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Manage dashboard pages

Use the dashboard page switcher to create, duplicate, rename, delete, and set default dashboard pages.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard page switcher​

In the dashboard header, select the current page name to open the page switcher and see all available dashboard pages.

Open the dashboard page switcher

Step 2: Switch to a different dashboard page​

Click a page name in the list to switch the dashboard view to that page while keeping your current dashboard context.

Switch to a different dashboard page

Step 3: Create a new blank dashboard page​

Use the "+ New page" or similar button, choose to create a blank page, then enter a page name in the dialog and confirm to add a new empty dashboard page.

Create a new blank dashboard page

Step 4: Create a new page by duplicating the current one​

Choose the duplicate option from the page actions menu, review or edit the suggested name ending with "copy", then confirm to create a new page with the same layout as the current one.

Create a new page by duplicating the current one

Step 5: Rename the current dashboard page​

Open the page actions menu, select Rename, update the page name in the dialog, and submit the form to apply the new title.

Rename the current dashboard page

Step 6: Delete a dashboard page​

From the actions menu, choose Delete for a non-default page, confirm the deletion in the dialog, and the page will be removed from the list.

Delete a dashboard page

Step 7: Set a default dashboard page​

Use the Set as default option in the page actions menu to make the current page the default that opens first when users access the dashboard.

Set a default dashboard page

Step 8: Create a dashboard page with AI​

If available, click the Create with AI option to generate a new dashboard page automatically based on AI suggestions.

Create a dashboard page with AI


Last updated: 2026-08-31