> ## Documentation Index
> Fetch the complete documentation index at: https://docsy3.mile.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing a Dashboard

> Add, move, resize and rename widgets, undo mistakes, and save without overwriting someone else's changes.

Open a dashboard and click **Edit**, or choose **Edit** from the dashboard's **⋯** menu in the list. In edit mode you change the layout freely; nothing is saved until you click **Save**.

> [!NOTE]
>
> Required permission:
>
> * Edit dashboard

You can edit any dashboard you can see, whoever created it, as long as your role has the Edit dashboard permission. Without it, **Edit** is still shown; clicking it says *You don't have permission*.

## Edit mode

![Edit mode](https://mintcdn.com/mile-app/PeReiScL9I1UXMJO/images/v4/analytics/dashboard-edit.png?fit=max\&auto=format\&n=PeReiScL9I1UXMJO\&q=85\&s=84f695bd67baea43a706d6d95735a050)

1. **Add**: add a widget from the catalog.
2. **Name & description**: change the dashboard's name and its description (shown in the dashboard list).
3. **Undo / Redo**: step back or forward through your changes. Beside them the page says *Unsaved changes* or *All changes saved*.
4. **Discard**: throw away every change since you clicked Edit and go back to viewing. The app asks first. With nothing changed it just goes back.
5. **Save**: save the dashboard and go back to viewing. With nothing changed it just goes back. **Discard** and **Save** are always available, so you can always leave edit mode.
6. **Move**: drag a widget anywhere on the dashboard. The others make room.
7. **Resize**: drag a widget's right edge to change its width, the bottom edge to change its height, or the corner for both. The dashboard is 12 columns wide.

A yellow bar reminds you that you are in edit mode. If you try to leave with unsaved changes, the app asks *Leave without saving?*

### Using the keyboard

Click a widget so it is selected, then:

* **Arrow keys**: move it.
* **Shift + left or right arrow**: make it narrower or wider.
* **Shift + up or down arrow**: make it shorter or taller.

## Add a widget

![Add a widget](https://mintcdn.com/mile-app/PeReiScL9I1UXMJO/images/v4/analytics/dashboard-add-widget.png?fit=max\&auto=format\&n=PeReiScL9I1UXMJO\&q=85\&s=eda0facad3974afb5751f301e6b02eca)

1. **Search widgets**: find a widget by name.
2. **Categories**: Overview, Task status, Productivity, Time & Duration, Team, Hub, Trend and Utility, with how many widgets each has, then **Custom** for your organization's widget templates.
3. **Widget**: its name, what it counts and its visual. Click it to add it to the dashboard.

The **Custom** tab starts with **Create widget**, which builds a widget from your own settings, followed by your organization's widget templates. See [Custom Widget](https://docsy3.mile.app/pages/analytics/dashboard/custom-widget.md) and [Widget Templates](https://docsy3.mile.app/pages/analytics/dashboard/widget-templates.md). **Create widget** is always shown; without the Add dashboard permission, clicking it says *You don't have permission*.

You can add several widgets before you click **Done**. Each new widget lands at the end of the dashboard; drag it where you want it. Every widget is listed in [Dashboard Widgets](https://docsy3.mile.app/pages/analytics/dashboard/dashboard-widgets.md).

## Change a widget

In edit mode, click a widget's **⋯**:

* **Edit**: rename the widget, change its description and, for text and banner widgets, write its text.
* **Edit query**: change what the widget counts and how it is drawn. See [Custom Widget](https://docsy3.mile.app/pages/analytics/dashboard/custom-widget.md#edit-a-widgets-query).
* **Duplicate widget**: add a copy next to it, named *Copy of …*.
* **Save as widget template**: only on a custom widget. See [Widget Templates](https://docsy3.mile.app/pages/analytics/dashboard/widget-templates.md#save-a-widget-as-a-template).
* **Remove**: take it off this dashboard.

![Edit a widget](https://mintcdn.com/mile-app/PeReiScL9I1UXMJO/images/v4/analytics/widget-edit.png?fit=max\&auto=format\&n=PeReiScL9I1UXMJO\&q=85\&s=fbe437b5457d7a5476759bb2f36764b7)

* **Widget name**: the title on the widget. Required.
* **Widget description**: up to 500 characters. Optional. It appears in a tooltip on the info icon next to the widget title when you hover over the icon or move to it with the keyboard. A widget with no description shows no icon.
* **Body**: the text of a **Free text** or **Banner** widget, up to 2,000 characters.
* **Data**: what the widget counts, grouped by what, and with which filters. A text widget says *No query — this widget shows fixed text.*

Changes to a widget apply to this dashboard only.

### Task type and assignee filters reach Task cards only

The dashboard's **Task Types** and **Assignees** filters apply to Task cards only (**Task (Common field)** and **Task - (flow)**). While one of them is set and the dashboard has a card on another source, the filter row says *Task type and assignee filters apply to Task cards only. 1 card ignores them.* and that card shows *Task type and assignee filters don't apply to this card*. A **Task - (task type)** card under a **Task Types** filter for another task type shows *No data in this range*.

## Save

Click **Save**. The app says *Dashboard saved*.

### When someone else saved first

If another person saved the same dashboard while you were editing, saving stops and the app shows *This dashboard changed while you were editing*, with who saved and when. Choose:

* **Reload their version**: show their version and throw away your changes.
* **Keep editing**: keep your changes on top of their version. Your next **Save** replaces what they did, so check their changes first.

## Name and description

Click **Name & description** to rename the dashboard or describe what it is for and who reads it. The name is required.


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