Dashboard Templates
future
L
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!
Lily Chan
Merged in a post:
Saving Dashboard views as templates
B
Bakhtawar Khan
I need to save dashboards views within a list/board as a template to use in a different board/list. It becomes very difficult to create dashboard views manually for each project, we keep on-boarding new projects every week, adds about 2-3 hours of work just duplicating these views
Lily Chan
Merged in a post:
Template Dashboards
Matt Langlois
I'm surprised I'm not seeing this yet, but along with the ability to share dashboards publicly (which is mostly going to be used for client-facing dashboards), we need the ability to template the dashboards. This way we can create them and share them with clients easily, without needing to manually re-create the whole dashboard every time.
Lily Chan
Merged in a post:
Save Dashboard as Template
O
Or-Lee Kaidar
After creating a dashboard for a specific project folder. we wish to way to save this dashboard as a template so that we can easily generate the same type of dashboard for other folders with just the press of a button
Ryan MacAlmon (HPE)
Lily Chan
Ryan MacAlmon (HPE) Done - thanks for flagging!
E
Elżbieta Koza
Request the ability to save the dashboard as a template
Lily Chan
marked this post as
future
Jackson James
Brendan W any update on this?
Lily Chan
marked this post as
open
Alex Morgan
Standalone dashboard templates would be huge for all our clients, and might as well have dashboard card templates so we can save a standard card preset we can load into various task descriptions etc. with those new modular card features
A
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.
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