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Templates and edit mode

Save several dashboard layouts and change the widgets in each one.

Updated 2 min read

Where: Journal → Dashboard → templates icon (far right of the top bar)

Edit a template

  1. Click the templates icon and then the pencil next to a template.
  2. Drag a widget by its header to move it.
  3. Click the ✕ on a widget to remove it.
  4. Click Add KPI (+) or Click to add widget, search and pick one.
  5. Click Done to save. Nothing is saved until you do.
Add body widget dialog with search, categories and width choice
Browse widgets by category and pick a width.

Create a new template

  1. Click the templates icon, then New template.
  2. Add 3 to 5 KPI cards and the widgets you want.
  3. Click Save as template, type a Name and click Save template.

Rename, duplicate or delete

  1. Enter edit mode on the template.
  2. Click More actions.
  3. Choose Rename, Duplicate or Delete.
Templates menu with My templates, pencil icons and New template
Switch templates, edit one, or start a new template.

What's on the screen

Dashboard in edit mode with More actions, drag handles, remove buttons, Add KPI, Click to add widget and Done
Edit mode on the active template.
  1. More actions: rename, duplicate or delete the template.
  2. Drag handle: drag widgets to reorder them.
  3. ✕: remove a widget from the layout.
  4. Add KPI: add a card to the top row.
  5. Click to add widget: add a chart, calendar or list.
  6. Done: save the layout and leave edit mode.

Edit mode only works on a desktop screen. On a phone you can switch templates but not edit them.

FAQ

Why does edit mode show a warning about the KPI row?

The KPI row needs between 3 and 5 cards. Add or remove cards until the warning goes away, then click Done.

Why can't I delete my template?

You need at least one template, so the only one can't be deleted. Create or duplicate another first.

Can I go back to the original layout?

There is no reset button. Duplicate a template before big changes to keep a copy.

DashboardBody widgetsDashboardKPI cards