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Templates are a great way to reuse work, kick-start your meetings, and organize different workflows for you and your organization. You can use pre-made templates which are based on the knowledge of industry experts or create your own. Speed up any process, be it discovery and research, prioritization, or retrospectives without the need to create the board elements from scratch. 

You can customize any pre-made template to suit your needs and then save it as a custom one

NOTE: Custom templates are a Pro plan feature. 

Creating a new board from a template

Whenever you create a new board, you have the option to start a blank one or use a template as its base. 

NOTE: You can later add additional templates to your infinite board space.

To use a template when creating a new board:

  1. Go to your Dashboard and click Create board

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  2. Provide the new board name
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  3. Choose if you want it to be a team board or a private one.
    NOTE: Private boards are a part of the Pro plan. 
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  4. Click Change template to open the template library.
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  5. Hover over any template and click Use pre-filled or Use empty to add that template to your board. You can scroll down to see more templates or use search in the top right corner to find a specific one.
    NOTE: Some templates have one option and can be added only as pre-filled or only as empty. 
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  6. You will see the selected template name and description on the board creation modal. Click Create board to start.
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A new board will open and the template content will be added to it, so you can start working or share the board with the rest of the team. 

Adding a template to a board

You can always add a template to any board you’re currently working on. The contents of the template will not replace what’s currently on the board. 

To add a template from the board: 

  1. Click Insert template to open the template library. 
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  2. Hover over any template and click Use pre-filled or Use empty to add that template to your board. You can scroll down to see more templates or use search in the top right corner to find a specific one.
    NOTE: Some templates have one option and can be added only as pre-filled or only as empty. 
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As soon as you click the button, you will be moved to the area on the board where the template was added and all of the template elements will be selected, so you can reposition the template as needed. 

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Template library

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The template library that opens when selecting a template has all the pre-made templates Whiteboards offers but also stores your custom templates. 

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The template library allows you to:

  • Import a template from a board backup file,
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  • Change the type of templates that are displayed,
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  • Search for a template,
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  • See the thumbnail of the template and add any template to the board,
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  • See, manage, and add your custom template to the board.
    TIP: To see custom templates, scroll to the bottom or change the displayed type.

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Custom templates

Custom templates allow you to save your processes and frameworks for later use.

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Check out this article to learn more about custom templates.