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Now Available: Assignable Boards in Home

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    Ruby Blau

    Hi Soren Jensen! Thank you for your feedback. The Dashboard Experience is primarily used to bring together charts and tables from your GRC reports into one centralized place. In Home Boards, you can bring together charts and tables from your GRC reports in addition to other platform information, for example, information about tasks or comments. The goal of Home Boards is to help orient users to the work that needs to be done in the platform when they first log in or navigate back Home. At this time, we do not plan to bring this assignment functionality to the Dashboard Experience but we will note that feedback and follow up if that changes. If you have specific questions about when to leverage one over the other, I recommend working with your CSM who will have better recommendation for your specific account/use case. 

  • Soren Jensen

    As a workspace owner the new feature is great, but it feels like the new functionality does not really work with the Dashboard Experience/ Menu. What is the intended best practice of maintaining dashboards in the Experience/ Menu versus just maintaining a Dashboard on the home page and then assign this to the intended user base?

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  • Jack Nelson

    Hi Ruby Blau! Great product, and excited to get started on using this in my workspaces! I did have one question. Will changes made to boards that have already been assigned need to be reassigned to reflect the most recent changes? Or will updates to assigned boards update upon saving? Thank you!

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  • Ruby Blau

    Hi Jack Nelson! Thank you for the feedback and I'm glad to hear you're enjoying using the product! The changes that you, as a Workspace Owner, make in Edit Mode will be pushed through/reflected for assigned users once you click save, there is no need to re-assign (unless you'd like to add additional groups/users). Users viewing assigned boards will need to refresh to see the most recent changes.

    There are a few small caveats here, including that some of our older widgets (namely, Comments and Tasks) have certain modifications that are not pushed to assigned users (this includes sorting and adding/hiding columns on those widgets). This is not the case with the newer widgets and we aim to eventually bring those older widgets in line with the newer model.

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