In this article:
1. How to Clone Dashboards?
2. How to Clone Widgets?
After creating your dashboard pages and widgets in Businessmap, you might need to replicate a specific dashboard or some of its widgets for a different project or team. In such cases, you can easily clone a dashboard page along with its widgets, or clone individual widgets to use on another dashboard. Here is how to do that!
1. How to Clone Dashboards?
To be able to clone a dashboard page, you need to be a Dashboard manager of the page you want to clone, or have the Manage Dashboards admin privilege.
To clone a dashboard page, navigate to your home dashboard page (https://company.kanbanize.com/ctrl_dashboard) and locate the respective dashboard. You can use the dashboard filter under the “All workspaces” button to find it quickly. Click on the three-dot icon and choose the Clone option:
The system will prompt you to select what elements to clone from the source dashboard page:
You can choose to include:
- users — the new dashboard page will be accessible by the same users who have access to the source dashboard page.
- teams — the new dashboard page will include the same workspaces as the source dashboard page.
- workspaces — the new dashboard page will include the same workspaces as the source dashboard page.
- widgets — the new dashboard page will include the same widgets as the source dashboard page. The widgets' settings will also be preserved.
After clicking on Clone, the new dashboard will appear on your home page with the source dashboard's name + “Copy.”
2. How to Clone Widgets?
Cloning widgets is similar to cloning dashboards. To clone a widget, click its three-dot icon to open the options menu, and select Clone.
The system will prompt you to choose the target dashboard where the new (cloned) widget will be created.
Clicking on Clone will recreate the widget in the selected dashboard. Learn more about predefined widgets and custom widgets in Businessmap.