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Working with Dashboard Templates

Dashboard Templates are accessed via Template | Dashboard Templates.

Once in Dashboard Templates with the Properties tab active, you can manage all the template and user dashboards using the following fields, buttons and tabs:

Field or Button	Description
Filter by	Searches template or user dashboards and categories using a "Begins with" search.
Template	Displays a list of all template dashboards.
User	Displays a list of all user dashboards.
New	Adds a new dashboard template.
Modify Details	Changes the name, description and category of a template or user dashboard. The "No Category" category cannot be modified from the Dashboard interface, however a System Administrator can modify the category name from Administration \| Customization \| Translations (Caption Family LandingPage, Caption Code BlankCategory). A category containing dashboards cannot be deleted.
Clone	Copies a template or user dashboard as a template.
Delete	Deletes a template or user dashboard.
Modify Gadgets	Adds, removes, modifies gadgets on a template or user dashboard.
Assigned Users	Assigns users and teams to a template. The Assigned Users tab is active when you select a dashboard template.

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