Manage dashboards

Dashboard management keeps active views trustworthy

Managing dashboards is the maintenance work: rename unclear dashboards, copy links, star important ones, move dashboards for finished projects or reviews to Trash, restore dashboards that were moved to Trash too soon, and remove dashboard clutter before people stop trusting the list.

A dashboard should have an owner and a reason to exist. If nobody can explain why a dashboard is active, move it to Trash instead of leaving it in the active list.

Availability

Open the dashboard manager

Open Dashboards and use the dashboard list or manager controls. If the workspace has active dashboards, ALLO may open the first active dashboard directly. Use the dashboard navigation or manager action to see the list.

Dashboards moved to Trash are in Trash at the bottom of the dashboard sidebar, not the normal active list. See Move dashboards to Trash and restore them.

Common management actions

The exact action names can vary by permission and app. If an action is missing, check whether you can edit the dashboard.

Rename dashboards

Rename a dashboard when its audience, project, client, or purpose changes. Avoid names that only make sense to the creator. Clear names help people find dashboards through tabs, links, search, and conversations.

If a dashboard is shared widely, mention the rename to the team so old instructions do not confuse people. Existing links still open the same dashboard while it remains active.

Copy links

Copy a dashboard link when you want people to open the same dashboard directly. Link access still depends on permissions. A copied link is not a magic pass. If a teammate cannot open it, check dashboard sharing and workspace membership.

For link access problems, use Share a dashboard and When you can't access work.

Star dashboards

Starring is personal quick access. It helps you find important dashboards faster, but it does not change the dashboard for everyone else. It does not grant permission, notify teammates, or pin the dashboard to every user's workspace.

For broader starred behavior, see Use starred items.

Move old dashboards to Trash

Move dashboards to Trash when a project ended, a client engagement closed, a recurring review changed format, or the dashboard should no longer appear in the active list. Moving to Trash is safer than deleting when the team may need history later.

If people still need the resources inside the dashboard, make sure they can reach them another way before moving it to Trash. A dashboard often acts as the map to several important canvases or files.

Restore or delete dashboards

Use Trash in the dashboard sidebar to restore dashboards that should be active again. Deletion is available only for dashboards already in Trash and cannot be undone, so reserve it for dashboards that no longer need recovery. Before deleting, check whether the dashboard contains unique organization context or only points to resources stored elsewhere.

See Move dashboards to Trash and restore them for recovery details.

Manage widgets and resources

Dashboard management is not only list cleanup. Use widgets and pinned resources to keep a dashboard current:

Troubleshooting management actions

When to contact support

Contact support when dashboard management actions fail for an authorized editor after refresh, a dashboard disappears from both the active list and Trash, or a copied link opens the wrong dashboard. Include workspace name, dashboard name, your role, action attempted, and screenshot of the error.