Dashboard Organization (e.g. Dashboard Folders)
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Lily Chan
Hi Everyone! In case you haven't seen the announcement yet, Dashboards are now able to be created in the hierarchy sidebar. This should help with organization a bit (e.g. you can create a Folder of Dashboards in the hierarchy). Currently, you can move Dashboard views to the sidebar and vice versa.
You cannot move standalone Dashboards (ones only accessible from the Hub) to the sidebar yet because of some technical challenges. But this is top of mind for me and I hope to tackle that this year.
Brendan W
Merged in a post:
Be able to organize dashboards into folders by type
Julie Runez
I've requested this before, but apparently did a bad job of describing what I meant because it was merged with another request that is not the same: https://feedback.clickup.com/feature-requests/p/dashboard-organization-eg-dashboard-folders
We have a LOT of dashboards, and they are used by different departments. Some of the dashboards are used by guests and are stand-alone dashboards that do not appear in project folders.
We would like to be able to go to the Dashboard area and see three folders:
- Engineering Dashboards
- Assembly Dashboards
- Customer Portal Dashboards
Our giant mess of a list would disappear, and folks would only have to see the dashboards they actually use.
Sigurd Seteklev
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This is an old post. We now let you have dashboards as a View and dashboards in the sidebar.
Feel free to open up new posts if you still have challenges organizing your dashboards.
S
Stephanie Zang
We need the ability to put dashboards in folders in the Dashboard View. For example, I would like a folder for all dashboards created in a year, or all dashboards created by a specific team. Or the ability to archive or version them.
Sigurd Seteklev
Stephanie Zang: Thank you for you feedback. So I believe you mean inside the Dashboard hub (that is what we internally call the screen you get when you click Dashboards in the sidebar).
We have many things on out plate, but letting user be able to organize the hubs better is something we really want to do.
Andrew Murray
Hey Lily Chan! Will we be able to make subfolders (folders within folders) anytime soon?
Thanks!
Lily Chan
Andrew Murray: We're all very excited for Subfolders as an entire Product org and have been working cross-squad to get this done as it cross cuts every area of the product. You can follow along on this canny post for the latest updates: https://feedback.clickup.com/feature-requests/p/subfolders
cc Sigurd Seteklev
Lily Chan
Merged in a post:
Sidebar specifically for Dashboards
Anna Knoll
So it would be easier to navigate around
Lily Chan
Hi Everyone! In case you haven't seen the announcement yet, Dashboards are now able to be created in the hierarchy sidebar. This should help with organization a bit (e.g. you can create a Folder of Dashboards in the hierarchy). Currently, you can move Dashboard views to the sidebar and vice versa.
You cannot move standalone Dashboards (ones only accessible from the Hub) to the sidebar yet because of some technical challenges. But this is top of mind for me and I hope to tackle that this year.
Helen Gamage
Lily Chan thanks Lily, any sense of time before can move standalone dashboards please as at this point we are considering recreating them from scratch but they are big and complex so we really do not want to do this - our main issue with dashboards other than this is duplicating them or using a template ignores the drill-down columns so we spend an awful lot of time recreating the correct drill-down columns too
Lily Chan
Anna Knoll Could you share more about what you mean by "Sidebar" for Dashboards?
You can now add Dashboards in the sidebar hierarchy, like you can for Docs and Whiteboards. But it sounds like you're looking for something different.
Anna Knoll
Lily Chan In the old version, it was very convenient that the sidebar (All/My Dashboards/Shared/Private/Workspace) was always visible when opening a dashboard. This sidebar immediately displayed important information. However, in the new version 3.0, this feature was removed. Now, when I want to open another dashboard, I have to navigate through several steps, which is quite cumbersome.
Would it be possible to reintroduce the sidebar in a way that allows you to open different dashboards with a single click and quickly switch between them without many intermediate steps?
Lily Chan
Anna Knoll Thanks for your response! We appreciate the feedback. Our innovations team is exploring introducing a sidebar to all Hubs - this is still in the scoping and design phase. In the interim, I'm going to merge your request into the existing Dashboard Organization feature request.
Lily Chan
Merged in a post:
Dashboards folders a
Mohammed Qutaishat
Need to create folders and subfolders for dashboards (in dashboards main page) , this will ease organizing, maintaining, and updating dashboards.
Helen Gamage
Another part of this would be to allow you to see in the dashboard hub which ones are protected and be able to protect and unprotect from that location - I was trying to rename a lot of dashboards today - and I was renaming - it was letting me and then it was reverting - it was very frustrating - nothing was blocking me or telling me they were protected.
G
Gethin Herbert
The solution below would be a great start. To be honest, even being able to put dashboards into folders next to lists (like we can with Docs & Whiteboards) would do the trick.
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