Views: board, dashboard, roadmap
A board is a tabbed workspace. Each tab is a view — the grid itself, a metrics dashboard, or a roadmap — plus two fixed sections for sources and intelligence that sit apart from the view tabs.
View tabs on the left, Sources/Intelligence sections on the right.
What it does, and where the data comes from
Every board keeps a list of views, each typed BOARD, DASHBOARD, or ROADMAP. A new board always starts with one BOARD view ("Main Board") that can't be deleted while it's the only one. Alongside the view tabs, two more sections are always present: Sources, where you connect and manage Jira/GitHub/GitLab/Azure DevOps, and Intelligence, the engineering-intelligence area. These aren't views you can add, rename, or remove — they're fixed parts of every board.
How to manage views
- Add a dashboard — click the
+at the end of the view tabs to add a new Dashboard view, ready to fill with widgets. - Rename — double-click a view's tab (or use its menu) to edit its name in place.
- Delete — from a Dashboard tab's menu; deleting removes its widgets permanently and asks for confirmation first. The board's last remaining view can't be deleted.
- Switch views — click any tab; the active one is highlighted.
- Open Sources or Intelligence — use the tabs on the right of the view row; they don't affect which view is "active".
Under the hood
A Roadmap view isn't something you add ad hoc from the tab bar — it's seeded when a board is created from a template that includes one (the Development template does; Blank and Recruitment don't). See Board templates for what each template seeds.
If it looks wrong
| Symptom | Cause | Fix |
|---|---|---|
| Delete is disabled on a view tab | It's the board's only remaining view | Add another view first, or leave this one in place |
| No Roadmap tab on this board | The board wasn't created from a template that includes one | Roadmaps can also be created standalone — see the roadmaps docs |
| Renamed a dashboard but the tab still shows the old name | The rename didn't commit | Press Enter to confirm, or click away to save on blur |
Related
- Board templates — which templates seed a dashboard or roadmap view.
- Roadmaps — what the Roadmap view shows and how it's scheduled.
- Standalone roadmaps — a roadmap that isn't attached to one board.
- Connecting sources — what lives in the Sources section.
- Engineering intelligence — what lives in the Intelligence section.
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