Introducing our newest app, Dashboards.

Dashboards is your personalized homepage for all of the most important things (to you) in your organization's workspace. Use it as a notepad for your next 1-on-1, dashboard for your latest project, or any other reason you need to see your relevant tasks, notes, and goals at a glance.

Dashboards is available to all Hive users, regardless of plan. To access Dashboards, go to Apps -> Workspace Apps, and scroll down to Dashboards. From here, you can choose to pin it to your left sidebar. Toggle Dashboards on to begin using it and click into the app to begin.

As soon as you open the app, you’ll be prompted to create your first dashboard.

From here, you have the option to make your Dashboard Private (to just you or selected team members) or Public (to all members of the workspace). You can always change this, so we recommend starting with a Private dashboard, and making it Public after you're finished creating it.

After you create your Dashboard, you can start adding and customizing your widgets. To see all of the widgets available, you need to click Add Widget > Widget Library. From there you’ll see that there are several types of widgets you can leverage such as:

*Embed - Embedding a website will depend on if the website allows embedding.

You can use the Chart Builder to display Actions/Projects in a Bar Chart, Pie Chart, Line Chart, or Display of Numbers.

You can further customize your charts by using Filters and Grouping!

Users can choose their X & Y Axis depending on what you Report On!

You can work in Dashboards in two modes: Edit vs View

Simply toggle off the Edit mode to switch to the View mode.

To see which specific projects your chart is referring to, you can click on a slice, bar, line, or number widget and detailed information will appear.
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Swipe left to locate the '+' button and add additional columns. Drag & drop to manage the column order easily.

You can also view actions/projects by a specific Custom Field. To customize the view, go ahead and change the custom field colors:

For easier access, you can also add your Dashboard to the project directly. Go ahead and create a new Dashboards tab.

In Hive Notes, press the blue '+' icon to add the widget and create a chart directly from the note.

If you need to edit your dashboard settings, click Menu in the top right corner > Edit. From here, you can rename your dashboard, adjust privacy settings, and select or deselect projects to be included in your widgets. You can also delete a dashboard from the same Menu; however, Dashboards are not recoverable, so once it's deleted, it will be removed from your workspace entirely! Remember to triple-check before deleting.

If you need to share or duplicate your dashboard, you can also do this in the top right Menu. When clicking Share, the link is copied to your clipboard and you can send it to others. Please note that the link only works for users who have a Hive account.
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If you want your non-Hive stakeholders to see the dashboard, you can export your Dashboard to PDF.

To export a Dashboard, navigate to the top right-corner Menu of the Dashboard and find "Export to PDF" in the dropdown. The file will include all information that is visible on the dashboard.

​Please note: You must have access to the dashboard to export it.

Users can share their Dashboard publicly using a public link or scheduling an email.

Users can access the Share setting from the More menu!

If the user wants to share their Dashboard via a link, they can:

1) Open the Share setting in the Dashboard

2) Change the Default Share Setting to "Anyone with the link"

3) Click "Copy Share Link"

4) Share the link with other users/clients

If the user wants to share their Dashboard using an email, they can:

1) Open the Share setting in the Dashboard

2) Type the recipient's email address in the box

3) Choose the Date, Time, and frequency of the email

4) Click "Schedule" to trigger the email

*The user can cancel the email by clicking Cancel