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* Improve widgets library structure * add styling to widgets library images * black linting * update widgets library index generator * update border of docs image * shift grouping Minh suggestion * no ruff in this file * Update chart-from-raw-data.md * lint * add pro to index docs * add workflows to docs * dunno how to spell existent lol * navbar logo to go to root docs * push missing bg * backend for terminal pro repo - Andrew suggestion * update content slightly * no widgets-library content should be pushed, this is generated at runtime * add Rita's vidos + review everything
41 lines
1.7 KiB
Markdown
Vendored
41 lines
1.7 KiB
Markdown
Vendored
---
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title: Templates
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sidebar_position: 2
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description: Learn how to use and manage dashboard templates on OpenBB Terminal Pro.
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Save your widget layouts, set default templates, and use the advanced search to
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optimize your experience.
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keywords:
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- dashboard templates
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- advanced search
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- template library
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- default template
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- widget layouts
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- security
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---
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<!-- markdownlint-disable MD012 MD031 MD033 -->
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import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
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<HeadTitle title="Templates | OpenBB Terminal Pro Docs" />
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import TutorialVideo from '@site/src/components/General/TutorialVideo.tsx';
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<TutorialVideo
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youtubeLink="https://www.youtube.com/embed/_Fti4R5Fwrw?si=K82sUCpsvz0CNMSy"
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videoLegend="Short introduction to templates"
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/>
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The widget layouts in dashboards can be saved as templates. This capability allows users to save dashboard layouts for future dashboards where another ticker is used, or to share with colleagues.
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<img className="pro-border-gradient" width="800" alt="template" src="https://github.com/OpenBB-finance/OpenBBTerminal/assets/25267873/f1e7e276-d5b8-4568-baa3-f1141a9957bd" />
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Using the advanced search, users can find their template library.
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<img className="pro-border-gradient" width="800" alt="search template" src="https://github.com/OpenBB-finance/OpenBBTerminal/assets/25267873/aa2e83f9-b64b-4d9a-afca-86ba22900868" />
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More importantly, once a template is defined as "default" that means that whenever a security is selected in the advanced search - that security will be loaded as a dashboard from the default template.
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<img className="pro-border-gradient" width="800" alt="Securities" src="https://github.com/OpenBB-finance/OpenBBTerminal/assets/25267873/e05607ce-401e-4a98-b493-41a55defb744" />
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