Board actions and saving
Board-list actions and board-configuration actions have different locations. Nothing is written to a board before you save.
Watch the video 1:05Details
| Action | Location and purpose |
|---|---|
| Create normal dashboard | The creation entry on the Normal board list. See Create a dashboard. |
| Create overview dashboard | The creation entry on the Overview board list. See Overview boards. |
| Duplicate | The copy action in a board row's three-dot menu. |
| Delete | The removal action in a board row's three-dot menu. |
| Rename | In Configure, the pencil opens the Name field, Save name, and Cancel rename controls. |
| Save name | The action beside the Name field during a rename. |
| Cancel rename | Closes the name editor without a name change. |
| Save | The board-configuration save action in Configure. |
| Save changes | The save entry in the settings menu. |
| Delete dashboard | The dashboard-removal control in the board header. |
Rename a board
Select Configure.
Select the pencil beside the board name.
Type the new name.
Select Save name.
Select Save.
Duplicate or delete a board
Open the Dashboard list.
Find the board row.
Select the three-dot menu in that row.
Select Duplicate or Delete.
Unsaved changes
The header shows unsaved changes after an edit in Configure. If you select View or leave the board, a dialog offers Stay, Discard, and Save.
Use the save control for the area you changed. Read the board name before a save, copy, or removal action.
For a problem report, use your team's procedure. The Overview guide gives the information to prepare.