Product and Design

How to Organize your Databoards With Tags and Favorites

Navigate between all your reports in a clean, well-structured way to avoid information overload

AvatarGasper Vidovicon July 21, 2017 • 2 minute read

你有压倒性数量的Datab吗oards in your account? That’s great, we have something exactly for you! ?

We have two new features:TagsandFavorites.

You can useTagsto group your Databoards by topic i.e. sales, marketing etc., andFavoritesto quickly organize your most-used Databoards.


Tags

You can add tags to any Databoard. By clicking on the bottom right corner of a Databoard, you can change the name and color of a tag, or delete it altogether. Databoards are not limited to only one tag. In order to use this organizational structure, you can filter by tags from a sub-navigation bar on the Databoards page.

How can I assign a tag?

  1. Log in to theDatabox web applicationand select “Databoards” in the top menu.
  2. Click on thetag iconin thebottom rightcorner of a Databoard and选择the desired tag. Yes, you can use multiple tags on a Databoard.

Can I create my own tags?

  1. Click on thetag iconin thebottom rightcorner of a Databoard
  2. Hit the green “+ Create new” button.
  3. In thepopupwindowthat appears, customize thenameand change thecolor.
  4. Click “Done” to save a new tag.

Once you save a new tag, you can add it to your Databoards.

How can I filter by Tags?

After you create and assign tags, use Filters to see specific sets of Databoards.

In the sub-navigation bar, click the arrow next to the “Tags” text. Select the tag you want to filter by.

To view all your Databoards, make sure “All” is selected from the tags dropdown list.


Favorites

Favorites is your personal list of favorite Databoards. Each user can have their own list of favorites.

Making a Databoard a Favorite is super simple.

  1. Log in to theDatabox web applicationand select “Databoards” in the top menu.
  2. Hover over a Databoard andclick on the star iconin the top left corner to make it a favorite.

How can I view only Favorites?

In the sub-navigation bar, open up the “Show” filter section. Select “Favorites” and you will only see your Favorite Databoards.

About the author
Avatar
Gasper Vidovicis Director of Product at Databox. Also a traveler, lawyer & icon enthusiast.
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