--- title: "First steps and How it works" canonical: "https://helpcenter.mindproapps.com/space/DHC/2246475922/First%20steps%20and%20How%20it%20works" format: markdown --- > ℹ️ **Summary:** Learn more about what are the steps to get started with Mindpro Dashio. ### **Getting started with the app** After installing and accessing the app, there are a few easy and simple steps to get started with Mindpro Dashio, see below a short summary and the direct links to know more. --- **Step 1 - Start Screen** When you open the app for the first time, the start screen will be displayed. If this is your first access and you still need to create or share a dashboard, you will see the initial screen for creating a dashboard. ![image](media://298ff6d1-259c-4de2-881d-27c03e396940) If you already have a dashboard created or shared, you will see the last dashboard you accessed on the app on your home screen. To learn more read the** **documentation: [Dashboard Overview](https://mindpro.atlassian.net/wiki/spaces/DHC/pages/2246476095) ![image](media://ecdc6459-8fbe-4ed9-b2cc-6ad8492af370) **Step 2 - Create your Dashboard** To get started, just click on the “Create new dashboard” option and the app will offer two ways to create your dashboard: **Blank Dashboard** or **Dashboard Templates**. ![Mindpro-1733337883566-1x.png](media://7bfd36aa-fd60-4d88-8826-452da4a454a6) If you select to start with a **blank dashboard**, the app will open the dashboard customization screen, where you can choose any of the nearly +30 pre-built metrics and custom gadgets available in the app. Just drag and drop the ones you want to use, and save your selection. To learn more read the** **documentation: [Customization](https://mindpro.atlassian.net/wiki/spaces/DHC/pages/2246476379) | [Dashboard Gadgets & Templates](https://mindpro.atlassian.net/wiki/spaces/DHC/pages/2246476838) ![Mindpro-1716996111979-1x.png](media://e06c7cb0-70c2-40c3-a82b-20ea65c0043a) If you prefer to start using a **Dashboard Template**, the app offers 3 different pre-built models to help you get started. - **Agile Scrum Metrics:** Template with agile metrics to help you track your sprints, epics, and release progress. - **Agile Kanban Metrics:** Template with agile metrics to help you visualize your workflow bottlenecks and improve efficiency. - **Custom Metrics:** Template with custom gadgets to be configured as per the project context and your team's needs. After creating a new dashboard from scratch or selecting a pre-built template, the app will ask you to provide the dashboard name, add a summary description, and whether you want to keep the dashboard private or whether you want to share it with other members or groups in the organization. To learn more read the** **documentation: [Share your Dashboards](https://mindpro.atlassian.net/wiki/spaces/DHC/pages/2246476606) ![image](media://86fa5e21-2321-450e-9829-5141e2e79b16) --- **Step 3 - Filter, Edit and Save your Dashboard ** After creating your dashboard, you can use Basic filters or JQL to search and refine the data instantly or even perform the data drill-down, clicking directly on the charts and cards. To learn more read the** **documentation: [Search & Filters](https://mindpro.atlassian.net/wiki/spaces/DHC/pages/2246476212) ![image](media://056ee54f-cd28-44d8-8524-34681eac456c) Also, you can change your dashboard configurations, gadgets, and other settings and save it in a few clicks. To learn more read the** **documentation: [Edit & Save](https://mindpro.atlassian.net/wiki/spaces/DHC/pages/2246476536) ![image](media://11f6fa57-c363-4cbe-91ce-0b9bf275a5b7) **Step 4 - Export & Manage your Dashboards ** In addition to exporting data from your dashboards in PDF, CSV, or PNG formats, you can set and manage other dashboard settings (clone, pin, delete, and more..) in a few clicks. To learn more read the** **documentation: [Export your Data](https://mindpro.atlassian.net/wiki/spaces/DHC/pages/2246476773) | [Clone, Pin & Delete](https://mindpro.atlassian.net/wiki/spaces/DHC/pages/2246476693) ![image](media://add321a6-1091-442d-acab-2f0222f78300) > ℹ️ **Ready to get started?** > ℹ️ > ℹ️ Now that you have a quick of overview of how to get started you can explore all features and [product details](https://mindpro.atlassian.net/wiki/spaces/DHC/pages/2246476065). --- ### **Need any help?** Didn’t find what you were looking for? Raise a ticket [here](https://mindpro.atlassian.net/servicedesk/customer/portal/3) or get in touch at [support@mindproapps.com](mailto:support@mindproapps.com)