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!