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Dashboard templates can be really handy to give your employees template that gets them started with VobeSoft as quick as possible. To create a dashboard template on the dashboard tab by clicking on the menu icon to the right (see image below).

To make a template, click on "Set as a template" and fill in a name and which roles can use the template. You can also set a description for a template when making one, but this is optional.

You can edit templates at the "dashboard templates" section, to find this go to settings > dashboard templates. In the pop-up screen that appears you will be able to edit the name, description and roles of the template.

At the “dashboard templates” section, you can also filter through the dashboard templates. To filter the templates, click on the filter icon on the right of the dashboard templates toolbar (see image below).