Forums/Knowledge Base/Working with Board Templates

Selecting a Board Template

Stephen Franklin
posted this on August 29, 2011 12:11 pm

When creating a Board, users will be asked to select a  Board Template to use for the new Board.  By default, the standard Default template will be selected.  This template represents a very generic and simple process consisting of ToDo, Doing, and Done.  Many teams may choose to select this "blank slate" as their starting point.  Teams that want to start with a more defined process and adapt it from there can choose to select a pre-built template.

templateSelection.png

Template Information

When creating a new Board, the user will be presented with the template selection dialog.  After selecting an available template, the information panel to the right will populate with the description of the template as well as a thumbnail image of that board.  Clicking on the thumbnail image, will display a full size image of the board.

Once a Board Template has been selected, click "Ok"  to use the board template. 

 
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