How to delete a dashboard card

This article is part of the Guide to Insightly Dashboards

This feature is only available in the new Insightly.

If you no longer need a dashboard card, you can delete it. If the card is shared with other users, it will no longer be available to them after deleting it. There are several ways to delete a card.

To delete a card:

  1. Go to Dashboards. Click on the dashboard that contains the card.
    screenshot-crm.na1.insightly.com-2018-04-26-10-11-41.png
  2. Click on the wrench icon on the card. Select Delete This Card — this will delete the card and remove it from all dashboards. If you only want to remove the card from this dashboard, select Remove From Dashboard instead.
    screenshot-crm.na1.insightly.com-2018-04-26-10-13-53.png
  3. Click Delete Card on the confirmation pop-up.
    Create_Dashboard_Card_11.png

 To delete a card from the Cards page:

  1. Go to Dashboards > Cards.
    screenshot-crm.na1.insightly.com-2018-04-23-16-21-11.png
  2. Click the three-dot menu to the right of the card you want to be deleted. Select Delete This Card.
    screenshot-crm.na1.insightly.com-2018-04-24-11-44-06.png
  3. A warning will appear. Click Delete Card.
    screenshot-crm.na1.insightly.com-2018-04-24-11-47-07.png

You can also delete the card from the View Card page.

To delete a card from the View Card page:

  1. Go to the View Card page.
  2. Click Actions. Select Delete This Card.
    screenshot-crm.na1.insightly.com-2018-04-24-11-59-58.png
  3. A warning will appear. Click Delete Card.
    screenshot-crm.na1.insightly.com-2018-04-24-12-03-01.png

It's also possible to delete several cards at once with bulk editing.

To delete multiple cards at once:

  1. Go to Dashboards > Cards.
    screenshot-crm.na1.insightly.com-2018-04-23-16-21-11.png
  2. Check the box next to each card you want to delete. Click Delete.
    Viewing_Dashboard_Cards_12.png
  3. A warning will appear. Click Delete Dashboard Card.
    screenshot-crm.na1.insightly.com-2018-04-24-14-23-20.png

If you accidentally delete a card you still need, you can restore it from the recycling bin.

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