Organizing Dashboards with Folders, Tags, Favorites & Pins

Overview

As your workspace fills up with dashboards, folders keep everything findable. Group dashboards by team, client, campaign, or however you work — then browse them as a tree, search across all of them, and share a link straight to the right folder.

Browse as a Tree or a List

Switch between two views from the toggle in the Dashboards header — your choice is remembered next time.

• Tree — folders and their dashboards in a nested, expandable hierarchy. Best for navigating a structured workspace.
• List — a flat table of every dashboard with a Folder column. Best for scanning or sorting everything at once.

Either view sorts by name, owner, tags, or date — newest first by default.

Create Folders and File Dashboards

Click New Folder in the header to add one, and use the + on a folder to nest another inside it. To file a dashboard, drag it onto a folder in the tree, or open its ⋯ menu and choose Move to folder. That option also shows up in the list and in search results, so you can organize a dashboard the moment you find it.

Keep Things Tidy

Reorganize anytime by dragging folders to nest them under one another. Deleting a folder never deletes your work — its dashboards and subfolders simply move up to the parent, and the confirmation shows exactly what will move before you commit.

Tag dashboards

Tags are a lightweight, cross-folder way to label dashboards. A dashboard lives in a single folder but can carry as many tags as you like — so you can group by client with folders and, at the same time, tag by channel, campaign, quarter, or status.

To tag a dashboard, open its ⋯ menu in either the Tree or the List view and choose Edit tags. In the dialog, click an existing tag to apply it, or type a new name to create one on the fly, then click Save — the tags appear on the dashboard right away. Tagging is add-only for now: you can apply and create tags, but removing a tag isn't available yet, and editing tags requires the dashboard edit permission.

Once your dashboards are tagged, use the Tags filter above the list to narrow to the ones you need — combine it with search to zero in across every folder.

Save personal favorites

Keep the dashboards and folders you use most within reach. Favorites are personal: adding or removing one changes your own list, without changing anyone else's favorites or the object's sharing permissions.

1. 1Open Dashboards and find a dashboard or folder in the Tree or List view.
2. 2 Hover over its title and click the star. For folders, use the Tree view. A yellow star means the item is in your favorites. You can also star an open dashboard from its header, next to Version history.
3. 3 Use the Favorites filter beside Filter by tags to show only favorited dashboards. Click it again to return to all dashboards.

Open and organize favorites from the sidebar

Your saved dashboards and folders appear in the sidebar's Favorites section. Click an item to open it directly.

• See more: the first three favorites are shown by default. Choose Show all to see the rest, or Show less to return to three.
• Change the order: drag an item to a new position; the insertion line shows where it will land. To move an item beyond the first three, choose Show all first.
• Open or remove: hover over an item and open its ⋯ menu. Choose Open here, Open in new tab, or Remove from favorites. Removing a favorite only removes your shortcut; it does not delete the dashboard or folder.

Click a section title to collapse or expand it. Its chevron appears on hover or keyboard focus, to the right of the title. Collapsed sections are remembered in this browser, including when you open another tab. The Favorites section is hidden when you have no favorites.

Pin dashboards and folders to the welcome page

Workspace pins give your team a shared set of shortcuts on the welcome page. Workspace administrators can add, remove, and reorder pins. Each person sees only the pinned dashboards and folders they already have access to; pinning never grants access or changes an object's sharing settings.

Add a workspace pin

1. 1Open your workspace's welcome page and find Pinned for workspace.
2. 2Click Pin an object and search for a dashboard or folder.
3. 3Click Pin beside the object, then close the picker to return to welcome.

You can pin an accessible object without adding it to your personal Favorites. If it is already a favorite, open its ⋯ menu in the sidebar and choose Pin to welcome page. Pin actions are available only to workspace administrators.

Reorder or remove workspace pins

• Reorder: drag a card to a new position. The insertion line shows where it will land. You can also open the card's ⋯ menu and choose Move earlier or Move later.
• Unpin: open the card's ⋯ menu and choose Unpin from welcome page. Administrators can use the same action in the sidebar menu when the object is also a favorite.

Reordering or removing a pin updates the shared welcome page for the workspace. It does not delete the dashboard or folder. Pins appear only on welcome, without a separate sidebar group.

Workspace pins and personal Favorites

• Favorites are your own starred dashboards and folders, available from the sidebar and the Favorites filter in the dashboard list.
• Workspace pins are shared shortcuts on welcome, managed by workspace administrators. Starring or unstarring an object does not pin or unpin it.

When there are no pins, administrators see Pin an object and a prompt to get started. Other workspace members do not see the empty section. The section is also hidden when none of the pins are accessible to them.

Find and Share

Use search or the tag filter to jump to a dashboard in any folder. Opening a folder updates the page URL, so you can copy that link and send a teammate straight to it.

Sharing a folder link does not grant access to dashboards inside it. Each dashboard keeps its own sharing permissions.

Let the AI Agent Organize for You

Prefer to delegate? Ask the AI Agent to list your folders, create a new one, or move dashboards into a folder — it takes care of the housekeeping right in the chat.