Dashboard Templates
in progress
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Lindsay Mills
Our team works with different divisions and brands, so we need to set up separate dashboards for each of these groups to view privately. We would love the ability to save templates for dashboards/widget setup since we need to collect the same types of information for each group but with different filters (so they can see they're specific stats.) This would help us cut down setup time tremendously within Clickup.
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Brendan W
Hey, everyone! 👋
We're excited to share that Dashboard views (and Location Overviews) will now be included in templates 🎉
When saving a template, just make sure you have "views" checked on for the included items, and you'll see the Dashboard views come across!
Stay tuned later this year when we release Dashboards as their own template type, allowing you to create a standalone Dashboard or a Dashboard view directly from a template!
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Aaron Butler
I would really find this useful as at the moment if I make a change to a dashboard I have to duplicate that dashboard, move it to another project and then delete the old dashboard. This often crashes the desktop application and also the web browser version if I have been using that.
Mara
Hi Brendan W!
In you message last year you said Dashboards were gonna have "their own template type" in 2024. Could you give us an update where you at?
Missing it quite a lot here :(
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Julie Babin
Having the possibility to save a Dashboard in Template mode is a must !
Julie Runez
Templates for dashboard views are great, but what we really need is one of two things - to be able to create templates for stand alone dashboards in the dashboard area, or to be able to share single dashboard views with guest users without having to share the entire folder. Without either of those features, dashboard view templates are not super useful to us.
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Cado De Clercq
Yes please!
Carmen Castricum
Great if we can also save the “overview view” in a template. This saves an enormous amount of time when setting it up for us.
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Cado De Clercq
I would like saving the Overview view to also be made available as a template. It's relevant to all our folders and it would be a huge efficiency boost if I didn't have to create it per folder.
David Vileta
Also looking forward to the ability to make custom templates for Dashboards. We put in a decent chunk of time effort to tweak these for a few uses, and then unsurprisingly other teams want something similar. For now we'll try to use Mike Mannarino's workaround. �
Joanna Cendrowski
1000000000%
Lily Chan
Merged in a post:
Ability to save a Dashboard as a template
Courtney Bielenberg
We have a lot of dashboards that we reuse. Currently we duplicate and then have to update all of the filter criteria against each card individually (some cards don't support card filters).
We would LOVE to be able to create a Dashboard and save it as a template - what would be even better would be if you could then select the Dashboard Template you'd like to us, you're prompted to choose simple things like the location/folder and the rest of the filters will auto update, across all cards. The last thing that would be incredible, would be for any updates to the template to apply to any dashboards that are in use for that template.
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