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Clone from an existing Dashboard
Clone from an existing Dashboard

This article helps you understand how to clone an existing dashboard and create a new dashboard.

Updated over a week ago

Users on Asite can clone any of the existing dashboards including the system dashboard using the 'Clone Dashboard' functionality.

Cloning of dashboard allows you to quickly replicate an existing dashboard into a new one. It helps minimize the efforts involved while creating a blank new dashboard and then adding similar gadgets all over again.

Please follow the below steps to clone an existing dashboard:

1. Open the existing dashboard screen that you want to clone, then click 'Tools' on the top right side of the screen and select 'Clone Dashboard' from the dropdown options.

2. Key in the required details for cloning an existing dashboard:

Field Name

Description

Dashboard Title

Enter a name for the dashboard being created.

Description

Enter a description for the dashboard being created.

Set Default

Make the dashboard being created appear for you as default upon login, next login onwards.

Share

Share the dashboard being created with specific contacts within the organization, and all users within a project or distribution group as required. Key in and select relevant names from the dropdown list. Once selected, right-click on the name of the selected user, project, or distribution group and assign 'Admin' or 'View' permissions on the new dashboard.

Clone Dashboard

Keep the existing dashboard selected in the 'Clone Dashboard' dropdown as it is, to continue cloning the selected dashboard and apply all of its gadgets on the dashboard being created as required.

3. Click 'Create' to complete cloning the selected dashboard. The newly created dashboard will have all the gadgets of the existing dashboard that you had selected for cloning.



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