Using Desktop and Dashboard Templates

Dashboards are part of the new Work Management interface. For more info on the interface updates, go to these articles:

When you want to share/display reporting information with your users in a specific way, you can create a desktop/dashboard template.

This article covers the following topics:

Creating Desktop and Dashboard Templates

To create a desktop template:

  1. In the TDAdmin navigation menu, click Desktop Templates > Desktop Templates.
  2. Click + New.
  3. Enter a Name and click Save.
  4. Setup the Content and Details of the Desktop Template.
  5. Click Save.

To create a dashboard template:

  1. In the TDAdmin navigation menu, click Dashboard Templates > Dashboard Templates.
  2. Click + New.
  3. Enter a Name and click Save.
  4. Set the Widgets, Rows, and Dashboard Settings (gear icon) of the Dashboard Template.
  5. Click Save.

Assigning Desktop and Dashboard Templates

When sharing a template in TDAdmin, you have two options:

  • Share with users one at a time through their user record.
  • Share with multiples users at once through the Users table toolbar.

Either way, users will see the items you share with them the next time they login to or reload Work Management.

 If you want changes that any updates you make to the template automatically shows up for users, remember to select the "Linked" option when sharing the desktop/dashboard with them. 

Sharing Desktop Templates with Users

When you share a desktop or dashboard template with a user, they will see it the next time the log in to or reload Work Management.

To share a desktop template with a user:

  1. In the TDAdmin navigation menu, click Users & Roles > Users.
  2. Click the user Name.
    • The Search bar at the top is a great way to quickly find users.
  3. In the user record navigation menu, click Desktops.
  4. Click + New.
  5. Select the Desktop Template.
  6. Enable OR Disable the Link this desktop to the desktop template setting.
    • Enable Link: Links the shared version of the desktop to your template. Any changes you make to the template will automatically sync with the shared desktop. 
    • Disable Link: Allows users to edit the version of the desktop you share with them.
  7. Click Save.

To share a desktop template with multiple users:

  1. To share a desktop template with a group:
  2. In the TDAdmin navigation menu, click Users & Roles > Users.
  3. Select the row of each user you want to share the desktop template with.
    • You can use the Filter (filter icon) to narrow down the rows you see.
    • Security Role or the Groups filters (In Group, Not In Group) are great options.
  4. In the Users table toolbar, click Actions.
  5. Select Add Desktop.
  6. Select the Desktop Template.
  7. Enable OR Disable the Link this desktop to the desktop template setting.
    1. Enable Link: Links the shared version of the desktop to your template. Any changes you make to the template will automatically sync with the shared desktop. 
    2. Disable Link: Allows users to edit the version of the desktop you share with them.
  8. Enable OR Disable the Set the applied desktop as default setting.
    • Enabled: Will make the desktop you share appear on the user Work Management homepage. Even if the user had a different desktop already set as their default.
  9. Click Save.

Sharing Dashboard Templates to Users

To share a desktop template with a group:

  1. In the TDAdmin navigation menu, click Users & Roles > Groups.
  2. Click the group Name.
    • The Search bar at the top is a great way to quickly find groups.
  3. In the user record navigation menu, click Desktops.
  4. Click + New.
  5. Select the Desktop Template.
  6. Enable OR Disable the Link this desktop to the desktop template setting.
    • Enable Link: Links the shared version of the desktop to your template. Any changes you make to the template will automatically sync with the shared desktop. 
    • Disable Link: Allows users to edit the version of the desktop you share with them.
  7. Click Save.

To share a dashboard template with a multiple users:

  1. In the TDAdmin navigation menu, click Users & Roles > Users.
  2. Select the row of each user you want to share the desktop template with.
    • You can use the Filter (filter icon) to narrow down the rows you see.
    • Security Role or the Groups filters (In Group, Not In Group) are great options.
  3. In the Users table toolbar, click Actions.
  4. Select Add Dashboard.
  5. Select the Dashboard Template.
  6. Enable OR Disable the Link this dashboard to the dashboard template setting.
    1. Enable Link: Links the shared version of the dashboard to your template. Any changes you make to the template will automatically sync with the shared desktop. 
    2. Disable Link: Allows users to edit the version of the desktop you share with them.
  7. Enable OR Disable the Set the applied dashboard as default setting.
    • Enabled: Will make the dashboard you share appear on the user Work Management homepage. Even if the user had a different dashboard already set as their default.
  8. Click Save.

Deleting Desktop and Dashboard Templates

To delete a desktop template:

  1. In the TDAdmin navigation menu, click Desktop Templates > Desktop Templates.
  2. In the template row, click Delete.
  3. Click OK to confirm you want to delete the template. 

To delete a dashboard template:

  1. In the TDAdmin navigation menu, click Dashboard Templates > Dashboard Templates.
  2. In the template row, click Delete.
  3. Click OK to confirm you want to delete the template. 
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