Organizing Dashboards with Folders

Use the content tree to rename, duplicate, search, reorder, and file dashboards into folders, and understand exactly what deleting a dashboard or a folder does.

4 min read

On this page

Working with a dashboard
Folders
Deleting
Organizing with an AI agent
Related guides

As you build more dashboards, the content tree on the left keeps them organized. It is a folder tree of all your dashboards: you can rename them, give them icons, duplicate them, drag them into folders, and reorder them. To open or hide it, click the panel toggle (the left-panel icon in the editor's title strip). If you prefer the keyboard, the left bracket key [ does the same thing.

The content tree panel on the left side of the app: nested folders (Business with a Reports folder inside it), an active dashboard named Cashflow, and a synthetic Unfiled group for dashboards that are not in any folder. Each dashboard has an emoji icon. — The content tree keeps every dashboard organized into folders, with an Unfiled group for anything not yet filed.

A worked example to follow along

Say you have eight dashboards piling up at the top level. By the end of this page you will be able to: create a Monthly reports folder, drag Cashflow and Runway into it, give Cashflow a 💰 icon and rename it, then reorder the two so Cashflow sits on top. Each step below maps to one part of that flow.

Working with a dashboard#

Hover a dashboard in the tree and open its menu (the three-dots icon) for its actions.

Rename & icon

Rename a dashboard inline, either by choosing Rename from its menu or by double-clicking its name in the tree. (A single click opens the dashboard, so use a double-click when you mean to rename.) Click its icon to pick an emoji or symbol so it is easy to spot.

Duplicate

Make a copy with the same layout, filters, and widgets, named "… (copy)". The layout and filters are the copy's own, but the widgets are shared, not cloned (see the caution below).

Move to a folder

Drag a dashboard onto a folder to file it there, or use the move action in its menu.

Reorder

Drag dashboards up and down to set the order they appear in. The order is one workspace-wide list, not a per-folder order, so a dashboard you drag can move relative to all the others.

Duplicate shares widgets, it does not clone them

Duplicate gives you a fresh dashboard with its own copy of the layout and filters, so rearranging tiles or changing a filter on the copy is safe. The widgets themselves are shared between the original and the copy (they are the same saved widgets, pinned to both). That means editing a shared widget's data, chart kind, columns, or title on the copy also changes it on the original. If you want a chart you can edit in isolation, build a brand-new widget on the copy (from the Add a widget panel) instead of editing the shared one. The duplicate is mainly useful for trying a different layout or filter set over the same charts.

Finding a dashboard fast

At the top of the content tree there is a Search dashboards… box. Type any part of a dashboard's name (or the name of the folder it lives in) and the tree flattens into a single matching list so you do not have to expand folders by hand. Drag-and-drop is paused while a search is active; clear the box to go back to the full folder tree and resume organizing.

Folders#

Folders group related dashboards (for example "Monthly reports" or "Client A"). Create a folder from the tree, drag dashboards into it, and nest folders inside other folders for deeper structure. Folders can also have their own emoji or symbol icon, the same way dashboards do: click the icon next to a folder's name to pick one. Dashboards that are not in any folder live in an Unfiled group at the top level, so nothing ever gets lost.

Create and fill a folder

Create the folder
Click the + New button at the top of the content tree and choose New folder, then type a name (for example "Monthly reports") and press Enter.
Add dashboards
Drag dashboards onto the folder (for example drag Cashflow and Runway in), or use a dashboard's move action to file it.
Nest if you like
Drag one folder onto another to nest it.

The same + New button also has a New dashboard option, so you can start a fresh dashboard right from the tree.

Deleting#

Deleting always asks you to confirm first, and the two kinds of delete behave differently. Deleting a dashboard is the one action on this page you cannot undo, so it is worth understanding before you click.

Deleting a dashboard is permanent

Deleting a dashboard removes it along with its layout, its widget arrangement, and its filters. This cannot be undone, so the confirmation dialog spells out what will be lost. The widgets themselves are not deleted: they stay in your widget library, so any other dashboard that uses them is unaffected, and you can reuse them again later.

Deleting a folder keeps its contents

Deleting a folder never destroys what is inside it. The dashboards that were in the folder are not deleted: they reappear under the Unfiled group at the top level, so you can refile them wherever you like. Only the folder itself is removed. If a folder still has subfolders inside it, empty or move those out first; a folder that still contains subfolders can't be deleted in one step (you will be asked to clear them first rather than have the whole subtree silently wiped).

The delete-confirm dialog for a folder named 'Reports for accountants', with non-destructive reassurance copy explaining that the dashboards inside it move to Unfiled and only the folder itself is removed. — The folder delete dialog reassures rather than warns: its dashboards reappear under Unfiled, nothing inside is destroyed.

Organizing with an AI agent#

If you drive BankSync through an AI agent (for example Claude with the BankSync tools), the agent can do this housekeeping for you: create folders, create or move dashboards into them, and delete dashboards on your behalf, all without you touching the tree by hand. This is available in the beta/staging environment while Dashboards is rolling out, so it may not appear in your account yet. Everything above still works exactly the same when you organize by hand.