Use Modify View Name through 3 how-to topics, all available without membership; choose double-click renaming, the three-dot menu workflow, or the right-click menu workflow from the index below.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Rename a View by Double-Clicking the Name | Free |
| 2 | 2. Rename a View from the Three-Dot Menu | Free |
| 3 | 3. Rename a View from the Right-Click Menu | Free |
How-to Guide
1. Rename a View by Double-Clicking the Name
Entry point: Left navigation pane → double-click the view name
- In the left navigation pane, double-click the view name that you want to rename.
- When the view name enters edit mode, type the new name.
- Press Enter, or click another area to confirm the change.
Success Criteria
- On-screen result: The view name updates to the new text.
- What you can do next: You can continue switching, editing, or managing the view.
Tips While Using
- Common mistake: A single click usually selects the view but does not enter name editing mode.
- Environment note: Make sure the target view is visible in the left navigation pane.
2. Rename a View from the Three-Dot Menu
Entry point: Left navigation pane → view name → three-dot menu → Rename
- In the left navigation pane, move the pointer over the view name that you want to rename.
- Click the three-dot menu next to the view name.
- In the menu that appears, click Rename.
- Type the new view name.
- Press Enter, or click another area to confirm the change.
Success Criteria
- On-screen result: After the menu closes, the left-side list shows the new view name.
- What you can do next: You can continue using the same menu for other view management actions.
Tips While Using
- Common mistake: If the pointer is not over the target view, the three-dot menu may not appear.
- Environment note: Make sure the current view list is expanded and available for interaction.
3. Rename a View from the Right-Click Menu
Entry point: Left navigation pane → right-click the view name → Rename
- In the left navigation pane, right-click the view name that you want to rename.
- In the context menu, click Rename.
- Type the new view name.
- Press Enter, or click another area to confirm the change.
Success Criteria
- On-screen result: After the context menu closes, the target view shows the new name.
- What you can do next: You can continue using the right-click menu for other view management actions.
Tips While Using
- Common mistake: If you right-click outside the target view, the correct menu may not open.
- Environment note: This workflow requires a mouse right-click action.