To take advantage of preconfigured cards in your app, add cards from the template library to a board, a report, or the Additional insights panel of a worksheet.

If you have no cards in your template library, save an existing card as a template to begin your app library.

To add a card from your template library to a page:

  1. Open the page in designer mode.
  2. If the page is a worksheet, click the Additional insights cog .
  3. In the Card template library, locate the card you want to add. Use Find to filter the list of cards.
  4. Double-click the name of the card template you want to add, or drag it onto the page or Additional insights.
  5. You can edit the new card template.
  6. To save your changes to the page, select Publish.
    You can save the page as a draft if you're not yet ready to publish.