Features

#ADMINISTRATION

Board templates suited to your project needs

For a faster and easier start of your projects.

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Defiine user roles and permissions in Plaky

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.

Managed access of boards for more privacy

Adding a board template

Create from Template

To add new Board from Template:

  1. Navigate to the Workspace you’d like to add Template to
  2. Click + Add located below the Workspace name
  3. 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.

Defiine user roles and permissions in Plaky

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:

  1. Go to the board you’d like to set as template
  2. Click on the three-dot menu at the top right corner
  3. 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".