Can a user created Dashboard be saved as a Template to be used mulitiple times?

Lori O'Daniel

As the Question above reads. I have a Dashboard I am creating as well as some specific sheets. The sheets can be saved as a Template. But, I do not see an option for the Dashboard.

If Dashboard cannot be saved as a Template. Does that mean I need to take the existing Dashboard and save as new? If that is the case, I will need to re-input from the new Templates of existing sheets?

Andrée Starå

@Lori O'Daniel

No. You'll need to collect everything in one folder or workspace and save that as new instead.

Make sense?

Andrée Starå

Hi @Lori O'Daniel

You can only save a sheet as a template, but if you save the dashboard and the sheets/reports together, it will keep everything together.

You’ll need to have them all in a folder or Workspace for it to work when saving as new.

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Lori O'Daniel

So all I need to do is:

• Save the created Dashboard as new into the folder where I have the Templates that will be used for that project?
• And the Template sheets will update to the newly saved Dashboard in that folder?

Andrée Starå

@Lori O'Daniel

No. You'll need to collect everything in one folder or workspace and save that as new instead.

Make sense?

Lori O'Daniel

Thanks for your help.

Andrée Starå

@Lori O'Daniel

You're more than welcome!