How a dashboard be created from an already active sheet?

harocha

Hello. Any feedback is appreciated.

I do have a sheet - called "Tasks List" with Task name; Description, tasks health, tasks status, etc.

Now, rather than look for a dashboard template and build the list again, can I just create a dashboard out of my already existing "Tasks list"?

I've tried but can not find the path or option to do it.

Thank you!

KPH

Hi @harocha

You can use the Create button on the top right to create a dashboard from scratch. Click on that and choose the dashboard/portal option.

One you have given it a name you can add anything you want to it, using the menu on the right. You might need to create a sheet from your Task List, that summarizes the data in a format you can use to draw charts, or you may want to create reports and add those in.

There are instructions here: https://help.smartsheet.com/learning-track/level-3-advanced-users/dashboards

harocha

Thank you, KPH for your feedback. It is appreciated!

KPH

Hi @harocha

You can use the Create button on the top right to create a dashboard from scratch. Click on that and choose the dashboard/portal option.

One you have given it a name you can add anything you want to it, using the menu on the right. You might need to create a sheet from your Task List, that summarizes the data in a format you can use to draw charts, or you may want to create reports and add those in.

There are instructions here: https://help.smartsheet.com/learning-track/level-3-advanced-users/dashboards

harocha

Thank you, KPH for your feedback. It is appreciated!

Neicy

I tried to create a dashboard from an existing project template. When I go to edit the dashboard to add info the widget does not not allow me to edit it. What should I do? Do I have limited permissions?

KPH

Can you describe what happens when you try to edit the widget?

Click here:

Then on the 3 dots that appear here when you hover over it:

The choose "edit".

The widget editing menu should appear on the right.

Where do you get stuck?