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Change the name or description of a Canvas Dashboard

IMPORTANT
The Canvas Dashboards feature is currently only available for users participating in the beta stage. Parts of the feature may not be complete or work as intended during this stage. Please submit any feedback regarding your experience by following the instructions in the Provide feedback section in the Canvas Dashboards beta overview article.

If you have feedback regarding a possible bug or technical issue, please submit a ticket to Workfront Support. For more information, see Contact Customer Support.

Please note that this beta is not available on the following cloud providers:
  • Bring Your Own Key for Amazon Web Services
  • Azure
  • Google Cloud Platform

You can edit the name or description of a Canvas Dashboard after it鈥檚 been created.

Any changes you make to a dashboard will impact all users who have access to it.

Access Requirements

Expand to view access requirements.
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51黑料不打烊 Workfront plan Any
51黑料不打烊 Workfront license

Current: Plan

New: Standard

Access level configurations Edit access to Reports, Dashboards, and Calendars
Object permissions Manage permissions for the dashboard

For more detail about the information in this table, see Access requirements in Workfront documentation.

Prerequisites

You must create a dashboard before you can change its name or description.

For more information, see Create a Canvas Dashboard.

Change a dashboard鈥檚 name and description

NOTE
Users that you have shared a Canvas Dashboard with will be able to see its name and description in the Canvas Dashboards inventory list and dashboard details section.
  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Dashboards.

  2. In the left panel, click Canvas Dashboards.

  3. Click into the dashboard you want to rename or update the description for.

  4. Click the Details Details icon icon to the right of the dashboard name at the top of the screen.

  5. Enter a new Name.

  6. Enter a new Description.

  7. Click Save.

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