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Dashboard settings

While editing a dashboard, use its options menu to rename it, update its description, and configure its theme, logo, and layout.

Dashboard options menu in edit mode

Rename a dashboard

To rename a dashboard:

  1. Open your dashboard and click Edit.
  2. Rename it using either method:

    • Click directly on the dashboard name, then click away or press Enter to confirm.
    • Click the options menu in the top-right corner, click Rename Dashboard, enter a new Dashboard Name, and click Rename.

  3. Click Save.

Your dashboard name updates immediately.

Dashboard description

A dashboard's description appears directly below its name when the dashboard is open.

To update it:

  1. Open your dashboard and click Edit.
  2. Click the options menu in the top-right corner and click Update Description.
  3. Enter a Description, up to 500 characters, and click Update.

    Update Description dialog

  4. Click Save.

To set a dashboard's theme and logo:

  1. Open your dashboard and click Edit.
  2. Click the options menu in the top-right corner, then click Dashboard Theme.
  3. Choose a Theme from the dropdown, or create a custom theme. See Dashboard Themes Editor.
  4. Choose a Logo, or select None. See Dashboard logos for how to upload and manage logos.

    Dashboard Theme dialog showing Theme and Logo dropdowns

  5. Click Apply.

Dashboard layout

To adjust a dashboard's layout settings:

  1. Open your dashboard and click Edit.
  2. Click the options menu in the top-right corner, then click Dashboard Layout.
  3. Set your Item Alignment.
  4. Turn on Use Auto Adjust to automatically arrange tiles, or leave it off to position them manually.
  5. Choose which Device Layout you're configuring: Desktop (1280px and above), Laptop (960-1280px), Tablet (600-960px), or Mobile (below 600px).

    Dashboard Layout dialog showing Item Alignment, Auto Adjust, and Device Layout options

  6. Click Apply.

You can configure a different layout for each device type, so your dashboard displays well regardless of screen size.

Note

You need edit permission on the dashboard to change any of these settings. See Roles and rights.

For renaming, duplicating, deleting, or reordering a dashboard's tabs, see Working with tabs.