Boardly

Guides

Import
- Search for a file
- Create a dashboard
Manage your dashboards
Templates
Manage sharing
Integration
Company
Data Source Best Practices
Payment

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Boardly User Guide

Welcome to the Boardly user guide. Choose a section to get started.

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Import

Search for a file
Create a dashboard

Import Tips

Ensure your column headers are clearly defined
Make sure your data is clean
Ensure data is properly formatted to avoid errors

Manage your dashboards

Configure your data types
Rename a dashboard
Style your cards
Configure your filters
Configure column visibility
Edit data source
Delete a dashboard

Manage sharing

Share with an individual
Share with your company
Share publicly
Revoke access
Transfer ownership

Integration

Generic dashboard integration
Google Sites

Company

Access the company's global view
Add users manually
Set user assignment method
Access the user list
Define user roles
Manage AI access

Data Source Best Practices

Validate your Google Sheets data