How to edit a dashboard?

Two possible paths:

  • "New" button (bottom of the home page) > "Dashboard" > "Create"
  • Main menu > "Dashboards" > "New dashboard"

Configuration steps:

  1. Basic settings: name + privacy level (Public: accessible to the whole organization; Private: restricted access but visible in the workspace list, access upon request; Secret: restricted access and hidden from others)
  2. Data: create or reuse a dataset
  3. Indicators: create indicators (based on data, quiz points, challenge gains, etc.)
  4. Rankings: create and manage rankings based on indicators
  5. List: display a list to participants to manage priorities
  6. Summary: edit settings, theme, members

Then "Preview" or "Publish this dashboard". Remember to add members via the "Members" tab > "Add members".


😀 See you soon on Incenteev 😀

Updated on: 12/08/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!