Board Template
Apart from creating the Board from scratch which, at times, can be time-consuming and overwhelming, Plaky gives you the opportunity to use Board Templates and make the process faster and more suitable to your needs.
In the Template Center, Plaky offers a wide variety of Templates you can choose from and start planning and organizing your projects more quickly while communicating with your Team Members more efficiently.
Use a wide variety of Templates and achieve your professional and personal goals.
Some of the areas covered by Templates are:
- Marketing
- Sales
- HR
- Software development
- Personal tasks and personal goals
… and so on.
Create Board from a Template #
Whether you’re adding the first Board in the Space, or one more to the collection of Templates you already have, you always have the option of creating it from Template or scratch.
To add new Board from Template:
- Navigate to the Space you’d like to add Template to
- Click + Add located below the Space name
- Choose New Board and Create from template from the dropdown menu
Template Center opens with all the Templates available for you in Plaky. You can browse through the Center in the search field, or by the Template category in the sidebar on the left.
After you’ve chosen the Template, you can hover over it and click Preview if you’d like to see what it looks like, or click Use to use this Template right away. In the preview mode you have the option to click Use Template to use it in the existing Space, or choose the Space from the dropdown.
The Template preview provides the description and the type of project it is made to cover.
The Board will be automatically created from the chosen Template.
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- Tap on the + icon in the bottom right corner
- Select Create Board from Template
Template Center opens with all the Templates available for you in Plaky. You can browse through the Center by scrolling up and down or in the search field.
- After you’ve decided on the Template, tap Choose Template
- Enter Board name
- Select the Folder (optional)
- Tap on Create to complete the action
Now, you can modify this newly created Board according to your needs.
Set Board as Template #
If you’ve created the Board that fits your needs from the Template and you’d like to reuse it multiple times, you can set that Board as Template and use it as all other Templates available in the Template Center. This feature is available on paid plans only.
To set an already created Board as Template:
- Navigate to the Board you’d like to set as Template
- In the Board navigate to the three dot menu at the top right corner
- Choose Mark as Template from the dropdown
The Board will be set as Template and will be marked as such in the sidebar. Additionally to that, it will become available in the Template Center in All templates and Templates created in your account category.
- Tap on three dots in the top right corner to open the Board menu
- Tap on Mark as Template to complete the action.
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Remove Board as Template #
Public Board set as Template can be removed by:
- Template Owner (the User who set a Board as Template)
- Space Member (if Board permissions are set to Edit everything)
Private Board set as Template can be removed by:
- Template Owner
- Space Member (if they’re Member of that Board and if Board permissions are set to Edit everything)
To remove Board as Template:
- Navigate to the Board you’d like to remove as Template
- In the Board navigate to the three dot menu at the top right corner
- Choose Remove as Template from the dropdown
- Tap on three dots in the top right corner to open the Board menu
- Tap on Remove as Template to complete the action.
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The Board will no longer be set as Template and won’t be marked as such in the sidebar. Additionally to that, it will be removed from the Template Center.
All the Boards created from a Board set as Template prior to Removing that Board as Template will be preserved, along with any modifications.
Any type of Board can be saved as Template, whether it’s Private or Public. Also, think of type of data you have on the Board prior to setting the Board as Template, since all the data will be present in the template.
Board permissions are propagated from the Board to the Template. This means that if the Board that the Template was created from is set as Private, the newly-created Board from that Template will be set as Private, as well. These permissions, however, can be changed by the Board Owner. Additionally to that, the settings to who can modify the Board will be propagated to the Template and subsequently the Board created from that Template, as well.
Files, subscriptions and comments will be propagated to the Template and to the Board created from it. These can, however, be subsequently modified, along with other components.
Template Owner is the User who created the Template from the Board.