Setting Custom Template

Pro and Enterprise users can set a design or visual as a Team template for everyone in the team to use.

Any team member may save their work as a template for other team members to use, so long as he or she is within the same Workspace.

Here's how to save a custom template:

1

On your Dashboard, select the visual you wish to set as a template. 

2

Click on the File menu (three vertical dots) at the corner of your visual. You'll see the Save Template option:

3

Give your template a name 

4

The template will then be available from the left panel:

Common Questions

How can I edit a Saved Template?

1

Click Use Template to create a new visual.

2

Apply your desired changes. All changes will not apply to the original Saved Template. A new visual will be saved on the dashboard. 

3

You can save it as a visual, or, as a new template for your Team to access.

4

Give it a distinct name so that you and your team can differentiate between the original and the new template. 

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