Smaply Helpdesk
  • WELCOME
  • Getting Started
    • Sign up for a free account
    • Join by invitation
    • Switching between accounts
    • First steps in Smaply
    • Smaply: a visual walkthrough
    • Get started videos
  • Journey map editor
    • Feature overview
      • Lanes, columns and cards
      • Card type: Icon card
      • Card type: Link Journey Map
      • Lane type: Emotion chart
      • Lane type: Grid
    • Filters and views
    • Enhanced pasting functionality
    • Share journey maps
      • Invite users directly to journeys
      • HTML sharing of journey maps
    • Exporting journey maps
    • Keyboard shortcuts
  • Dashboard
    • Dashboard
    • Table actions
      • Filtering in dashboard lists
      • Saved views
      • Bulk actions
      • Copy assets across workspaces
      • Deleting journey maps
    • Personas
    • Templates
  • Portfolio
    • Opportunities, pain points, solutions
    • Portfolio matrix
  • Integrations
    • Metrics tools
      • Office 365 Excel
        • Configuring the Office 365 Excel integration
          • Setup service account for O365 Excel
          • Setup O365 Excel using Microsoft account (oAuth)
        • Using the O365 Excel integration in a metric
      • Google Analytics
        • Configuring the Google Analytics integration
        • Creating Google Service Account
        • OAuth Authentication for Google Analytics
        • Service account troubleshooting
      • PowerBI
        • Configuring the PowerBi Integration
          • Set up Service Account for PowerBI
            • Setup verification tool
          • Set up PowerBi using Microsoft account (OAuth)
        • Using the Power BI integration in a Metric
        • Getting up and running with PowerBI
      • Metric integration FAQs
    • Planning tools
      • Trello
        • Configure Trello with an api key
      • Asana
        • Configuring Asana using a Personal access token
      • Azure DevOps
        • Configuring Azure Devops with a personal token
      • Linear
        • Configuring Linear with Personal API key
      • Jira
        • Configuring JIRA with an api key
    • Embedding external content
  • Metrics
    • Introduction to metrics
    • Types of metrics
      • Series metrics
        • Create a series metric
      • Number metrics
        • Create a number metric
      • Comparison metrics
        • Create a comparison metric
    • Setting up metrics
  • Planning Items
    • Planning item overview
    • Adding a planning item
  • Account settings
    • Upgrade, downgrade or delete your account
    • Access levels and permissions
    • User management
    • Taxonomy
    • Tags
  • Learning resources
    • Video tutorial
    • Blog
    • Books
  • RELEASE NOTES
    • 2025
      • May
      • April
      • March
      • February
      • January
    • 2024
      • December
      • November
      • October
      • September
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  1. Dashboard

Dashboard

Here you find more info about all the sections in your dashboard navigation

PreviousKeyboard shortcutsNextTable actions

Last updated 2 months ago

Once you've logged into Smaply, you will land on the dashboard of your personal account and get an overview of your work from all accounts you are a member of.

The colored squares on the left represent the accounts you are part of. You might only have a Personal account , (it's always the topmost), but if you are part of several accounts, you can easily switch between them.

Easily create new journey maps, personas or metrics from your dashboard, or revisit your recently opened journey maps or the ones you've highlighted as your favorites.

The dashboard is also the place where you find journey maps that have been shared with you from workspaces or accounts you’re not a part of.

Marc the tailored views of your journey map lists as favorites and access them directly from the dashboard.

In the Learn section, you find helpful articles about different Smaply topics.

The navigation

All your journey maps are located in the Journey maps tab. Learn more about the .

Under Personas, you can create and manage your personas. Read more about .

In your Portfolio, you can see the pain points, opportunities, and solutions from your all journey maps. Learn how to manage your .

Find all the Metrics you created in your workspace. To learn more about metrics, head over to the .

Create of journey maps for your team to get started, or copy your journey map as a Template.

Journey map editor
Introduction to Metrics
Templates
Personas
Portfolio