How to Create a New Dashboard Using Templates

Creating a dashboard using pre-existing templates is a quick and efficient way to maintain consistency and save time. This guide provides step-by-step instructions to help you navigate the process seamlessly.

Why Use Templates for Dashboards?

Templates simplify the creation of dashboards by providing a pre-built structure. They help ensure uniformity across accounts, save time, and make it easy to replicate designs for different clients or purposes.

Step-by-Step Guide to Creating a New Dashboard Using Templates

Step 1: Navigate to the Dashboard Page

Go to the dashboard section of your account. This is where you can manage all your dashboards.

Step 2: Click on Add Dashboard

Locate the blue dashboard icon and click on it. From the dropdown menu, select Add Dashboard to begin the creation process.

Step 3: Select From Template Library

In the options presented, choose From Template Library. This will allow you to access a library of pre-designed dashboard templates.

Step 4: Choose the Template

Browse through the available templates in the library. Select the one that best suits your needs and click Continue.

Step 5: Save the Dashboard

Review and customize the dashboard as needed. Once satisfied, click Save to finalize your new dashboard.

Pro Tips

• Customize Before Saving: While templates provide a strong starting point, adjust the layout, widgets, or design elements to suit your specific requirements.
• Tag and Organize Dashboards: Use clear naming conventions or tags to make dashboards easier to find later.
• Preview the Template: Before making extensive changes, preview the template to ensure it aligns with your needs.

Use Cases

1. Client Onboarding: Create uniform dashboards for new clients using pre-existing templates.
2. Project Tracking: Quickly set up project monitoring dashboards with standardized metrics.
3. Performance Reporting: Use templates to generate dashboards for team performance and key analytics.

FAQs

Q1: Can I modify a template after creating the dashboard?

Yes, you can customize the dashboard after applying the template to suit your requirements.

Q2: Are templates reusable across multiple accounts?

Yes, templates are designed to be reusable and can be applied to various accounts or projects.

Q3: What if I don’t find a template that fits my needs?

You can create a new template by customizing an existing dashboard and saving it to the Template Library.

Q4: Is there a limit to how many templates I can use?

No, you can use as many templates as needed to create your dashboards.

Q5: Can I create a dashboard without using a template?

Yes, dashboards can be created from scratch if a template is not required.