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Second screenshot of the Personal Dashboard Template

<h3>About this Personal Dashboard Template</h3><p>This template was designed by community member Marshall Beyer to organize all the important aspects of your life and give you quick access to them. It gives you an easy-to-use interface with links to all the important documents and tools you might need to use on a daily basis.</p><p>As far as Craft templates go, this one is a little more advanced as it requires you to look up your Craft Space ID in order to use it. This is explained in more detail within the template.</p><h3>What is a Personal Dashboard?</h3><p>A Personal Dashboard is a simple page that gives you quick links to all the other documents, pages, folders and tools you need regularly. Keeping all your important links in one convenient location makes it easy to stay organized and productive.</p><h3>When to use a Personal Dashboard Template?</h3><p>If you’re somebody who spends a lot of time working on the computer, a Personal Dashboard is a must. Imagine it like the dashboard of a car where you have quick access to everything you need to in order to operate the vehicle. Likewise, your personal dashboard lets you link out to all the important documents/folders you need throughout the day so you can easily stay in control of your workday. If built right, your personal dashboard becomes the first place you visit when you start working and the last place you visit when you stop.</p><h3>How to use a Personal Dashboard Template</h3><ul><li>The first step is to set up the dashboard with all the links you need it to have. We've made it really easy to create internal links to other documents in Craft by simply typing @ and then typing the document/page title you're looking for. Within the template, you'll also find instructions for linking to folders you use regularly in Craft.</li><li>Next, you can set up shortcuts to your today's, tomorrow's and yesterday's daily notes. These are slightly more complex to set up with instructions in the template.</li><li>Finally, you might also consider linking to websites and even other tools you use regularly. For this, copy the URL or deeplink from other tools or websites and create links in your dashboard for those too. You want to have one dashboard with links to the things that you use the most: too many links and it becomes difficult to use, too few and you're probably missing the opportunity to save time and be more organized.</li><li>If you want, you can also add backgrounds, colors and a cover photo to really make it your own.</li><li>Make your dashboard easy to access by adding it to your Starred folder. Some users on Mac/iOS have even built Apple Shortcuts to launch their dashboard.</li></ul><p>&nbsp;</p>

Create a personal dashboard to help you be more organized and productive during the workday

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Screenshot of a personal dashboard template

Personal Dashboard (Advanced)

<h1>Client Dashboard Template (swirl)</h1><p>Creating a dashboard that you can share with your clients online, is an excellent way to keep all information about a project in one, easily accessible place, and keep your client informed, engaged, and even excited about the project.&nbsp;</p><h2>What to include on your client dashboard?</h2><p>You'll first need to find out what information is important to your client. Typically, this would include:</p><ul><li>Project timeline</li><li>Agreed budgets</li><li>Deliverables and dates</li><li>Reports or links to reports</li><li>Milestones and upcoming tasks</li></ul><blockquote><p>Get more advice here: <a href="https://www.craft.do/blog/client-dashboard-tips" target="_blank" rel="noopener noreferrer">How to create killer client dashboards: 5 tips for freelancers</a></p></blockquote><h2>When should you create a client dashboard?</h2><p>Once you have agreed on a project and signed a contract or SLA, you are ready to set up your client dashboard. Share it with them early on in your project to enable them to understand the work laid out and the progress being made.</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create a beautiful online dashboard that lets clients stay up to date with project progress

Client Dashboard Swirl

Client Dashboard (swirl)

<h1>Client Dashboard Template (red)</h1><p>Creating a dashboard that you can share with your clients online, is an excellent way to keep all information about a project in one, easily accessible place, and keep your client informed, engaged, and even excited about the project.&nbsp;</p><h2>What to include on your client dashboard?</h2><p>You'll first need to find out what information is important to your client. Typically, this would include:</p><ul><li>Project timeline</li><li>Agreed budgets</li><li>Deliverables and dates</li><li>Reports or links to reports</li><li>Milestones and upcoming tasks</li></ul><blockquote><p>Get more advice here: <a href="https://www.craft.do/blog/client-dashboard-tips" target="_blank" rel="noopener noreferrer">How to create killer client dashboards: 5 tips for freelancers</a></p></blockquote><h2>When should you create a client dashboard?</h2><p>Once you have agreed on a project and signed a contract or SLA, you are ready to set up your client dashboard. Share it with them early on in your project to enable them to understand the work laid out and the progress being made.</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create a gorgeous online dashboard to share updates and important information with clients

Client Dashboard Red

Client Dashboard (red)

<h1>Client Dashboard Template (blue)</h1><p>Creating a dashboard that you can share with your clients online, is an excellent way to keep all information about a project in one, easily accessible place, and keep your client informed, engaged, and even excited about the project.&nbsp;</p><h2>What to include on your client dashboard?</h2><p>You'll first need to find out what information is important to your client. Typically, this would include:</p><ul><li>Project timeline</li><li>Agreed budgets</li><li>Deliverables and dates</li><li>Reports or links to reports</li><li>Milestones and upcoming tasks</li></ul><blockquote><p>Get more advice here: <a href="https://www.craft.do/blog/client-dashboard-tips" target="_blank" rel="noopener noreferrer">How to create killer client dashboards: 5 tips for freelancers</a></p></blockquote><h2>When should you create a client dashboard?</h2><p>Once you have agreed on a project and signed a contract or SLA, you are ready to set up your client dashboard. Share it with them early on in your project to enable them to understand the work laid out and the progress being made.</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create an online dashboard that you can share with your client and keep them engaged with your project

Client Dashboard Blue

Client Dashboard (blue)

<h1>Internal Dashboard Template</h1><p>An Internal Dashboard is a page where you keep all the important links and information that you need on a daily basis. Similar to the <a href="https://www.craft.do/templates/client-dashboard-template" target="_blank" rel="noopener noreferrer">Client Dashboard Template</a>, the idea is to have one central location to work from during the day.&nbsp;</p><h2>Why create an Internal Dashboard?</h2><p>Many of us spend a large amount of our working day behind a computer and typically use countless apps, websites and documents throughout the day. An internal dashboard can help you be more organized and productive by putting all the most important links and information in one place. You might create a Team Dashboard that the entire team uses, but often a custom dashboard built for each member of the team works best.&nbsp;</p><h2>When should you create an Internal Dashboard?</h2><p>An Internal Dashboard is a great document that has the potential to really speed up your workflow as you revisit it throughout the day. Like the dashboard of a car, it provides information about the most important things you need to pay attention to, and it offers links to the most common documents/apps you use to help reduce friction and make your day as smooth as possible as you go about your tasks.&nbsp;</p><h2>How to use this Internal Dashboard template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log-in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

An internal dashboard provides all the important links and information you need on a daily basis.  

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Internal Dashboard.jpg

Internal Dashboard Template

<h1>Client Dashboard Template</h1><p>A Client Dashboard is a page that's shared with clients to give them all the information they might need about a project's status in a single location. A little similar to a <a href="https://www.craft.do/templates/client-onboarding-template" target="_blank" rel="noopener noreferrer">Client Onboarding Document</a>, a Client Dashboard provides a glimpse at the status of a project and other relevant information such as meeting logs or a list of action items to be completed.&nbsp;</p><h2>Why create a Client Dashboard?</h2><p>A Client Dashboard is a great way for maintaining ongoing asynchronous updates with clients. Instead of relying on countless email exchanges, a Client Dashboard allows updates to happen in one location instead.</p><h2>When should you create a Client Dashboard?</h2><p>A Client Dashboard can be built whenever you start working with a new client. Sharing this link with them early can help set expectations and build a habit. Your dashboard may grow and develop over time as you continue working with a client.</p><h2>How to use this Client Dashboard template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log-in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

A Client Dashboard is a page that's shared with clients to give them all the information they might need about a project's status in a single location.

Dashboards

FAQ About Dashboards Templates