Manage Dashboards

Rename or Delete a Dashboard

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To rename or delete a dashboard, click on the Settings dropdown menu in the upper righthand corner of the dashboard and select "Delete Dashboard" or "Rename 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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