Overview
A dashboard template saves the layout and widgets of a dashboard so it can be reused. Templates are how you give a dashboard to another user - once you save your dashboard as a template, other users can open it and apply it to their own workspace.
Templates are visible to all the companies you have access to. If you only want people to view your dashboard without using it themselves, use a share link instead - see Sharing a Dashboard.
Quick Steps to Create a Template
Open the dashboard you want to save as a template.
Select the Templates tab at the top of the dashboard.
Select Save dashboard as template.
Enter a Name for the template. This is required.
Enter a Description if needed. This is optional and helps other users understand what the template is for.
Select Save as template. The current dashboard layout and widgets are saved as a new template.
Quick Steps to Apply a Template
Select the Templates tab at the top of the dashboard.
Browse the list of templates. Each entry shows the template name, the company and user it came from, and its description.
Select Preview template to see how the template looks before using it.
Select Apply template to use it.
Confirm the prompt. Applying a template replaces your current dashboard layout and widgets with the template's layout and widgets.
Important
Important: Applying a template replaces your current dashboard layout and widgets. Preview the template first if you are not sure it is what you want.
Further Information
To share a dashboard as a link that others can only view, see Sharing a Dashboard.
For the dashboard area these tabs belong to, see Dashboard Manager.