How to add a card to a dashboard

This article is part of the Guide to Insightly Dashboards

Sometimes you'll want to add existing cards to a new dashboard. Or maybe you'll create new cards that belong on multiple dashboards. There are several options for adding cards where you need them.

When a card has been added to multiple dashboards, updating one of the cards will affect all of the cards.

If you want to change the card's data and not alter other versions of the card added to a different dashboard, clone the card instead. Cloning creates an identical copy of your card for modifying without altering the information on the original card. 

To add a card

  1. Go to Dashboards > Cards.
  2. Click on the three-dot menu to the right of the card. Select Add to Dashboard.
    screenshot-crm.na1.insightly.com-2018-04-25-09-22-13.png
  3. Enter the name of each of the dashboards you want the cards to be added to. Click Save.
    screenshot-crm.na1.insightly.com-2018-04-25-10-01-44.png

You can also add cards from the View Card page.

  1. Go to Dashboards > Cards.
  2. Click on the name of the card.
    screenshot-crm.na1.insightly.com-2018-04-25-08-56-55.png
  3. Click Actions and select Add to Dashboard.
    screenshot-crm.na1.insightly.com-2018-04-25-09-14-31.png
  4. Enter the name of each of the dashboards you want the cards to be added to. Click Save.
    screenshot-crm.na1.insightly.com-2018-04-25-09-16-53.png

You can also use bulk editing to add several cards at a time to multiple dashboards.

  1. Go to Dashboards > Cards.
  2. Check the box next to each card you want to add. Click Add to Dashboard.
    screenshot-crm.na1.insightly.com-2018-04-25-09-19-55.png
  3. Enter the name of each of the dashboards you want the cards to be added to. Click Save.
    screenshot-crm.na1.insightly.com-2018-04-25-09-18-48.png
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