Use Dashboard Templates

Steps to Use a Template

1. Click on "Templates" - Navigate to the templates section from the top menu
2. Browse available templates - You'll see the templates page with search bar, filters, and template list
   Use the search bar

   Search for specific template types or keywords

   Filter by category

   Use the sidebar to filter by use case, visibility, or other criteria

3. Select your desired template - Click on the template that matches your needs
4. Click "Use this template" - Start the process of creating your dashboard from the template
5. Copy the template Google Sheets - You'll be prompted to copy the template's source data
   Google Sheets will open in a new tab

   The template's Google Sheets will open in a new browser tab by clicking on the first step button

6. Click "Make a copy" - In the Google Sheets tab, create your own copy of the template data
   Important

   Make sure to create your own copy so you can edit the data with your own information

7. Copy the URL - After making a copy, grab the URL of your new Google Sheets file
8. Return to Boardly - Go back to the Boardly tab where you started the template process
9. Input the URL - Paste your Google Sheets URL into the provided field
10. Click "Create Dashboard" - Finalize the creation of your new dashboard
11. Your dashboard is ready! - Your new dashboard created from the template is now available