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Editing a Dashboard

Learn how to label and arrange items in a Dashboard

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over 3 months ago

After creating your Sheetgo dashboard you can show all the relevant data from your workflow in a single page. You can also edit, re-arrange, and add sections to connect information and make data easier to read.

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

Edit

Editing dashboards is easy. First, open the desired workflow and the dashboard will be pinned on the tab bar.

Once in your dashboard, click Edit on the top right.

Rename and add descriptions

In edit mode you can change how data is presented. You can start by changing the name of each item just by clicking the namespace. Just below that, you can add descriptions to provide more context.

Text editor

Clicking the text box for the descriptions will launch the text editor to write and format the message. This enables you to:

  • Change style

  • Format text as bold, italic, or underlined

  • Insert code snippets

  • Add links

  • Include images

  • Align text

  • Add bullet-points

Additionally, you can turn on Display comment date to show the last person who edited this field and when they did it.

Add a 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.

Sections divide your dashboard, they include a title and a description. Using sections can ensure data is properly organized and visually clear.

Resize

The arrow icon resizes and moves items. Clicking it toggles between 100%, 75% or 50% of Dashboard width. Dragging and dropping it moves the item around in your dashboard.

Remove

To remove an item, click the trash icon. You will need to confirm this action by clicking Remove.

After making all the necessary changes and updates to your dashboard, click Done to save them.

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