Save a dashboard as a template for your workspace
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 for everyone in the workspace, under Source → Yours.
Save a dashboard as a template
- In the editor, click the caret next to Publish, then Save as template.
- In Save as a template, enter a Template name (up to 80 characters) and a Description (up to 240 characters).
- 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) | "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.
- Click Update thumbnail.
- 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
- Click Delete on your template's card.
- 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: the gallery where your template appears.
- Pages and navigation: why multi-table dashboards can't become templates.
- Edit with AI in the dashboard editor: get the design right first.
Something wrong? support@mammoth.io