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N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
This article shows how to clone a dashboard template so you can customize it according to your business requirements.
To clone a dashboard:
- Navigate to Dashboards in the MSPbots app.
- Search for the dashboard you want to clone and select it.
- Click on the Clone Dashboard icon.
- On the Clone pop-up window that appears, enter a Name, Role, and Description for the new dashboard.
- Click Continue to save.
- Search for the cloned dashboard and select it. Note that this was automatically saved as a Custom dashboard and displayed under My Dashboards.
- Once you select the cloned dashboard, it will show all the widgets from the original dashboard. To modify this view, click the Design button then add or delete any of the widgets.
You may also edit the widgets in the dashboard. Hover on the upper right corner of a widget and select Edit from the options.
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