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Tools in Spaces

Table 89. Availability - Legacy plans


Overview

Space admins can add and remove tools from spaces that they manage.

You can add dashboards, Workload charts, reports, and calendars to your space to give all space members quick access to team-specific tools.

Create new tools from a space

Spaces_-_Add_tools_to_spaces.png
  1. Navigate to the relevant space.

  2. Click + 1 next to the Tools section in the left panel.

  3. Select the tool that you want to add. (2)

  4. Enter the name of the tool. (3)

  5. (Optional) Change the space where the tool will be located if necessary.

  6. (Optional) For Workload charts and reports specify additional settings.

  7. Click Create. (4)

Your new calendar, Workload chart, or dashboard is created immediately. You can proceed to create calendar layers, configure Backlog Box, or create dashboard widgets.

Move existing tools from one space to another

Any tool can only exist in one given space at a time, however tools can be moved from one space to another. Some can be duplicated, and the duplicate added to a new space.

Moving Dashboards

  1. Navigate to the dashboard you want to move to a different space (either via the space it is currently located in or via Dashboards in the launchpad menu.

  2. Click the three-dot menu in the upper right hand corner and select Move.

  3. Select (or search for) the space you want to move this dashboard to and click Move.

  4. A dialogue will inform you that members of the original space will lose access to the dashboard unless it is shared with them. Click Ok.

    Note

    Dashboards can also be duplicated from the same menu you can use to move them.

Moving Calendars

  1. Navigate to the calendar you want to move to a different space (either via the space it is currently located in or via Calendars in the launchpad menu.

  2. Click the three-dot menu next to the calendar name in the left-hand column and select Move.

  3. Select (or search for) the space you want to move this calendar to and click Move.

  4. A dialogue will inform you that members of the original space will lose access to the calendar unless it is shared with them. Click Ok.

Moving Reports

  1. Navigate to the report you want to move to a different space (either via the space it is currently located in or via Reports in the launchpad menu.

  2. Click Edit in the upper right hand corner.

  3. Click on the current space listed under Location and find or search for the space you want to move the report to.

  4. Click Save.

    Note

    Reports can also be duplicated by clicking the three-dot menu to the left of Edit.

Moving Workload charts

  1. Navigate to the Workload chart you want to move to a different space (either via the space it is currently located in or via Workload in the launchpad menu.

  2. Click the three-dot menu in the upper right-hand corner and select Settings.

  3. Click on the current space listed under Location and find or search for the space you want to move the report to. If you cannot see Location click Advanced settings.

  4. Click Save.

Remove tools from spaces

If you no longer need a particular tool in your space, you have two options. You can follow the instructions about about how to move the tool to a different space, or you can delete the tool completely from the account. You can find information on how to do it on the respective pages:

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