Board Template Functions PREMIUM
Information
- Board templates can be used in PLANTA pulse to create boards with a uniform structure (e.g. sprint boards) quickly and easily.
- This way, lists, cards or also custom fields and labels can be copied over to all boards which are created from the template.
Details
- Board templates belong to a project and are displayed in the panel Projects in the Board Templates tab of the project.
- They are labelled as board templates with the icon .
- On the icon, there is a tooltip which indicates how many boards have already been created out of the template.
- Board templates can be managed by global admins in the panel Administration.
Note
- Board templates are only available in the premium version of PLANTA pulse.
Create Board Template
Information
- There are two different options to create board templates in PLANTA pulse:
| |
How? |
Who? |
| 1 |
Create New Template in the panel Projects |
Project admin of the project
Global admins |
| 2 |
Create template from board |
Board admins |
Procedure 1
- Switch to the panel Projects and open a project.
- Open the tab Board Templates.
- Click on the placeholder board card Create New Template within a group.
- Enter a title for the new board template.
- Click Create.
- The new board template opens.
- The members of the project are automatically added as members to the board template.
Procedure 2
- Open the board which is to be saved as a template.
- Open the board menu in the sidebar and select the option Save as Board Template.
- Enter a title for the board template.
- In the listbox Template Group, select the group into which the template is to be added in the panel Projects.
- Select whether cards and members of the board are to be copied to the board template.
- Comments on cards are never copied to the board template.
- Click Save.
- The new board template opens.
Notes
- Board templates can only be created within a project.
- If a board is not part of a project, the option Save as Board Template is missing from the board menu.
- When a board is saved as a board template, the original board remains unchanged, i.e. no conversion takes place.
Import Board Template
Information
- Board templates and all their cards, lists and members can be exported and imported via a .json file.
- To import a board template, it needs to have been exported before.
Procedure
- In the panel Projects, click Create New Template.
- In the dialog box, click Import Template.
- Via Copy/Paste, insert the contents of the previously exported .json file.
- Click Import.
- Select the members to be imported.
- Click OK.
- The imported board template is opened.
Permissions and Visibility
Information
- The permissions on board templates correspond to the permissions on boards.
- More information on the permissions in PLANTA pulse can be found here.
Details
- Board templates are always public, which means they can be viewed by all project members.
- Unlike with boards, however, users cannot join board templates.
- New members on board templates always have to be added to the template by existing board template admins.
- Project admins and global admins can create boards from the board templates without being a member of the board template.
Board Template Bar
Information
- In the upper area of a board template, the board template bar can be found within the home bar.
- The bar contains the following elements:
- Project title of the project which contains the board template
- Via the project title, the project can be opened in the panel Projects.
- Title of the board template with the template icon
- Button for creating a board from the template
Create Board from Template
Open board template
Board template bar
Create Board from Template
Information
- Board templates can be used to create boards.
- The contents of the board templates are copied to these boards.
Procedure
- Open the board template from which a board is to be created.
- In the board template bar, click Create Board from Template.
- Enter a title for the board.
- Select whether cards and members of the board template are to be copied to the board.
- Comments on cards are never copied to the board.
- If both cards and members are copied, the assignments of members to cards are also copied to the board.
- If needed, change the visibility mode of the board. To do so, click Change and select the mode.
- The visibility mode can later also be changed in the board bar.
- By default, new boards are created as private boards.
- Click Create.
- The new board opens.
- The board is created within the same project as the board template.
Sidebar
Open board template
If needed, expand sidebar via
Information
- The sidebar is displayed at the right side of a board template and mainly contains the same elements as the sidebar on boards.
- More information on the elements of the sidebar on boards can be found here.
- In the following chapters, the elements of the sidebar which are specific to board templates are described.
Details
- Just as on boards, the sidebar on board templates also contains information on the following:
- Members
- Members can be added to a board template which can then later be copied to the boards which are created from the template.
- If a board template is created in the panel Projects, the members of the project are automatically added to the board template.
- If a board template is created from an existing board, the user can choose whether to copy the members of the board to the board template.
- Labels
- Labels are copied to a board when it is created from a board template.
- Activities of the board template
Board Template Menu
Information
- Via the menu item ... More in the sidebar, the board template menu with further options can be opened.
- The board template menu mainly contains the same elements as the board menu.
- Information on the elements of the board menu can be found here.
- In the following chapters, the elements of the board template menu which are specific to board templates are described.
Copy Template
Open board
Sidebar ...More Copy Template
Information
- By copying a board template, a new board template with the contents of the original template can be created.
Procedure
- In the board template menu, select the option Copy Template.
- Enter a title for the board template copy.
- Select the template group in which the copy is to be displayed in the panel Projects.
- Select whether cards and members of the board template are to be copied.
- Comments on cards are never copied.
- Click Copy.
- The board template copy is opened automatically.
- The board template is created in the same project as the original board template.
Export Template
Open board template
Sidebar ...More Export Template
Information
- Board templates and all their cards, lists and members can be exported via a .json file.
Procedure
- In the board template menu, select the option Export Template.
- A .json file of the board template is created and downloaded.
- Using this file, the board template can be imported somewhere else.
Note
Archive Template
Open board template
Sidebar ...More Archive Template
Information
- A board template can be archived so that it will not be displayed in PLANTA pulse anymore, but the related data and information will not be lost.
Procedure
Details
- Via the menu Archive, archived board templates can be accessed and restored, if needed.
- Archived board templates can be restored by all board admins of the board template.
Note
Delete Template
Open board template
Sidebar ...More Delete Template
Information
- A board template can be deleted, which will also delete all related objects (e.g. lists, cards) and information.
Procedure
- In the board template menu, select the option Delete Template.
- In the dialog box, click Delete.
Details
- If a board template in PLANTA pulse is only to be hidden instead of deleted, so that the related data will be kept, it can also be archived.
Notes
- This menu item is only available for board admins.
- A deleted board template and all related data cannot be restored anymore.
- Global admins can also delete board templates in the panel Administration.
Template Archive
Open board template
Sidebar ...More Template Archive
Information
- Archived cards, lists and swimlanes can be accessed in the template archive and can be restored or deleted if necessary.
Procedure
- In the board template menu, select the option Template Archive.
- Switch to the tab of the object to be edited (Cards, Lists or Swimlanes).
- By clicking on the links, the objects can be restored or deleted.
- Restored objects are automatically added to the board template again.
- They appear at the position from which they were deleted.
Note
- Archived board templates can be accessed in the menu Archive.
- If lists and swimlanes are archived, the related cards are archived as well. They are, however, not listed separately in the tab Cards.
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