# Dashboard as Template

The ***Save as Template*** option has been provided under the ***More Actions*** menu for each saved dashboard. By clicking this option it will create the selected dashboard as a Card in the Templates section.

{% hint style="success" %}
*Check out the given illustration on how to create and use the Dashboard Templates inside the Designer module.*
{% endhint %}

<figure><img src="/files/pmPHiUmsIjG6JTAbe5DC" alt=""><figcaption><p>Dashboard Templates </p></figcaption></figure>

* Navigate to the saved ***Dashboards*** list using the ***Manage*** option.
* Select a ***Dashboard*** from the list.
* Click the ***More Actions*** icon for the selected dashboard. &#x20;

<figure><img src="/files/5ERQ2bIewsKVot5R01i5" alt=""><figcaption></figcaption></figure>

* Click the ***Save as Template*** option from the ***More Actions*** context menu.

<figure><img src="/files/LU1t6xdm3DXIpwjXijEG" alt=""><figcaption></figcaption></figure>

* The ***Save as Template*** dialog box opens.
* Provide the ***Template Name*** in the given space.
* Click the ***Save*** option.

&#x20;    &#x20;

<figure><img src="/files/l4jrXQMUJTGLNDopW5yg" alt=""><figcaption></figcaption></figure>

* A notification message appears to inform the completion of the action.    &#x20;

<figure><img src="/files/3mCnl41Jeju0RkwQSMZw" alt=""><figcaption></figcaption></figure>

* Click the ***Templates*** option provided under the ***Open*** option from the Designer homepage.
* The ***Dashboard Templates*** page opens listing all the available dashboard templates.
* The recently saved dashboard template gets listed under the Dashboard Templates page.&#x20;

<figure><img src="/files/M9kv1DkBqi1uwB6QnI1o" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Please Note: The saved Dashboard template gets two icons to perform actions.

1. Open as dashboard <img src="/files/MUk7L5sqm6bRrbpUyicM" alt="" data-size="line">
2. Preview Template <img src="/files/bf2cLQGhbRMwzqGp0zKy" alt="" data-size="line">
   {% endhint %}

<details>

<summary>Open as Dashboard</summary>

When the users click on the  **Open as Dashboard** icon<img src="/files/g4jF70zsEnP7vy5FYY5O" alt="" data-size="line">, they will get all dragged charting components in the Designer canvas view without the inserted scripts and mapped data connection for that dashboard.

</details>

<details>

<summary>Preview Template</summary>

When the users select the  ***Preview Template*** icon<img src="/files/poERKnIpzcYePv2Ihm14" alt="" data-size="line">, they will get the preview mode of the selected dashboard. It allows the inserted functionality together with the mapped dataset for the preview.

</details>


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