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Tools in Spaces

Table 37. Availability - Legacy plans


Overview

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

You can add Dashboards, Workload charts, Reports, Analytics boards, and Calendars to your space to give all space members quick access to team-specific tools.

Create new tools from a space

  1. Navigate to the relevant space in the sidebar.

  2. Click + 1 next to the Tools section in the sidebar.

  3. Select the tool that you want to add from the list 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.

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Tools_Spaces_Create_.png

Your new calendar, workload chart, report, analytics board, 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 (classic)

  1. Navigate to the dashboard you want to move to a different space (either via the space it is currently located under Tools 1 or via Dashboards 2 in the sidebar).

    Note

    If you can't see it in the sidebar, click on the More button 3 in the sidebar and select Dashboards from the list.

  2. Click the three-dot menu button 4 in the toolbar and select Move 5.

  3. Select (or search by typing in the field 6) the space you want to move this dashboard to and click Move 7.

  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.

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Tools_MovingDashboards_C__2.png

Moving Dashboards (new)

  1. Navigate to the dashboard you want to move to a different space (either via the space it is currently located under Tools 1 or via Dashboards 2 in the sidebar).

    Note

    If you can't see it in the sidebar, click on the More button 3 in the sidebar and select Dashboards from the list.

  2. Click the three-dot menu button 4 in the toolbar and select Move 5.

  3. Select (or search by typing in the field 6) the space you want to move this dashboard to and click Move 7.

Tools_MoveDashboards_N_1.png
Tools_MoveDashboard_N_2.png

Moving Calendars

  1. Navigate to the calendar you want to move to a different space (either via the space it is currently located under Tools 1 or via Calendars 2 in the sidebar).

    Note

    If you can't see it in the sidebar, click on the More button 3 in the sidebar and select Calendars from the list.

  2. Click the three-dot menu button 4 next to the calendar name in the left-hand column and select Move 5.

  3. Select (or search by typing in the field 6) the space you want to move this calendar to and click Move 7.

  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.

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Tools_MoveCalendar_2.png

Moving Reports

  1. Navigate to the report you want to move to a different space (either via the space it is currently located under Tools 1 or via Reports 2 in the sidebar).

    Note

    If you can't see it in the sidebar, click on the More button 3 in the sidebar and select Reports from the list.

  2. Click Edit 4 in the upper right hand corner.

  3. Click on the current space listed under Location 5 and find or search for the space you want to move the report to.

  4. Click Save 6.

    Note

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

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MovingReports_Search.png

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 under Tools 1 or via Workload 2 in the sidebar.

    Note

    If you can't see it in the sidebar, click on the More button 3 in the sidebar and select Workload from the list.

  2. Click the three-dot menu button 4 in the upper right-hand corner and select Settings 5.

  3. Click on the current space 6 listed under Location and find or search by typing in the field 7, the space you want to move the report to. If you cannot see Location click Advanced settings.

  4. Click Save 8.

MovingWorkload_Settings.png
MovingWorkload_Save.png

Moving Analytics board

  1. Navigate to the analytics board you want to move to a different space via the space it is currently located under Tools 1.

  2. Click the three-dot menu button 2 in the upper right-hand corner and select Move to 3.

  3. Select (or search by typing in the field 4) the space you want to move this board to and click Move to 5.

Note

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

MoveAnalyticdBoard_3dot.png
MoveAnalyticsBoard_Moveto.png

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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