Agiled Docs

Use dashboard management actions to keep your workspace dashboard list focused. Remove outdated dashboards and keep names aligned with how the team works.

Switch Dashboards

Use the dashboard selector in the dashboard header to move between available dashboards. Agiled preserves the selected dashboard in the URL so you can return to the same view.

Use separate dashboards for distinct jobs, such as daily operations, finance review, sales pipeline, support workload, or project delivery. Avoid creating many near-duplicate dashboards that make it unclear which one the team should use.

Name dashboards by audience or routine, such as Sales weekly review or Finance collections, not by the person who created them.

Keep one clear default dashboard for each major routine. Too many similar dashboards make it harder for the team to know which numbers to trust.

Rename a Dashboard

Open Dashboard.
Select the dashboard.
Open the dashboard actions menu.
Select Rename.
Enter the new name and save.

Only dashboards you own can be renamed.

Use names that describe the routine, audience, and cadence when helpful, such as Weekly sales review, Monthly finance review, or Operations daily triage. Avoid names that only make sense to the creator.

Delete a Dashboard

Open Dashboard.
Select the custom dashboard.
Open the dashboard actions menu.
Select Delete.
Confirm the deletion.

Only custom dashboards can be deleted. Built-in system dashboards stay available so teams do not lose the standard General, CRM, Finance, and Projects views.

Before deleting, confirm the dashboard is not linked from team docs, onboarding instructions, or manager routines. Disable it first if you need time to confirm whether anyone still uses it.

If the dashboard contains useful widgets, move or recreate them on the current team dashboard before deleting it.

Enable and Disable Dashboards

Dashboard management supports enabled and disabled states. Disable a dashboard when it should no longer appear for normal use but you are not ready to remove it permanently.

Review disabled dashboards periodically. If a disabled dashboard has not been needed after a full reporting cycle, delete it or rebuild the useful widgets into the dashboard the team actually uses.

Use a full reporting cycle as the test window for dashboards tied to finance, sales, HRM, or operations reviews.

Disable before deleting when a dashboard is linked from wiki pages, meeting agendas, onboarding notes, or manager routines. This gives users time to surface dependencies.

Dashboard Cleanup

During cleanup:

remove dashboards no team owns
rename dashboards with vague labels
disable before deleting when usage is unclear
move useful widgets into the current team dashboard
check links from wiki pages or onboarding docs before deleting

Ownership Review

Each shared dashboard should have an owner who knows why it exists and when it should be reviewed. If no one owns the dashboard, disable it and move useful widgets into an active team dashboard before deleting it.

Dashboard Lifecycle Checklist

For every shared dashboard:

define the audience
define the review cadence
assign an owner
remove duplicate dashboards
check links before deletion
review widgets after process changes

Manage Dashboards