> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://mammoth.io/docs/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown.

# Save a dashboard as a template for your workspace

> Save a Mammoth dashboard's look, format and layout as a workspace template, then change its thumbnail or delete it. Your data stays private.
>
> Applies to: Roles: Anyone who can edit a dashboard. Where: Dashboard editor › Publish caret › Save as template

You can save any dashboard's look, format and layout as a template for your workspace. Your data stays private: only the design travels. The template appears in the [gallery](https://mammoth.io/docs/learn/dashboards/templates/) for everyone in the workspace, under **Source** → **Yours**.

## Save a dashboard as a template

1. In the editor, click the caret next to **Publish**, then **Save as template**.
2. In **Save as a template**, enter a **Template name** (up to 80 characters) and a **Description** (up to 240 characters).
3. Click **Save template**.

You see, for example, ""Monthly revenue review" saved to your templates." with **View in gallery**.



| **Save as template** is unavailable | Message |
| --- | --- |
| Until the dashboard has finished rendering and has a dataset | "Add a dataset and content before saving a template" |
| While the dashboard has unsaved changes | "Save your changes first" |
| For a dashboard that reads more than one table (see [Pages and navigation](https://mammoth.io/docs/learn/dashboards/pages/)) | "This dashboard reads more than one table, so it can't be saved as a template yet…" |

If the save fails, you see "Couldn't save the template. Please try again.", or a specific reason if Mammoth can't make a template from that dashboard.

## Change a template's thumbnail

Templates you saved show **Update thumbnail** and **Delete** on their gallery card.

1. Click **Update thumbnail**.
2. Drop an image or choose a file: PNG, JPEG or WebP, up to 1 MB. A wide image works best, because cards crop to the top.

You see, for example, "The thumbnail for Monthly revenue review was updated." If the image can't be used: "That image could not be saved."

## Delete a saved template

1. Click **Delete** on your template's card.
2. Confirm with **Delete template**.

The template goes from the library for everyone in your workspace. Dashboards already built from it are untouched. This can't be undone. You see, for example, ""Monthly revenue review" deleted from your template library".

## Limits for templates

| Item | Limit |
| --- | --- |
| Template name | Up to 80 characters |
| Description | Up to 240 characters |
| Thumbnail | PNG, JPEG or WebP, up to 1 MB |
| Opening a template | Up to 30 seconds |
| Dashboards that read more than one table | Can't be saved as a template yet |

## Related

- [Use a dashboard template](https://mammoth.io/docs/learn/dashboards/templates/): the gallery where your template appears.
- [Pages and navigation](https://mammoth.io/docs/learn/dashboards/pages/): why multi-table dashboards can't become templates.
- [Edit with AI in the dashboard editor](https://mammoth.io/docs/learn/dashboards/editor/): get the design right first.

---
Source: https://mammoth.io/docs/learn/dashboards/save-a-template.md · Updated: 2026-11-08