Creating your board templates

Learn how to create and manage your board templates

Only account admins can manage the board templates for the account.

1. Launch the Board manager

   Launch the Board manager by clicking on the Board manager icon in the configuration menu.

   
2. Create a new board template

   Ensure you have setup your Org structure before creating a board template.

   Create a new board template by clicking on the “New Board” button.

   

   Give your board template a name, set the number of columns and the number of rows. Select the orgs you want this board to apply to and tick to make it live.

3. Manage your board template

   • Once you’ve created a board template, you can change the name, size and orgs the board applies to using the settings button.
   • You can preview the board template by clicking on the “Preview” button.
   • You can edit the board template by clicking on the “Designer” button.

   
4. Board Designer

   The board designer is where you can add elements to the board.

   
5. Create a Widget

   Widgets are the individual elements that make up the board. Click on the Add Widget button to add a new widget. You can make titles, tables and charts.

   

   If you select chart or table, you need to define the period of the data you want to display on your board. This will take account of the frequency you defined for the KPI, for example if the KPI is weekly and you do 4 periods, the chart will display the last 4 weeks of data.

6. Drag and drop your widgets

   Once you’ve created your widgets, you can drag and drop them onto the board and reorder them as you like.