Renaming a Workbook
You can rename a workbook in two ways:
Option 1 — Workbook Title:
- In the Workbook toolbar, click the workbook name (upper left corner).
- Type a new name.
- Click the checkmark.
Option 2 — Three-dot menu:
- In the dashboard, click the ⋮ (More options) icon
on the workbook card.
- Select Rename.
Either option:
- Type your new name.
- Press Enter or click the checkmark to save.
- Press Escape or click the X to cancel.
The dashboard updates immediately with the new name.
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