Dashboards
Create a Dashboard from a template
The dashboard template gallery helps you start with a recommended set of widgets instead of building every widget manually.
Use templates when you want to:
- Create a dashboard quickly.
- Start with widgets that match a common review pattern.
- Preview the dashboard before applying it.
- Use a template as a starting point and adjust it later.
Use Create from scratch when you already know which widgets you want.
Before you start
- You must be in the correct Space.
- You need dashboard create/edit access.
- The dashboard must be empty for the template gallery to be shown.
- Applying a template is unavailable if another template action is already running.
- A dashboard can have up to 15 widgets.
What you see in the template gallery
| Area | What it does |
|---|---|
| Choose a dashboard template | Main gallery heading for empty dashboards. |
| Template card | Shows the template title, who it is best for, description, widget count, and widget names. |
| Preview | Opens a preview with sample widget cards and widget info. |
| Use Template | Adds the template widgets to the dashboard. |
| Create from scratch | Opens the widget gallery so you can add widgets manually. |
| Widget chips | Show which widgets the template will add. |
Available template types
| Template | Best for | Typical use |
|---|---|---|
| Executive Operating Cockpit | Founders, Space owners, executives, and operations leaders | Health, flow, risk, owners, planning quality, and deadline review. |
| Risk Triage | Operators, team leads, delivery owners, and operations managers | Turn delivery risk into a focused review queue. |
| Portfolio Health | Portfolio managers, delivery managers, and operations leads | Compare project/list health, goal signals, and risk. |
| Planning Quality | Planners, team leads, project owners, and operations managers | Find missing dates, owners, priority, stale work, and blockers. |
| Weekly Review | Solo reviews, team check-ins, leadership reviews, and operating meetings | Prepare health, flow, risk, owners, and deadlines for recurring reviews. |
| Team Operations | Team leads, managers, operators, and growing teams | Review day-to-day execution, health, risk, participation, and ownership. |
| Delivery Control | Project owners, client delivery teams, agencies, and delivery managers | Watch movement, blockers, overdue hotspots, planning gaps, and alerts. |
| CRM Follow-up | Sales, customer success, founders, and account teams | Keep due, overdue, and active account follow-ups visible. |
| Goals Execution | Founders, product leaders, Space owners, and leadership teams | Connect daily work to goals and see progress or coverage gaps. |
| Collaboration & Participation | Remote teams, admins, team leads, and collaboration-heavy teams | Review discussion volume and contribution balance. |
| Team Capacity | Operators, agencies, service teams, and delivery leads | Balance incoming work, open work, tracked effort, and team capacity. |
How to choose and apply a template
- Open an empty dashboard.
- Read the Choose a dashboard template heading and template descriptions.
- Select Preview if you want to inspect the template first.
- Review the template preview, widget titles, and widget info.
- Select Use Template.
- Wait for the dashboard to load with the template widgets.
- Remove or edit widgets later if you have edit access.
Expected outcome: The dashboard is populated with the template widgets.
- If the dashboard name was blank or generic, it may be updated to the template name.
How to create from scratch
- Open an empty dashboard.
- Select Create from scratch.
- Choose widgets from the widget gallery.
- Use widget info to confirm what each widget measures.
- Add only the widgets needed for the review.
- Edit, move, or resize widgets after they are added.
Expected outcome: The dashboard contains the widgets you selected manually.
Template preview behavior
Template preview shows:
| Preview area | What it means |
|---|---|
| Done | Closes the preview and returns to the gallery. |
| Template title and description | Confirms which template you are viewing. |
| Use Template | Applies the template directly from preview. |
| Widget cards | Show the template’s widgets in a preview layout. |
| Info button | Explains what a widget delivers, which data it uses, and how the calculation works. |
On mobile, preview opens as a full-screen panel so the widget cards have enough space.
Recommended template selection
| If your goal is… | Start with… |
|---|---|
| Leadership overview | Executive Operating Cockpit or Weekly Review |
| Risk cleanup | Risk Triage or Delivery Control |
| Better planning hygiene | Planning Quality |
| Cross-list review | Portfolio Health |
| Personal or team operating review | Team Operations |
| Sales/customer follow-up | CRM Follow-up |
| Outcome review | Goals Execution |
| Team discussion and contribution review | Collaboration & Participation |
| Capacity review | Team Capacity |
| A custom report | Create from scratch |
Troubleshooting
The template gallery is not shown
- Symptom: You expected templates, but the dashboard opens to widgets.
- Cause: The dashboard already has widgets.
- Resolution:
- Use Add Widget to extend the existing dashboard.
- Delete unused widgets if you want to rebuild the dashboard.
- Create a new dashboard if you want a clean template start.
Use Template is disabled or does not work
- Symptom: You can see a template but cannot apply it.
- Cause: You may not have edit access, the template is already being applied, or the widget limit would be exceeded.
- Resolution:
- Wait for any in-progress template action to finish.
- Confirm dashboard edit access.
- Remove unused widgets if the dashboard is at the limit.
Preview opens but widgets show sample or empty data
- Symptom: Preview widgets do not reflect your real data.
- Cause: Preview is for understanding the template structure. Real results appear after applying the template and loading dashboard data.
- Resolution:
- Use preview to evaluate the widget mix.
- Apply the template to see real dashboard results.
- Adjust date range, subtasks, and widget settings after applying.
FAQ
Can I change a dashboard after applying a template?
Yes. A template is a starting point. If you have edit access, you can add, remove, duplicate, move, resize, and configure widgets.
Can I apply more than one template to the same dashboard?
The template gallery is intended for empty dashboards. Existing dashboards should be adjusted with Add Widget.
Does Create from scratch skip templates forever?
No. It simply starts with manual widget selection for that dashboard.