Why can't I add a template to a dashboard?


I've created a template that I want to make available to team members. When I edit the dashboard and select option to add a shortcut, the template I created doesn't show up in the selection list.

Best Answer


  • Kelly P.
    Kelly P. ✭✭✭✭✭✭


    I would suggest putting the template(s) into a dedicated folder or workspace and then put the link to that folder/workspace on the dashboard.

    Hope this helps!

  • trenner

    That was my workaround. Wasn't sure why I couldn't select a template from the list in the same way I would a report or a sheet.

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @trenner

    Templates don't have a specific URL like a Sheet or Report. When you click on a template icon in a folder it shows you a preview in a pop-up window, but there isn't a direct link to that pop-up window that a Dashboard could access. Does that help clarify?

    I agree with the idea of a link to a folder. An alternative would be to have a View-Only Sheet as your "template" (instead of using the template type of item) so your users can save a version with Save as New.



  • trenner
    Answer ✓

    I figured that might be the case, but wanted to make sure I wasn't missing something. Thanks for the clarification...much appreciated.