Flow.Documentation

Keeping a dashboard together

7 steps± 5 minVideoVerified 22 Oct 2026
  1. Step 1 · Open your development environment
  2. Step 2 · Open the dashboard
  3. Step 3 · Your colleague changes the dashboard
  4. Step 4 · Publishing after a colleague
  5. Step 5 · Open the new version and publish
  6. Step 6 · A tile follows its data
  7. Step 7 · Your colleague shares the dashboard

Two people on one dashboard works well when you see what the other does. When a colleague saves the dashboard while you have it open, it says so at the top at once. When you then press Publish, your colleague's work does not go live unseen: Flow asks you to open the new version and look at it first. When a colleague publishes or shares, that is said in those words too. And the tiles follow their data: when someone adds an order, your dashboard counts it at once.

Watch the whole guide as a video7 steps in one film
Step 1 / 7

Open your development environment

In the portal, under Environments, click Development, and there Open. Flow opens in a new tab and you are signed in straight away.

  1. Click Development
Open your development environment · Click Development
  1. Click Open ↗
Open your development environment · Click Open ↗
Step 2 / 7

Open the dashboard

Your colleague has the dashboard open too; it says so at the top.

  1. Click the dashboard ‘Rental week overview’
Open the dashboard · Click the dashboard ‘Rental week overview’
Open the dashboard · Tom Baker is looking at this.
Step 3 / 7

Your colleague changes the dashboard

On Tom Baker's screen: he gives the dashboard a clearer name and saves.

  1. In Dashboard name, type Rental week overview (per week)
Your colleague changes the dashboard · In Dashboard name, type Rental week overview (per week)
  1. Click Save
Your colleague changes the dashboard · Click Save
Step 4 / 7

Publishing after a colleague

At the top it says Tom Baker just saved it. When you now press Publish, his work does not go live unseen under your name: Flow says who changed the draft after you opened it.

  1. Click Publish
Publishing after a colleague · Click Publish
Publishing after a colleague · Not published: Tom Baker changed the draft after you opened it.
Step 5 / 7

Open the new version and publish

Open the new version shows what your colleague did. If it is right, you publish it.

  1. Click Open the new version
Open the new version and publish · Click Open the new version
  1. Click Publish
Open the new version and publish · Click Publish
Open the new version and publish · Version 1 is live, with your colleague's name.
Step 6 / 7

A tile follows its data

An order comes in (Tom Baker adds it in the table, or a workflow does). Your dashboard counts it at once, without you pressing refresh.

A tile follows its data · One more order: 19.
Step 7 / 7

Your colleague shares the dashboard

When a colleague shares the dashboard with colleagues, or switches a link on or off, it says so at the top, in those words.

Your colleague shares the dashboard · Tom Baker just changed who this is shared with.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).