Rename a Dashboard

When you create a dashboard, it is assigned a default name. You can change the name of your dashboard any time. You can rename it at the top of the dashboard or you can rename it when you save it.

Note: You can also copy a dashboard and save the copy with a new name. See Copy a Dashboard.

Note: In this release, when your admin enables the Enhanced Experience user interface, you will see changes to workflows you may have used in previous releases.

Rename a dashboard at the top of the dashboard

1. Select the Discovery Board card on your home page or Library from the main menu. The dashboard library opens.

2. Edit the dashboard you want to rename.

3. Select the name of the dashboard at the top of the dashboard.

4. Specify the new name for your dashboard.

5. Save the dashboard.

Rename a dashboard when you save it

1. Select the Discovery Board card on your home page or Library from the main menu. The dashboard library opens.

2. Edit the dashboard you want to rename.

3. In the dashboard header, select in the upper right corner of the dashboard.

   The Save Options dialog appears.

   

4. In the Name box, specify the new name for your dashboard.

5. Optionally modify the description of the dashboard in the Description field. A maximum of 750 characters can be specified. Leading and trailing spaces are not allowed.

6. Select Save to save the dashboard.