Project Home Page

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Project Homepage

The Dashboard is the project home page, the central location for information and navigation within a Squish project. It is the first page displayed when you log in, and it can always be reached by clicking the project's name in the project navigation bar.

The Dashboard displays issue searches you have chosen to display. In any search, to view an issue's details, click on the Issue ID or Subject. To view the project milestones, click the Version/Milestone. To e-mail the person an issue is assigned to, click the person's name in the Assigned To column. You can also hover over a user’s name to view some contact information, such as group name and badges, organization, and, if you are a company or project administrator, their email address.

Each search on the dashboard includes a few quick tools, such as grouping field selection, display type selection, and an Action menu. Additionally, for table searches with grouping fields defined, there is an option to expand or collapse all grouped categories.

Some of the searches displayed may not be exhaustive; they are limited to the number of issues you set for home page listings in your account options. Click the links in the list headers to view the complete listings.

The header bar includes the following tools:

  • Statistics - Across the top of the page are the total number of issues (both non-confidential and confidential), the number of unresolved issues, and the number of unresolved issues which are assigned to you. On smaller screens, these can be found in the More menu. Each of these counts is also a link to the built-in search it describes.
  • Contact Managers - Located in the More menu, this is a link to email the users who manage the current project.

There are three default searches available in Squish, which are added to your dashboard automatically when you join: Recently Updated Issues, Unresolved Issues Assigned to Me, and Watch List.

  • Recently Updated Issues - This list shows the recent activity on issues in this project. The issues are listed in order of Date Last Modified, with the most recent date at the top.
  • Unresolved Issues Assigned to Me - This lists the open issues which are assigned to you. The most recently updated issues are listed first. To view an issue's details, click on the Issue ID or Subject. To view the project milestones, click the Version/Milestone. This list is only displayed for project members that can have issues assigned to them.
  • Watch List - This list shows the issues in this project which you have added to your watch list. They are listed in order of Date Last Modified, with the most recent date at the top.
  • Edit Page – This provides various options to customize your dashboard

Customize Displayed Searches

You can customize what appears on your homepage for different projects.  Each project is handled separately, so if you add or remove search results tables on a homepage for one project, that will not change which search results tables you see on the homepage for the other projects you have access to. To access the editing page, click on the Edit Page button at the top or bottom of the page.

The editing page allows you to reorganize the order in which you see search results:

  • Move search results tables and search fields within those results tables.
  • Remove search results tables from your homepage.
  • Add or remove fields from your search results tables.

home page.PNG

A multitude of tools allow you to tailor your project homepage to display the searches most relevant to you, with several view options. Default searches are added to your homepage, which can then be modified, or even removed from the project homepage later.

While editing your homepage, you can select the format in which the search will render by selecting it from the first dropdown in the search. By default, all searches are set to display as tables. Available search result display formats are:

  • Table - Displays a table listing of issue matching the search criteria.
  • Board – Groups issue under boards using the Grouping Field value. Issues can be dragged and dropped from one board to another to update the value of the Grouping Field for that issue. If you are required to update issues via a workflow, then a workflow must be available for the issue that allows you to update the Grouping Field value.
  • Pie Chart
  • Doughnut Chart
  • Bar Chart
  • Horizontal Bar Chart
  • Stacked Bar

project homepage.PNG

search display width.png

Next, you can select the size of the search results display relation to the screen. The second dropdown under each search, which is defaulted to "Full Width", controls this. The following options are available:

  • Full Width
  • 1/4 Width
  • 1/3 Width
  • 1/2 Width
  • 2/3 Width
  • 3/4 Width

The third dropdown choice designates the field on which the search will group issues. In addition, Table search formats list all possible display fields, in the order they would be displayed in. To remove or add fields to be displayed in these search results, select the checkbox next to the field.

At the top right of each search box is a drop-down menu, very similar to the options available on any search results page. To remove a search without replacing it, select the Remove from Homepage tool under this menu.

The homepage will open with the changes you made.

To edit a search on the homepage:

  1. Open the Actions menu for the search.
  2. Select Homepage Settings. You may instead select Remove from Homepage to delete the search from your homepage.
  3. Make any desired changes to the search display properties.
  4. Select Save Changes.

Saved searches can be added to the homepage via the Search screen.  To add search results, first either create and save a new search or run an existing search by clicking on the link for the search on the Search screen or the Search menu.  After running a saved search, select Add to Homepage. Check the “Display this search on my project homepage” box and configure other display options for the search such as the format, width, fields, and groupings. Click Save Search.  The search results table is added to the top of your homepage.