> ## Documentation Index > Fetch the complete documentation index at: https://docs.adriel.com/llms.txt > Use this file to discover all available pages before exploring further. # Templates > Start a new dashboard from a prebuilt template — or create custom templates that add to the gallery. Building a dashboard from scratch is fast, but starting from a template is faster. Adriel ships a **template gallery** with prebuilt dashboards for common reporting needs, and workspaces on the Custom Templates add-on can create their own templates that appear alongside the built-in ones. ## Pick a template from the gallery From the teamspace and folder where the dashboard belongs, click **+ New dashboard**. The template gallery opens. To skip the gallery and start with an empty dashboard, choose **Blank dashboard**. The gallery can be narrowed by role, company type, dashboard type, or data source using the filter options at the top. Filtering is optional — browsing the full gallery works too. Click a template to open a demo preview. The preview shows the widget arrangement with sample data — switch back to the gallery if it isn't the right fit. Apply the template. A new dashboard is created in the current folder with the template's widgets, KPIs, and styling. The title is set to "Untitled" with a numbered suffix if needed. Open each widget's settings and confirm the data sources. Templates ship with widget structure; the actual data sources are workspace-specific. **Data sources on a teamspace are auto-assigned to matching template widgets.** If the destination teamspace already has data sources assigned, those data sources are automatically applied to template widgets whose channel type matches — for example, a template widget expecting Meta Ads will pick up the teamspace's Meta Ads data source at apply time. Widgets whose channel type doesn't match anything in the teamspace remain unassigned until a data source is chosen. ## Custom templates (add-on) Custom Templates is an add-on capability. It's included by default in agency deals; enterprise workspaces can enable it by contacting Adriel or emailing `support@adriel.com`. With Custom Templates enabled, custom templates live in a dedicated **Templates** section that appears alongside the workspace's teamspaces. It's organized like a teamspace — same UI treatment as any other teamspace in the sidebar. Templates created there are added to the same template gallery alongside Adriel's built-in templates, filtered and previewed the same way. Custom templates are useful when: * The same report structure ships to many clients with different data sources. * A standard executive overview should be replicated across regional teamspaces. * Onboarding new clients should always start from a workspace-standard layout. ### Create a custom template Custom templates are created by working inside the **Templates** teamspace — any dashboard created there is automatically treated as a template and appears in the template gallery. 1. In the sidebar, navigate to the **Templates** teamspace (it sits alongside the workspace's other teamspaces). 2. Create a new dashboard inside the Templates teamspace — set the layout, add widgets, and configure the metrics, breakdowns, and channel-type placeholders each widget should use. 3. The dashboard is automatically treated as a template. It joins the template gallery for the workspace with no extra "publish" step. ## Template dashboard limitations The constraints below apply only to custom-template dashboards — the ones inside the Templates teamspace. Built-in gallery templates aren't affected because customers don't edit them directly. Template dashboards are structured for reuse, so editing and sharing affordances on them are limited: * **No direct sharing** — template dashboards can't have share links created directly. Share a dashboard created from the template instead. * **No snapshots or PDF downloads from the template** — the **Snapshot**, **Share**, and **Download PDF** buttons are hidden on template dashboards. * **No AI Agent on template dashboards** — the AI Agent button is hidden. * **Move restricted** — template dashboards can't be freely moved out of the Templates teamspace. * **Report mode editing** — even admin users have edit rights stripped on template dashboards inside Report mode. * **Data sources are placeholders** — widgets on a template carry channel-type placeholders (for example, "Meta Ads"), not specific ad accounts. Real data sources are wired in when the template is applied to a dashboard. For the full editing experience, create a dashboard from the template and edit the resulting dashboard. ### Use a custom template Custom templates appear alongside Adriel-shipped templates in the gallery, with a label indicating they're workspace-specific. Pick one the same way as any shipped template — filter, preview, apply, then confirm data sources. ## After applying a template Templates are a starting point, not a finished product. Common follow-up steps: * [Customize the layout](/dashboards/building/customizing-dashboards) — dashboard-wide styling, alignment, page breaks. * [Adjust widget layout](/dashboards/building/widget-layout) — arrange the grid. * [Set KPIs](/dashboards/building/setting-kpis) — many templates ship with KPI targets ready to fill in. * Browse the [Widget library](/widgets/widget-library/overview) to add widgets that aren't in the template. ## Troubleshooting Moving dashboards into the Templates teamspace via the **Move to** menu is not yet implemented; it is a fast-follow item on the Custom Dashboard roadmap. In the meantime, drag-and-drop can be used as a workaround. Adriel keeps template edit history that identifies which user made each edit. A template's changes can be attributed to specific users with timestamps, and views inherit whatever version of the template existed at the time the view was created. If a view looks wrong, compare its creation timestamp against the template's edit history — the view may have inherited a pre-edit version of the template. Support can pull the full edit history for a template. ## Related * [Customizing dashboards](/dashboards/building/customizing-dashboards) * [Widget layout](/dashboards/building/widget-layout) * [Widget library overview](/widgets/widget-library/overview) * [Setting marketing KPIs](/dashboards/building/setting-kpis) * [Dashboard overview](/dashboards/overview)