In this article, you will learn how to create a Board Template from scratch.
Note: Only Template Admins may create Board Templates.
Move your cursor over the Workbooks section in the Left Navigation Panel.
In the Templates section, click on the + icon.
You'll be redirected to the newly created blank Board Template.
After you're satisfied the the Template layout, click the Board Settings icon to open the Board Actions Menu.
Go to Board Template and click “Finish setup” to choose a Board Criteria/ Parameter Passing.
Click "Save" to finalize the Board Template.
Visual Guide (To enlarge, right-click and open in new tab)
To continue learning about Board Template, please follow the link back to the Board Template Index.
Please do not hesitate to reach out to MSIGHTS Support via the messenger chat window on your bottom right-hand corner at any time or the button below for any questions, support, or feedback. We'd be happy to help!