Documentation

OpenDash Docs

Learn how to create projects, build dashboards, work with widgets, and publish shareable views. This guide is written for people using OpenDash day to day.

Dashboard Overview

The dashboard is your starting point after signing in. It is the place where you create projects, reopen work in progress, check which pages are already shareable, and jump back into editing whenever something needs refinement.

What You Can Do Here

Create projects: Start a new dashboard workspace with a clear name and short description.

Track status: See at a glance which dashboards are active and which are still drafts.

Return to editing fast: Open the builder directly from the project card when you need changes.

Project Management

Each project represents one dashboard workspace. Keep the project name specific enough that teammates can tell its purpose before opening it.

Recommended Flow

  • Create: Make a project when you are starting a new dashboard for a team, report, or client.
  • Edit details: Update the title and description when the dashboard scope changes.
  • Open Builder: Use this when you want to change layout, widgets, styling, or data.
  • Publish or unpublish: Switch status only when the dashboard is ready for viewers or needs to go back into draft mode.

Project Cards

Each card gives you the project title, summary, current status, and the actions you are most likely to need next: edit, preview, reopen, or remove an outdated workspace.

Status Summary

The totals at the top help you scan how many dashboards you have in progress, how many are already published, and where attention is still needed.

Sidebar Navigation

Use the sidebar to move through your workspace quickly. It is the fastest way to get back to the dashboard, review project lists, and exit the authenticated area when you are done.

Project Detail Sheet

The project detail view gives you more context than the card alone. It is useful when the dashboard is being reviewed by a team instead of one person.

Overview

Quick actions, current status, and the fastest path back into editing or preview.

Tasks

A lightweight place to track follow-up work for the dashboard.

Comments

Notes and context for teammates reviewing the project.

Bugs

A simple place to record issues found during testing or review.

Collaboration Tips

A few habits make dashboard work much easier for teams:

  • Use project names that describe the audience or business question.
  • Write descriptions that explain what the dashboard should answer.
  • Publish only after preview looks clean enough for outside eyes.
  • Use comments and tasks to capture decisions instead of leaving them in chat.