Charts Dashboard Overview

Innoslate's Charts Dashboard allows you to create new charts for your project and access existing charts.

The Charts Dashboard functions as the central hub for all the charts in an Innoslate project. This dashboard provides users with abilities to create, modify, organize, search, and filter charts according to their preferences. Additionally, users have the option to customize this dashboard and save the layout for their team to access.

 

• Calendar
• Kanban Board
• Gantt Chart
• Risk Burn-Down
• XY Plot

Navigating to Charts Dashboard

From the 'MENU' dropdown on the top left of the navigation bar, under the 'General' heading. Users have the option to 'Pin' the link to the Navigation Ribbon for convenient access. This is done by hovering your mouse on the riht and selecting + 'Pin'.

Adding Widgets to the Charts Dashboard

Users can modify their Dashboard and organize it by the ‘Add Widget’ button on the Charts Dashboard. 

A pop up appears allowing users to select from two options:

• The 'All Existing Charts' widget contains all existing saved charts in an Innoslate project. This widget is defaulted to appear on the dashboard, even before any actual charts may already exist.
• The 'Chart Card' widget allows users to easily access an individual  chart outside of the 'All Existing' widget. When 'Chart Card 'is selected, users will need to select their desired Chart Type: Calendar, Gantt Chart, Kanban Board, Matrix (Traceability) , Risk Burn-Down and XY Plot. Select the 'Target Entity' (Root Entity of the Chart) and select 'Add'.
  
  

After selecting a widget, take note of the 'Save to project' toggle. When enabled, all users who have access to the project will be able to view the widget on their Charts Dashboard.

Users may also use the 'Advanced Search Editor' or the 'Search Field' to query and find a specific charts:

When a user clicks on the 'Advanced Search Editor' a pop up will appear:

The 'Advanced Search Editor' will reflect the previous sort and filter options discussed from the upper left side of the 'All Existing Charts' Widget. It also provides users the ability to add on and build their query in the pop-up window. Users can choose from a variety of ordering and sorting options, such as ascending or descending, and utilize additional options and class options to effectively search for charts.

The 'Search Field' allows users to type in their query for a specific type of chart or clear their query here:

Users can also easily browse through their charts by paging on the lower left corner and select the number of charts they prefer to display in this widget with the 'Tiles per Page' dropdown on the lower right corner.

Additionally, users may save their layouts on their Charts Dashboard. When a change is made on the dashboard, the 'Save Dashboard Layout' option will appear.

Modifying Charts from a Chart Card in the All Existing Charts Widget

Users of Innoslate have the ability to modify their individual charts directly from the charts card within the 'All Existing Charts' Widget. Each Chart Card in this widget signifies a chart. When hovering over the header of each chart card, users will see icons that provide options to modify the corresponding chart. Below, is a comprehensive overview of these options.

• Edit Entity 

Clicking on the 'Edit Entity' icon will open a pop-up that enables users to modify the root entity of the chart, known as the Chart's root entity. This feature allows users to edit fields such as the root entity's name, number, description, and labels. It's important to note

• Refresh Image

To update the thumbnail image or make it visible on the Dashboard, simply click on the 'Refresh Image' icon. This feature comes in handy when importing a chart or when users would like to update the thumbnail image.

• Clone Chart

Users have the ability to duplicate a chart using the 'Clone Chart' button. When a user clicks on this icon, a pop-up window will appear, allowing users to create a name for the new chart and optionally include cross-project entities.

• Delete

Users can choose to delete a chart card by clicking on the 'Delete Chart' icon. It's important to understand that despite the label saying 'Delete Chart,' the action does not erase the actual chart data. Instead, it removes the chart card from the 'All Existing Charts' widget, detaching the chart's label from the root entity. Any personal preferences and customizations made to the chart, such as layout, colors, and displayed levels, will also be deleted. A confirmation prompt will appear to confirm the removal of the chart card. It's worth noting that while the chart card is removed, the chart data itself remains intact.

⚠️Since this option does not actually delete the entities, you can always re-add the appropriate label to the Root Entity to make the Chart reappear in the 'All Exisitng Widget'. For example, add the 'Kanban Board' label back to the desired Root Task Entity.

• Reports

Innoslate users can export a PNG of the Chart's thumbnail image or an XML or INNO of the whole chart from the 'Reports'  button of a Chart Card.

Chart Cards

To learn about the individual Chart Card that is not in the 'All Existing' widget, please see this article.

Create a Chart

To create a new Chart, users can follow the steps outlined below from the Charts Dashboard.

1) Navigate to the Charts Dashboard.

2) Select Create Chart. 

This button is actually 2 buttons  (both are squared off in the image below), there is a main button that is the long rectangle and will start a new root entity (the root entity is also known as the parent entity of the chart) this is the defaulted option. The second button is the arrow dropdown and gives users the options to start a new chart or start one with an already existing entity as the chart's root entity.

3) Choose the desired Chart Type.

4) Give the Chart's Root Entity a Name (mandatory), Number and Description.

4) Select 'Finish' to be navigated to your new Chart.