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Collaborate with Boards

Boards are a place to pin and save useful queries and graphs you want to retain for later reuse and reference. Use Boards to extend your knowledge to the rest of your team, to distribute your brain to your colleagues or your future self.

You can pin queries (just the search) to List Boards and graphs to Visual Boards.

To access Boards you and your teammates have created, click the Boards icon in the left navigation: Boards icon

About List boards  🔗

List Boards are a light-weight way to save queries you know you’re going to want to reuse as starting points when investigating or exploring. When you think “I’m going to start from here again next time, I should bookmark this,” save it to a List Board. List Boards allow you to collect useful queries and access them for reuse without loading any associated graphs.

To save a query without the graph, pin it to a List Board.

About Visual Boards  🔗

Use Visual Boards when you want to return and see the current state of something you queried before. Visual Boards are similar to conventional dashboards; they re-run and get updated results when their Board page is loaded.

To save a query and its parameters (so it’ll run again and display new results), pin it to a Visual Board.

Visual Boards have a time picker that allows you to re-run all queries on the board over the same time range. To reset back to the original queries saved to the board, simply choose Original Board Queries from the time picker.

Creating and editing Boards  🔗

To create a Board:

Run a query from the Query builder, then click the Add to Board star at the top of the page and click New Board. Saving to a new Board Give your new Board a name and select a List or Visual Board type. Optionally, give your Board a description to help other folks find and use it. Saving to a new Board--description

You can also create a new Board from the Home page or the main Boards page; click the New Board button.

To pin a query to an existing Board:

Follow the first step above, but select from the list of Boards shown instead of clicking New Board.

Pinning queries from the sidebar  🔗

In addition to pinning queries and graphs from the Query Builder page, you can also pin them to Boards from the History or Activity tabs of the sidebar.

Click the star next to the item you want to save to a Board and follow the steps as above.

Pin query from sidebar

Editing Boards  🔗

You (and any team member you’ve added as a collaborator) can edit the following things on your Boards:

You can also delete a query or delete the entire Board. To delete a query or graph, click the X in the upper right. To delete the entire Board, click the Settings cog icon and click Delete Board.

Editing a query on a Board  🔗

From within the Board, click the query you want to edit. At the top of the page, click the breadcrumb trail link–it points you back to the Board you were on.

If you change the query, you’ll see a prompt to update the query on the Board.

Sharing Boards  🔗

A Board you create is public by default. At creation time, you can choose to make a board Limited. If you create a Limited Board, you can share it with specific members of your team by adding Collaborators. Once a Board is saved as public, you cannot switch it to Limited.

Note: A Team Owner can see all Boards owned by members of their team, Limited or not.

Limiting access to a Board  🔗

Making a Board “Limited” means only you can see it unless you invite Collaborators.

A Limited Board displays a lock next to its name, and is only visible to you and any Collaborators you invited (and your Team Owner)

Adding Collaborators to a Board  🔗

You can add one or all of your teammates as Collaborators to your Limited Boards.

You can add teammates individually, or all at once with single click.

Collaborators can add or remove queries or graphs, and edit the name and description of your Board. This means you can hand off an ongoing outage or incident to the next person on call and they can take it from there.