Use Dashboard Templates

Why Use Templates?

Templates allow you to quickly create professional dashboards without starting from scratch. You can leverage existing configurations created by other users or yourself, saving time and ensuring best practices.

Instant Setup

Get a fully configured dashboard in seconds

Proven Designs

Use configurations tested by other users

Best Practices

Learn from expert dashboard designs

Steps to Use a Template

  1. Click on "Templates" - Navigate to the templates section from the top menuTemplates menu button
  2. Browse available templates - You'll see the templates page with search bar, filters, and template listTemplates page with search and filters
    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 templateUse this template button
  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 dataMake a copy button in Google Sheets
    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 fieldInputting Google Sheets URL in Boardly
  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

Template Types Available

Company Templates

Templates shared within your organization, tailored to your company's specific needs and branding.

Public Templates

Templates shared by the Boardly community, covering various industries and use cases.

💡 Pro Tip

After creating your dashboard from a template, you can customize it further by adding your own filters, changing colors, or modifying the layout to better match your specific needs.

Perfect! 🎉

Voilà, you've successfully created a dashboard using a template! You now have a professional dashboard with proven configuration that you can customize with your own data.

Best Practices

You're using a proven dashboard design

Ready to Customize

Now you can add your own data and modifications

Ready to Create Your Own Template?

Learn how to create your own template

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