How to clone a dashboard card

This article is part of the Guide to Insightly Dashboards

This feature is only available in the new Insightly.

If you want to experiment with your card data but are afraid of losing what you've already created, cloning a card is the solution. Cloning creates an identical copy of your card for modifying without altering the information on the original card. 

How to clone a card:

  1. Click the three-dot menu to the right of the card you want to share. Click Clone This Card.
    screenshot-crm.na1.insightly.com-2018-04-23-14-55-18.png
  2. Fill out the information for the new card. Click Save.
    screenshot-crm.na1.insightly.com-2018-04-23-14-59-58.png

You can also clone the card from the View Card page.

  1. Click Actions. Select Clone This Card.
    screenshot-crm.na1.insightly.com-2018-04-24-14-36-31.png
  2. Fill out the information for the new card. Click Save.
    screenshot-crm.na1.insightly.com-2018-04-24-14-38-02.png
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