---
title: "First steps and How it works"
canonical: "https://helpcenter.mindproapps.com/space/MG/2275115010/First%20steps%20and%20How%20it%20works"
format: markdown
---
> ℹ️ **Summary:** Learn more about what are the steps to get started with Mindpro Graphy.

### **Getting started with the app**


After installing and accessing the app, there are a few easy and simple steps to get started with Mindpro Graphy, see below a short summary and the direct links to know more.

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**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. 

![Mindpro-1718387771438-1x.png](media://c96872c0-79a8-4656-b905-2e396c5230f0)


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/MG/pages/2275016707)

![Mindpro-1718387958809-1x.png](media://8b056819-6d0c-40b2-a5ed-29c0240cf9c9)


**Step 2 - Create your Dashboard**

To get started, just click on the “Create new dashboard” option. You can choose to start with a blank dashboard or create one from a template:

![Mindpro-1731435835900-1x.png](media://6acc11ac-26f9-463c-9ff9-6354477214cc)


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/MG/pages/2275016816) | [Dashboard Gadgets & Templates](https://mindpro.atlassian.net/wiki/spaces/MG/pages/2275966977)

![Mindpro-1718388355819-1x.png](media://03418910-80c5-44ed-81a6-0e4af9a982c0)


If you prefer to start using a **Dashboard Template**, the app offers 3 different pre-built models to help you get started.


- **ITSM Metrics: **Template with ITSM metrics to help you track your service management issues and SLAs across teams and projects.
- **Asset Metrics:** Template with gadgets that are integrated with Atlassian Assets, to be configured as per the object schema and object type context.
- **Custom Metrics:** Template with custom gadgets to be configured as per the project context and your team's needs.


After creating a new internal 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/MG/pages/2274132221)

![Mindpro-1731436038468-1x.png](media://a4116376-a946-4bd0-bb0f-15d68017f7fe)



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**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/MG/pages/2274131970)

![Mindpro-1718388736883-1x.png](media://5a3cc67c-8566-44c1-a0d6-f607e6a8c214)


Also, you can change your dashboard configurations, gadgets, and other settings and save them in a few clicks.

To learn more, read the** **documentation: [Edit & Save](https://mindpro.atlassian.net/wiki/spaces/MG/pages/2274132151)

![Mindpro-1718388861395-1x.png](media://0b674e2e-2b71-42e9-80a9-aa4b096fede8)


**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/MG/pages/2274132388) | [Clone, Pin & Delete](https://mindpro.atlassian.net/wiki/spaces/MG/pages/2274132308)

![Mindpro-1718388965837-1x.png](media://3d4d5da4-a871-47f8-af0d-a735bd07c0d7)


> ℹ️ **Ready to get started?**
> ℹ️ 
> ℹ️ Now that you have a quick overview of how to get started, you can explore all features and product details [product documentation](https://mindpro.atlassian.net/wiki/spaces/MG/pages/2064908590).

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### **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)