---
title: "Custom Dashboard Templates"
slug: "custom-dashboard-templates"
tags: ["Dashboards", "Templates"]
updated: 2026-04-16T13:24:16Z
published: 2026-04-16T13:24:16Z
canonical: "documentation.decisions.com/custom-dashboard-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Dashboard Templates

## Overview

**Custom Dashboard Templates** is a new feature introduced in **v3.8** that enables Users to create reusable Dashboard templates that can be copied later to generate new Dashboards more efficiently in the Process Mining Platform.

---

## Creating and Editing a Custom Dashboard Template

1. Follow the instructions mentioned in [Creating a Custom Process Dashboard](https://documentation.decisions.com/process-mining/docs/creating-a-custom-process-dashboard) to create a Custom Dashboard.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-03-04_15h51_11(1).gif)
2. Once the Dashboard is created with the desired specifications, save the Dashboard, then select **SAVE AS TEMPLATE**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/VideoProject155-ezgif.com-video-to-gif-converter.gif)
3. This action will display the **Create Template** window. From here, Users can confirm or change the name of the template and add a description. Users should note that any changes that need to be made to the template must be made before saving.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/VideoProject155-ezgif.com-crop.gif) After verifying that the information displayed is correct, click **SAVE**. 

#### Note

Once saved, only the name and description of a template can be edited by an Admin User.
4. Admin Users can edit the name and description of a Custom Dashboard template after saving by selecting **OPEN AN EXISTING DASHBOARD**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2026-04-09_10h10_02.png)
5. This action opens a window displaying a list of dashboard templates created for the selected event log in the Process Mining platform. Users can browse the list and select the desired template.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2026-04-09_11h42_07.png)
6. Once the Dashboard is selected, Admin Users can edit the template name and description. Changes are immediately reflected after the Dashboard is saved. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2026-04-09_11h42_56.png)

---

## Using a Custom Dashboard Template

1. Once a Custom Dashboard Template is created, it can be copied and reused at any time. To use a template, simply select the template from the **Open Dashboard** menu.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2026-04-09_11h51_54(1).png)
2. After selecting the template, click the **clone** icon to copy the template into a new tab.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2026-04-09_11h55_53.png)
3. From here, Users can use elements included in the template as desired. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2026-04-09_12h00_28.png)

---

## Feature Changes

| Description | Version | Release Date | Developer Task |
| --- | --- | --- | --- |
| Custom Dashboard Templates have been added to the Process Mining Templates. | 3.8 | April 2026 | [DT-045781] |

## Related

- [Creating a Custom Process Dashboard](/creating-a-custom-process-dashboard.md)
- [Process Dashboard Overview](/process-dashboard-overview.md)