Create Dashboard Templates

Steps to Create a Template

1. Access the More menu - Click the three dots button on your dashboard
2. Select "Define as template" - Choose the template option from the dropdown menu
3. Review template information - Understand what templates are and their benefits
4. Click "Configure as template" - Start the template creation process
5. Enter template name - Provide a clear, descriptive name for your template (e.g., "Sales Dashboard Q4", "Project Management Board")
6. Add template description - Explain what your template does, when to use it, and what data it expects. Be specific to help users understand its purpose.
7. Upload preview image - Upload a preview image (max 5MB) that shows what your dashboard looks like. Take a screenshot of your current dashboard for the best preview.
8. Configure Google Sheets URL - Enter a Google Sheets URL that contains template data with the same structure as your current dashboard.

   ⚠️ Important Requirements:

   • • The sheet name must match your current dashboard
   • • The data range must be identical (e.g., if your dashboard uses A1:J100, the template sheet must have the same range)
   • • Use dummy data that represents the structure users will need
   • • Ensure column headers are exactly the same
9. Set visibility level - Choose who can access and use your template:
   Private- Only you can use this template

   Company- Available to your company members

   Public- Available to all Boardly users
10. Select use case category - Choose the category that best describes your template to help users find it easily (e.g., Sales, Marketing, Project Management, HR, Finance, etc.)
11. Submit your template - Review all information and submit to create your template