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Manage dashboard pages

Use the dashboard page switcher to move between pages, create new layouts, rename or delete pages, and choose a default dashboard view.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the dashboard page switcher

From the main dashboard, select the current page name or page selector at the top to open the list of available dashboard pages.

Open the dashboard page switcher

Step 2: Switch to a different dashboard page

In the page list, click the name of the dashboard page you want to view and the main dashboard content will update to show that page.

Switch to a different dashboard page

Step 3: Create a new blank dashboard page

Use the page options menu (three dots) and choose the option to create a new blank page, then confirm to add an empty dashboard page to the list.

Create a new blank dashboard page

Step 4: Duplicate the current dashboard page

From the same options menu, select the option to duplicate the current page, then review or adjust the suggested name and confirm to create a copy with the same layout.

Duplicate the current dashboard page

Step 5: Rename the current dashboard page

Choose the rename option from the page menu, enter a clear new name in the form, and submit your changes to update the page title in the selector.

Rename the current dashboard page

Step 6: Set a default dashboard page

In the page options menu, select the option to set the current page as the default so it opens automatically when you return to the dashboard.

Set a default dashboard page

Step 7: Delete a dashboard page

If you have more than one page and the current page is not the default, choose the delete option, review the warning, and confirm to permanently remove that page.

Delete a dashboard page


Last updated: 2026-07-29