Before you begin: This article is written for users who are familiar with creating and managing dashboards in TapClicks. For more general information, please refer to FAQs: Dashboards & Widgets or How to Create a Dashboard.
How to Create a Dashboard Folder
1] Log in to TapClicks and, on the Reports menu, click Dashboards.
2] In the top right of the page, click New Folder.
3] Enter a name for the folder in the text box.
4] Optionally, select a color for the folder icon.
5] When finished, click Create Folder at the bottom of the pop-up.
6] You will be redirected to the Dashboards page, where your new folder will appear.
How to Put a Dashboard Into a Folder
1] Navigate to the Dashboard that you want to put in a folder.
2] Hover over the dashboard, and a few buttons will appear.
3] Click the Move to Folder button.
4] Scroll or use the search box to find the folder you want to put the dashboard into and click it.
5] Click Add to Folder at the bottom of the pop-up.
How to Move a Dashboard Out of a Folder
1] Navigate to the Dashboard that you want to remove from a folder. This can be done from the main dashboard page or from within the folder.
2] Hover over the dashboard, and you will see a couple of buttons appear.
3] Click the Move to Folder button.
4] The current folder will be selected. Click Move Out at the top right of the pop-up to remove the dashboard from the folder, or follow steps 4–5 above to move it to a different folder