How to add a card to a dashboard

This article is part of the Guide to Insightly Dashboards

This feature is only available in the new Insightly.

Sometimes you'll need to add old 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.

To add a card:

  1. Go to Dashboards > Cards.
    screenshot-crm.na1.insightly.com-2018-04-23-16-21-11.png
  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.
    screenshot-crm.na1.insightly.com-2018-04-23-16-21-11.png
  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.
    screenshot-crm.na1.insightly.com-2018-04-23-16-21-11.png
  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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