#ADMINISTRATION
Board templates suited to your project needs
For a faster and easier start of your projects.
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What can board templates do for you and your team
What can board templates do for you and your team
Plaky templates offer pre-designed project layouts with structured frameworks for easy setup, saving users time and effort. They come with predefined elements suitable for various use cases and industries.
Adding a board template
Create from Template
To add new Board from Template:
- Navigate to the Workspace you’d like to add Template to
- Click + Add located below the Workspace name
- Choose New Board and Create from template from the dropdown menu
Choose from the Template Center
Templates are categorized. Browse by category on the left sidebar or use the search field.
Choose a template, preview it by hovering, and click "Use" to apply it. Modify it as needed once selected.
Industry specific templates suited for different teams
Marketing
- Strategy Plan
- Content Calendar
- Creative Requests
- Social Media Calendar
- Event Planning
- Video Production
HR
- Employee onboarding
- Recrutment
- HR requests
Projects
- Single Projects
- Resource Planning
Development
- Bug Tracking
- Product Roadmap
- Product Launch
SALES & CRM
- Onboarding New Clients
- Pre-onboarding
- Sales Pipeline
- Deals
- Contact list
- Inventory management
Industry
- Construction
- Real Estate
Setting your board as template
Control who can make changes to the board's structure, settings, and content.
Choose a board from the Template center
Once you've customized a board to your liking and want to use it repeatedly, you can set it as a template.
To set an already created board as template:
- Go to the board you’d like to set as template
- Click on the three-dot menu at the top right corner
- Select "Mark as Template" from the dropdown menu
Your board will be saved as a template and can be found in the Template Center under "All Templates" and "Templates Created in Your Account".
