Step 1: Open the Dashboard
In the left‑hand sidebar, click Dashboard.
Step 2: Open Manage Boards
On the Dashboard page, click Manage Boards in the top‑right corner.
Step 3: Choose the board to edit
In the Manage Boards view, find the board you want to change.
Click the three dots (…) on that board and select Edit.
Place the third screenshot here (three‑dot menu → Edit).
You’ll be taken to the Edit board view with three sections: General, Board access, and Filters.
Step 4: Adjust General settings
Under General, you can change:
Title – The name of the board.
Description – Short explanation of what the board shows.
Default period – Which time period is selected by default in the board filters (e.g., Current month).
Category – Which board category it belongs to (if categories are configured).
Executive – If your company is part of an Executive group, you can toggle this on to create Executive widgets that can pull data across companies.
Icon – The visual icon displayed for this board.
Step 5: Adjust Board access
Under Board access, you control who can see the board and how:
Teams – Which teams are allowed to see this board. Teams not in this list will not see it.
Access level – The minimum access level required to view the board (e.g., All, Managers, Admins).
Embeddable – Turn this on to make the board embeddable and generate a shareable link.
Step 6: Configure Filters
Under Filters, you decide which filters are available to users on this board:
Resource intensive – When enabled, no more widgets can be added (used for performance‑heavy boards).
User filter – Allow users to filter data by user.
Team filter – Allow users to filter data by team.
Activity filter – Allow users to filter data by activity.
Show current user’s data by default – When enabled, the board will automatically focus on the current user’s data when they open it.
Step 7: Save your changes
When you’re done editing:
Click Save changes in the top‑right corner.
Your board will now use the updated general, access, and filter settings.