| Important note: as of February 2026 the Ftrack main navigation will be changing. Click here to learn more and orient yourself to the new layout. |
The Overview page in your workspace allows you to view data across all active projects in one place.
In addition to the out-of-the-box dashboard views, you can create custom cross-project dashboards to tailor how you are surfacing project information.
Create your Dashboard
To create a new dashboard, click the Dashboards button in the top right corner, then select +Create Dashboard.
In the old navigation, the + Create Dashboard button will be found in the left-side menu.
Select Cross-project view, then give your dashboard a Name, and choose the Type of data that will be displayed. Click Save when you're done.
| Note: The Capacity forecast dashboard is covered in a separate article. |
Configure your Dashboard
Choose the Attributes to display
Your Dashboard can be displayed in either a Card or List view. To choose which attributes will be visible on the page, click Settings at the top right of the page to open the settings panel.
The Sort drop-downs will allow you to select which Attribute you would like to sort your dashboard on, as well as if it should be displayed in descending or ascending order.
In List view, the Attribute column headers can also be clicked to sort your dashboard on the selected attribute.
Click + Add Attribute to add or remove the Attributes you wish to display in your dashboard. This will include any Custom Attributes if any have been created.
Once you have selected your Attributes, you can click and drag them in the settings panel to set the order they will appear in your dashboard.
In the List view, the column headers can also be clicked and dragged to reorder them from within the dashboard.
Set Filters
Filters can be set on your dashboard to help you surface specific data and gain insights into your projects more efficiently. You can combine multiple filters and choose if any or all of them should match. Adding a new filter or changing an active filter will automatically refresh the dashboard.
To add filters to your dashboard, click Filters next to Settings to open the Filters panel.
Click + New Filter to add a filter to your dashboard, then select from the list of available attributes. This will also include any Custom attributes created for the type of data being displayed.
When creating an Object dashboard, the Object type filter can be used to configure dashboards specific to any custom objects you have created for your projects.
Once all your Settings and Filters have been set, click Save Dashboard in the bottom right corner of either the Filters or Settings panel to save your changes.
This will give you the option to update the existing dashboard, or create a new one with the configured Settings and Filters applied.
After selecting the option that applies, click Save.
| Tip: The same steps can be used to alter any of the out-of-the-box Dashboards (Projects, Users, Tasks, Versions, or Projects and Users), and then save those changes out as a custom dashboard that can be revisited quickly, rather than manually applying those changes each time. |
Editing, Deleting, and Sharing a Dashboard
Clicking the Dashboards menu and hovering over a dashboard name, will display icons for the actions you are able to take on your dashboard.
In the old navigation, hover over the dashboard name in the left-side menu, and click the 3-dot menu for the options to display.
Clicking the pencil icon will give you the option to edit the dashboard name.
Clicking the trash bin icon will delete the dashboard.
Clicking the people icon will allow you to share the dashboard with other users or user groups in your workspace.
| Note: This option will only be visible if your user role has the necessary permission enabled. |
Pinning Dashboards
| Note: This feature is only available in the new navigation. |
The pin icon that appears next to the dashboard name will allow you to pin chosen dashboards to the top menu alongside the out-of-the-box dashboards.
This allows you to make often-used dashboards more easily accessible.
If you have a large list of dashboards, pinned dashboards will then move to a section at the top of the list. From here, you can click and drag the dashboard names to set which order you would like them to display in the 3-dot menu, as well as the top menu.