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How to edit your dashboard
How to edit your dashboard

Learn how you can move and change the position of the graphs in your dashborad

Vitor Mazon avatar
Written by Vitor Mazon
Updated over a week ago


After creating your Sheetgo dashboard you can show all the data from your workflow in a single page. You can also edit, re-arrange the data, and add sections to connect different information and improve the understanding of the data.

To prevent data loss or overwriting Sheetgo has an edit-locking system that restricts editing to a single user at a time. While the person is editing the team can see what changes are being made with real-time visibility.

Edit

You can easily edit your dashboard, to do this you first need to open it. Go to the left-side menu and click on the Dashboard button.

With your dashboard opened click on the Edit button on the right side of your dashboard.

Change name and description

After clicking on the Edit button you will be able to change how the data from your dashboard is presented. You can start by changing the name of each data/chart box, just by clicking in the namespace. Below it you can add a description to the graph, which will add more value to your dashboard.


Add section

At the top right corner of each box you can find three icons, the first one lets you add a section to your dashboard.

You can use this section to divide your dashboard by giving it a title and a description to each one, ensuring the data is properly organized and visually clear.

Use rich text

You can use rich text functionality within dashboard descriptions, such as bold, italic, basic colors, and hyperlink insertions.

Usual formatting:

  • Use hashtags (#) for headers: # Example header

  • Surround text with double asterisks for bold: **example text**

  • Surround text with double underscores for italics: __example text__

  • Surround text with single quotes for code: `example text`

  • Just add a URL to create a link

Custom formatting:

  • Surround text with tildes (~) for strikethrough: ~example text~

  • Surround text with tildes, with the first one followed by a hashtag (#) and the hex color code or a basic color name: ~#ff0 example text~ or ~#red example text~

  • GitHub-like links formatting: (some descriptive text)[url]

Resize

You are now able to use the arrow icon to resize the information boxes, if they are at full width you can change them to 75% or 50% of the width of the dashboard, allowing you to create a more organic way of showing your data. You can also use the same icon to move the box and change the order of information.

Trash

If a specific box of information is no longer needed you can click on the Trash icon to delete it. A new box will appear asking you to confirm if you want to delete the box, click on Remove, and the data will be taken out of the dashboard.

After doing all the changes and updates that you need, when you're ready click on Done, which will save all the changes that you've made on your dashboard.

Need more help?

Contact us via chat, on our email ([email protected]), or send us a ticket!

Visit our Community for help, tips, tricks, and feedback for Sheetgo.

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