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This feature is restricted to Jira Administrators and Dashboard Folder Plugin Administrators only

This is the main page to configure the Folders and the Dashboard within the Folders.

Navigate to Dashboard Folders

  1. Click Settings → Issues on the top right hand corner

  2. Click Dashboard Folders under Dashboard Folders Configuration section on the left panel

Alternatively, you can use the keyboard shortcut if you are Jira Administrator:

  1. Key 'g' + 'g' consecutively on any Jira page

  2. Type Dashboard Folders in the search box

  3. Click Dashboard Folders

Dashboard Folders Page

The main Dashboard Folders page allows the admin to:

  • View the Dashboard Folders hierarchy 

  • Add or Delete Folders

  • Edit each Folder details

  • Manage each Folder contents (Dashboard)

  • Toggle Dashboard and Permission view (on this page)

  • Search Folder/Dashboard (on this page)

S/N

User Action

Description

1

Toggle Dashboard

Toggle button to display the list of Dashboard for each folder

2

Toggle Permission

Toggle button to display the "Viewer" permission for each folder

3

Add Folder

Adds a sub-folder to the current selected folder

Refer to Add/Edit Folder

4

Edit Folder 

Edit the current selected folder "Name" and "Viewer" permission

Refer to Add/Edit Folder

5

Manage Folder

Manage the Dashboard in the current selected folder

Refer to Manage Folder

6

Delete Folder

Delete the current selected folder

Add/Edit Folder

From each Folder, administrator can add new sub-folder to it or edit the details of the existing Folder (except for the "Home" folder).

  • Adding new Folder:

  • Editing a Folder:

Field

Description

Folder Name

The name of the Folder.

Folders will be displayed in the natural sort order of the Folder Name.

Tip: try prefix the Folder Name with a number to order them differently

💡

e.g. 1. Teams, 2. Departments, 3. General Reports

Viewers

This is the selected list of viewers that can view this Folder. 

Refer to "Select Viewers" field below on how to select the list of viewers.

For groups/project roles, click on the × icon on each label to remove the selected group/project role.

Select Viewers

Select the permissible groups of user that can view this Folder. 

  • If a folder is not visible to a user, all it's sub-folders will also be hidden from the user

  • Visibility of the Dashboard in each Folder will still adhere to the viewer permission set on each Dashboard

  • A folder will also not be shown to user if it has no visible Dashboard or sub-folders within it

Folder Viewers can be set to one of the following type:

TypeDescriptionPrivate

  • This is the default type

  • Only Jira Administrators and Dashboard Folders Administrators can view

Public

  • This allows anyone to view the Folder, including users that are not logged in

    • For not logged in users, this is only applicable to Jira instance set to "Public" mode and the Folder contains Dashboard shared to the public

Logged in users

  • This allows any logged in user to view the Folder

Shared to Group/Project

  • This allows user in the selected group(s) and project role(s) to view the Folder

  • After selecting the group(s) or project role(s), click on "+ Add" button to add the selection to "Viewers"

  • For Dashboard Folders Administrators, they can only add/remove  

    • Group(s) that they belong to

    • Project(s) where they have browse or administrator permission for

Manage Folder

From each Folder, administrator can edit the Dashboard within it.

Field

Description

Dashboard

The Dashboard to be filled into the current Folder

Alias Name (Optional)

An alias name for the Dashboard within the current Folder

This alias name will appear from the top bar dropdown of Folders and Dashboard and also on the side bar when viewing a Dashboard

The Dashboard will be sorted automatically in natural order by alias name (if applicable) followed by Dashboard name

This is useful to help:

  • Shorten or "Rename" Dashboard name so that it is easier to find or understand

  • Sort the Dashboard by prefixing number to the alias name (actual Dashboard name in brackets)

Remarks (Optional)

Allows administrator to leave a short note to other administrators (Jira and Folder Administrators)

This field has a character limit of 255 characters

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