Skip to content
English
Return to platform & explore data
  • There are no suggestions because the search field is empty.

How do I collaborate and track actions on my dashboard?

When working in a team, the Collaborate feature allows you to discuss Dashboards and track follow-up actions directly within the Dashboard itself.

There are two ways to collaborate:

  • Conversations — for discussion and feedback

  • Actions — for tracking outcomes and next steps

Both are accessed via the Collaborate button on your Dashboard.

Conversations

The Conversations tab is used for questions, observations, and discussion.

Adding a conversation comment

To add a comment:

  1. Open the Dashboard.

  2. Click Collaborate.

  3. Select the Conversations tab.

  4. Type your comment into the input field.

  5. Click the arrow to post the comment.

Commenting on a specific part of the Dashboard

You can attach a comment to a specific element (such as an Insight or chart):

  1. Click Select Content.

  2. Hover over the Dashboard to highlight elements.

  3. Click the area you want to associate the comment with.

  4. Add and post your comment.

Replies, tagging, and archiving

  • Click Reply on an existing comment to start a threaded discussion

  • Tag team members by typing @ and selecting their name

  • Archive comments that are no longer relevant by clicking the tick icon in the top-right corner of the comment

Archived comments remain recorded but are removed from the active discussion view.

Actions

The Actions tab is used to record and track follow-up tasks or commitments linked to the Dashboard.

Creating an action

To create an action:

  1. Open Collaborate and select the Actions tab.

  2. Click Select Content to associate the action with a specific Dashboard element (such as an Insight).

  3. Enter a target outcome in the input field.

  4. Set a review date by:

    • Selecting the calendar icon, or

    • Typing a date manually

  5. Save the action.

Why this matters

Collaborating directly on Dashboards keeps discussion, decisions, and follow-up actions connected to the data they relate to. This helps teams move from insight to action with clarity, accountability, and shared understanding.