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Deleting dashboards & cards

Updated

Removing a dashboard or an individual card.

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Deleting a dashboard

Open the Dashboards tab, select the dashboard, and use the Actions menu.

Delete Dashboard Option in Actions Menu — The Actions dropdown menu is open, showing options to edit, delete, clone a dashboard, or create a new card. The “Delete This Dashboard” option is highlighted, indicating this is the step a user would click to permanently remove a dashboard in Insightly CRM.

1 Delete Dashboard Option in Actions Menu

 Dashboard Deletion Confirmation Dialog Box — A modal popup asks users to confirm whether they want to permanently delete a dashboard, with options to cancel or proceed. This confirmation step helps prevent accidental deletion of important dashboards in Insightly CRM.

2 Dashboard Deletion Confirmation Dialog Box

Deleting a card

There are several ways to delete a card, depending on where you’re working from.

⚠️ Deleting a shared card removes it for everyone. If the card appears on other users’ dashboards, it disappears from theirs too.

From a dashboard: click the card’s wrench icon and select Delete This Card: this removes it from all dashboards. To remove it only from the dashboard you’re viewing without deleting it entirely, use Remove From Dashboard instead.

Deleting a Dashboard Card in Insightly — A dropdown menu is open on a dashboard card showing options like Edit, Share, Delete, Clone, and Remove From Dashboard, with a red arrow highlighting the “Delete This Card” option. This helps users understand how to access and use card management options, specifically how to permanently delete a card from their dashboard.

Deleting a Dashboard Card in Insightly

Delete Card Confirmation Dialog Box — A modal dialog box asks the user to confirm deletion of a card, warning that it will be removed from all dashboards. It provides two options: Cancel to abort the action, or Delete Card (in red) to permanently proceed.

Delete Card Confirmation Dialog Box

From the View Card page: click Actions, then select Delete This Card, and confirm on the warning that follows.

Accessing the Delete Card Option in Insightly — The image shows the Actions dropdown menu on an Insightly card, with an arrow pointing to the “Delete This Card” option. This helps users locate the correct menu item when they need to remove a card from their CRM.

Accessing the Delete Card Option in Insightly

From the Cards page: go to Dashboards > Cards, click the three-dot menu to the right of the card you want to delete, and select Delete This Card. Confirm on the warning that follows.

Deleting multiple cards at once: go to Dashboards > Cards, check the box next to each card you want to remove, and click Delete. Confirm on the warning that follows.

Deleting Selected Dashboard Cards in CRM — Two dashboard cards (“Total Sales” and “Top Selling Re...”) are checked and highlighted, with an arrow pointing to the delete (trash can) button in the toolbar. This illustrates how to select and remove specific cards from a CRM dashboard using the bulk delete feature.

Deleting Selected Dashboard Cards in CRM

Delete Multiple Dashboard Cards Confirmation Dialog — A modal dialog box asking the user to confirm deletion of 2 Dashboard Cards, warning that any linked items will no longer be connected. It includes a Cancel button and a red “Delete Dashboard Cards” button to proceed with the action.

Delete Multiple Dashboard Cards Confirmation Dialog

If you accidentally delete a card you still need, it can be restored from the recycle bin.

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