Learn how to create your personal template library and how to make use of the official templates.
What is the Template library?
You need a place to keep your favorite board objects, object ensembles, templates, really anything from the board? Check out the Template library! It allows you to easily create reusable templates from your favorite objects and add them to any board, anytime. Moreover, all Collaboard templates are readily available to kick-start your next collaborative endeavor.
How does it work?
Use Cases
- Use official template to boost your work
- Collect personal favorites in a library and reuse them anywhere, anytime
Features
Personal templates
- Add objects to the library
- Sort templates
- Rename template
- Delete template
- Add template to board
Official templates
- Search template
- Add template to board
Personal templates
Navigate to the (Template) Library in the main toolbox.
You will find two tabs. The first is dedicated to storing your reusable favorites.
Add objects to the library
Select any number of objects on the board and use the context menu to add the collection to the library. Choose a name and add.
Sort templates
Sort templates by:
Rename template
Use the three dot menu of the template, select Rename and save.
Delete template
Use the three dot menu of the template, select Delete and confirm.
Add template to board
Use the three dot menu of the template, select Add to board and confirm.
OR
Drag the template from the side panel and drop it anywhere on the board.
To share your templates simply invite colleagues to a board having the template. They can easily add it to their personal templates.
Official templates
The second tab of the Library contains the official templates.
Search template
Type any combination of letters and numbers and the search will look for a match in the template names.
Add template to board
Use the three dot context menu or drag and drop to the board.
Create as new project or create new project from template link
You may create a new project from an official template and you may share an official template via link.
Create as new project
Click Create as new project and follow the instruction in the modal. A new project based on the template you selected will be created.
Copy link
Click Copy link to copy the template project link to your clipboard. Share this link!
The receiver may use it to directly create a new project with that template. The user interface will look the same as with Create as new project.
Who has access to the Template library?
Subscription
Advanced and Enterprise.
Permissions
| Permission | Viewer | Editor | Facilitator | Owner |
|---|---|---|---|---|
| Add objects to library | no | yes | yes | yes |
| Rename, sort, delete templates | no | yes | yes | yes |
| Add templates to board | no | yes | yes | yes |