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Dashboard Options

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Maria Herrell
Updated 1 week ago
The dashboard options menu, found in the upper right corner of your dashboard, gives you quick access to several key actions to help you manage your dashboards efficiently.

Available Actions:

  • Rename Dashboard:
    Easily change the name of your current dashboard.
    Tip: Choose clear names that reflect the dashboard’s purpose.
  • Delete Dashboard:
    Permanently remove the current dashboard from your account.
    Note: This action cannot be undone.
  • Make Dashboard Default:
    Select which dashboard you want to see first when you log in.
    Important: Setting your default only changes your view—it won’t affect other users.
  • Duplicate Dashboard:
    Create a copy of your current dashboard.
    You’ll be prompted to give the new dashboard a unique name.

Quick Tips

  • Use the dashboard options menu to keep your workspace organized and tailored to your workflow.
  • Remember: Deleting a dashboard is permanent—double-check before confirming!
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