How To Use A Template In A Dashboard (Transcription)

  1. Click on the client you want to create a Dashboard template for.

  2. Click on Projects in the navigation bar on the left.

  3. Click on New Project in the top right corner of the Projects page.

  4. Click on Start from a template.

  5. This will take you to the templates page where you can choose which template you want to use.

  6. Click on Use Template.

  7. Rename the template if you would like to change the name.

  8. Click on Create Project.

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