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# Create a collection and add dashboards to it

> Create a Mammoth collection, add or remove dashboards, set the order and short names viewers see, and rename or delete it without deleting any dashboard.
>
> Applies to: Roles: Project Admins and Project Editors of the collection's project. Where: Dashboards › Collections shelf

A collection groups a project's dashboards so you can [share them as one](https://mammoth.io/docs/learn/share-and-export/collections/). Create and fill it from the **Collections** shelf in **Dashboards** (left sidebar). Project Admins and Project Editors of the project manage it. A dashboard can sit in several collections at once.

## Find the Collections shelf

The **Collections** shelf is on the left of the **Dashboards** library. It lists the collections in projects you edit, each with how many dashboards it holds, with **All dashboards** at the top and **Not in a collection** below. **Hide collections** closes the shelf and **Show collections** opens it. With no collections yet, it reads "Group dashboards you share with the same people, then share them as one."

Click a collection to open it: the list shows only its dashboards, in viewer order, under the collection header.



## Create a collection

1. On the **Collections** shelf, click **New collection** (or **New** when the shelf is narrow).
2. Enter a **Name**, for example "Q3 Board Pack".
3. Optionally enter a **Description**. Viewers see it.
4. If you edit more than one project, pick the **Project**.
5. Click **Create**. You see "Collection created".

You can also start from dashboards you already picked: in **Add to collection**, click **New collection with this dashboard**. The dialog says how many will be added ("3 dashboards will be added") and the project is fixed to theirs.

## Add dashboards to a collection

| Where | How |
| --- | --- |
| A dashboard's row | **⋯** → **Add to collection…**, then pick the collection |
| Several rows | Tick the rows, then click **Add to collection** in the bar. See [Manage your dashboards](https://mammoth.io/docs/learn/dashboards/manage/#add-several-dashboards-to-a-collection-at-once) |
| The collection header | Click **Add dashboards**, tick dashboards from the project, then click **Add 3** (the button counts what you ticked) |
| The shelf | Drag a dashboard's row onto a collection ("Drop to add") |

**Add to collection** only lists collections in the dashboard's project ("Collections in Finance"); one the dashboard is already in shows **Already in**.

- **A draft** is published first: the dialog says "1 is a draft and will be published first." and the button reads **Publish & add**. A draft that can't be published isn't added ("1 draft couldn't be published, so it wasn't added."). In a collection that isn't shared yet, drafts stay drafts until you share it.
- **A collection that is already shared**: the dialog says how many people will see the dashboard and offers **Email the 4 people about it** (off by default). If the dashboard is in other shared collections, it warns that changes reach those people too.

## Remove a dashboard from a collection

1. Open the dashboard's **⋯** menu and click **Remove from collection**.
2. Confirm in "Remove from Q3 Board Pack?".

People who see it only through this collection lose access; anyone it was shared with directly keeps it. The dashboard stays in the library.

## Set the viewer order and short names

**Set order** in the collection header appears once it has two or more dashboards, and opens "Set the order".

- Drag a dashboard, or use the arrow keys, to reorder. Viewers see the first one on top.
- Type a **Short name (optional)** to replace the dashboard's title for these viewers only.

Save to see "Order saved". The library then lists the collection's dashboards "In viewer order".

## Rename or delete a collection

Both are in the header's **⋯** menu.

- **Rename and description** opens "Rename collection". Change the **Name** or **Description** and click **Save**.
- **Delete collection** asks "Delete Q3 Board Pack?": "3 people lose access that came only through this collection. The dashboards stay." No dashboard is deleted, and direct shares stay. You see "Collection deleted".

## Limits

| Item | Limit |
| --- | --- |
| Collection name | 120 characters |
| Description | 2,000 characters |
| Short name for a dashboard | 40 characters |

## Related

- [Share a group of dashboards with a collection](https://mammoth.io/docs/learn/share-and-export/collections/): invite people and see activity.
- [Manage your dashboards](https://mammoth.io/docs/learn/dashboards/manage/): the library and bulk add.
- [Let viewers refresh a collection's data](https://mammoth.io/docs/learn/share-and-export/collection-data-refresh/): uploads through **Data refresh**.

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Source: https://mammoth.io/docs/learn/share-and-export/create-a-collection.md · Updated: 2026-11-08