The copy and delete options make it easy to manage your dashboards in AchieveIt. You can quickly copy a dashboard to reuse its layout or make changes without affecting the original. Deleting old or unused dashboards helps keep your organization's AchieveIt account clean and organized, so you can focus on what matters most.
Copying a Dashboard
Dashboard editors have the ability to copy a dashboard. To do so, navigate to the ... menu in the dashboard header and select the "Copy" option in the dropdown.
The Copy Dashboard option
You will see a message appear in the bottom right corner of your browser when the copy is complete. Click on this message to navigate to the newly copied dashboard!
Deleting a Dashboard
Dashboard editors have the ability to delete a dashboard. To do so, navigate to the ... menu in the dashboard header and select the "Delete" option in the dropdown.
The Delete Dashboard option
After selecting this option, a window will appear giving more information about what happens when you delete this dashboard. If you are comfortable with the information given in this window, click on the "Delete" button in the bottom right corner. If you do not want to delete the dashboard, click on the "Cancel" or "x" buttons in the window.
The Delete Dashboard window