Manage Dashboards

Create, rename, duplicate, and delete dashboards, and understand what matters for each step.

Create a new dashboard

Create a dashboard directly in the workspace with the + New Dashboard button.

You can also create a dashboard from a template. Templates already include preconfigured widgets and are a good starting point for common use cases.

Every new dashboard must be assigned to a dashboard group. Without a group, it does not appear in the workspace.

Rename a dashboard

  1. Open the dashboard.
  2. Click the title in the header or open Edit dashboard from the menu.
  3. Enter the new name and save.

The name appears on the workspace card and in the breadcrumb navigation.

Duplicate a dashboard

In the workspace, enter edit mode and click Duplicate on the dashboard card. The duplicate is created in the same group, keeps all widgets, settings, and active data bindings from the original, and starts as a separate private dashboard.

Duplicating saves time when you need similar layouts for different topics or time periods.

Delete a dashboard

Deletion is also available through Edit dashboard. Deleted dashboards cannot be restored. Check first whether other team members still rely on the dashboard.

Edit dashboard settings

In the settings, you can configure:

  • Title - the dashboard name shown on the card and in navigation
  • Description - optional explanatory text shown on the workspace card
  • Dashboard group - assignment to a group in the workspace
  • Visibility - controls who can see and edit the dashboard, depending on your organization's access setup

In the workspace, dashboards appear as cards inside their groups. Click a card to open the dashboard. Use the breadcrumb navigation in the header at any time to return to the workspace.