September 10, 2015

Getting Started with TestTrack Dashboards

Helix ALM
If you’re still using TestTrack’s Home page, it’s time to upgrade! TestTrack 2015.1 brings you dashboards in place of the Home page. You’ll be thrilled to see how much more flexible and useful dashboards are. Even if you didn’t previously use the Home page, keep reading. You’ll learn a lot about how your team can use dashboards to stay in the know. Dashboards are the easiest, most visible way to stay current with what’s going on in a project and to make sure your whole team is on the same page. As a team member, you can easily see what you need to work on and gain visibility into the status of a release, sprint, or other project segment you’re contributing to. As a team lead, you can quickly see where your project stands overall, the team’s activity level, and potential problems—all without needing to ask people for information or generating reports. Dashboard Dashboards are the first thing you see when you open TestTrack, whether you use the native or web client. If you used the Home page before, you'll see that it is automatically converted to a dashboard when you upgrade. Following are some of the new, exciting things you’ll find in dashboards.

Multiple dashboards for different needs

You can create multiple dashboards for different purposes. For example, you may have a dashboard targeted at developers, one for QA, and others for managers. Or, you may have dashboards for different sprints or releases. You can easily switch between multiple dashboards. If you’re not interested in seeing a specific dashboard, you can easily hide it and access it again later if needed.

Configurable, flexible layouts

You decide what to show on each dashboard and how to show it. You can use layouts with one to three columns. You can also add a header that spans across the entire dashboard above the columns to show the most important information. Many teams put count widgets in the header area to give that information maximum visibility. EditDashboard What goes in those columns is up to you. You can drag and drop existing widgets as you create a dashboard or create widgets as you go. Columns automatically resize as you resize the window, so no worries about overlapping data. Whether you’re working on a small monitor or projecting on a large screen, dashboards are responsive.

More widgets, better widgets

If you used the Home page, you may be familiar with the following widgets. You can now choose if you include these widgets on a dashboard.
  • Currently assigned to me—Shows items assigned to the currently logged in user.
  • Recent activity—Shows the 20 most recent activities on items in the project.
  • Count—Shows the number of items that pass a specific filter and takes you directly to the list of items. These widgets display a configurable color, which can help highlight high priority information.
WidgetsAnd, introducing new widgets!
  • Charts—Shows data in a chart to help you visualize what's going on in your project. Choose from area, bar, column, combo, line, pie, and scatter charts. You can even create charts based on live charts that you’re already using.
  • Burn down charts—Shows the work left to do versus the total time available in a specified planning period, and the actual effort. Helps you determine if the remaining work can be completed on schedule.
  • Burn up charts—Shows the work done versus the total time available in a specified planning period, and the actual effort. Helps you determine if work is completing on schedule based on the projected progress.
See the TestTrack help for more widget information and examples.

Sharing via security groups

You can control which users can view each dashboard using security groups. For each dashboard, you can give access to a specific group or multiple groups. This helps ensure that the right people see the right information and that your team isn't be buried in irrelevant information. If users in that group aren’t interested in seeing the dashboard, they can easily hide it and access it again later if they need to see it.

Fresher data

No more manual refreshing! Dashboards are automatically refreshed every 15 minutes. You can also refresh dashboards and specific widgets on demand to get fresh data immediately.

How to get started with dashboards

So, now you're ready to dig in and use dashboards! Here are a few resources to help you get started:
  1. Watch this video for a quick overview of dashboards.
  2. If you simply want to learn how to use dashboards, start here (native clientweb client). There are also some great example dashboards and widgets in the TestTrack sample projects. Take a look at Sample Project dashboards and Sample Scrum Project dashboards.
  3. Before you start configuring dashboards and widgets, take some time to learn how to add dashboardsadd widgets, and the different widget types. Keep in mind that access to create dashboards and widgets may be limited depending on your team’s needs. Some teams may only allow administrative users to configure them. To give users access to configure dashboards, enable the Configure Dashboards security command for a security group. To give access to configure widgets, enable the Configure Dashboard Widgets command. Both of these commands are in the Administration category.