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Adding a dashboard template

User Requirement: Information Manager rights

1. Click the My CRM | Dashboard tab.
2. Click Template | Dashboard Templates | New.
3. Set the type to Flexible or Fixed layout. This defaults to Flexible. The type cannot be switched once the dashboard has been added.
4. Add a name, description, and category to the template.
5. Click Save. The template dashboard is displayed in the list of templates. You can open the new template and add gadgets to it by clicking Modify Gadgets.

See Also:

Assigning users to a dashboard template

Modifying a dashboard template

Deleting a dashboard template

Managing user dashboards

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