a widget from the catalog onto the dashboard.

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.

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).