Who can use this feature?
- Organization Administrators can create and manage dashboard templates in TDAdmin.
- Available with Work Management
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 dashboard template.
This article covers the following topics:
To create a dashboard template:
- In the TDAdmin navigation menu, click Dashboard Templates > Dashboard Templates.
- Click + New.
- Enter a Name and click Save.
- Set the Widgets, Rows, and Dashboard Settings (gear icon) of the Dashboard Template.
- Click Save.
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 you make to templates to automatically show up for users, remember to select the "Linked" option when sharing a dashboard with them.
To share a dashboard template with a group:
- In the TDAdmin navigation menu, click Users & Roles > Groups.
- Click the group Name.
- The Search bar at the top is a great way to quickly find groups.
- In the user record navigation menu, click Dashboards.
- Click + New.
- Select the Dashboard Template.
- Enable OR Disable the Link this dashboard to the dashboard template setting.
- 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 dashboard.
- Disable Link: Allows users to edit the version of the dashboard you share with them.
- Click Save.
To share a dashboard template with multiple users:
- In the TDAdmin navigation menu, click Users & Roles > Users.
- Select the row of each user you want to share the dashboard 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.
- In the Users table toolbar, click Actions.
- Select Add Dashboard.
- Select the Dashboard Template.
- Enable OR Disable the Link this dashboard to the dashboard template setting.
- 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 dashboard.
- Disable Link: Allows users to edit the version of the dashboard you share with them.
- 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.
- Click Save.