Organize dashboards with folders

Learn how to organize your Geckoboard dashboards with folders. Create, manage, and structure folders by team, project, or custom groups.

Updated over 3 weeks ago

What are common ways to organize dashboards with folders?

Teams organize their dashboards in folders based on what helps them find information quickly:

• By department: Create folders like Sales Team, Marketing Team, Customer Success

• By project: Use folders for Product Launch 2025, Q1 Campaign, Website Redesign

• By dashboard purpose: Organize into Orders & Fulfillment, Executive Reports, Daily Metrics

• By time period: Group dashboards in 2024 Q1, Annual Reviews, Monthly Reports

• By individual: Create personal folders like Sarah's Team, Tom's Projects

Who can see and use folders?

Any team with a current generation Performance or Enterprise plan has access to the Folders feature. How folders can be used depends on your account's permission level.

Account owners and Admins can:

• Create new folders
• Rename folders
• Delete folders
• Move dashboards between folders

All users can:

• Access dashboards inside folders (based on their account permissions)

How do I create a folder in Geckoboard?

To create a folder for organizing your dashboards:

1. Open the sidebar and click the folder icon in the top right of the dashboard list panel.
2. Enter a name (e.g., "Marketing Team") in the folder that appears in the sidebar.
3. Click away from the title, and the name will be saved.

How do I move dashboards into folders?

You can organize existing dashboards with these steps:

1. Click the ellipsis menu next to the dashboard name.
2. Select Move to folder.
3. Choose your destination folder from the list.

How do I rename or delete folders?

To rename a folder:

1. Click the ellipsis next to the folder name.
2. Select Rename.
3. Enter the new folder name.

To delete a folder:

1. Click the ellipsis next to the folder name.
2. Select Delete and confirm your decision.