Manage Dashboards

Rename a Dashboard

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To rename a dashboard, click on the Settings dropdown menu in the upper righthand corner of the dashboard to open the Settings menu and edit the text box.

Delete a Dashboard

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To delete a dashboard, click on Delete in the upper righthand corner of the dashboard.

Personal vs. Team Dashboards

There are two types of folders that Dashboards may be stored in:

  • Personal Folders: May only be viewed by the individual who created them
  • Team Folders: May be viewed by all users in your Indicative project

Folders are created and managed in Dashboards. To create a folder, click the Dashboards icon in the navigation bar. 

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In the Dashboards menu, click "Add New Folder". Name the folder, and select a privacy setting. Once created, the folder will be available in the dropdown menu in Dashboards, and new dashboards may be added to it.

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