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Selecting a Board Template

LeanKit's step-by-step guide on how to choose the right board template for you. 

 

Pre-Built Templates

 

Unlike the default board template—which has a generic process of To Do, Doing, and Done—pre-built board templates give you a defined process that you can customize further, or work with as-is, according to your preference.

 

Select a Template

 

On the home screen, click the New Board dropdown and select Other Template.

This will bring you to Our Templates, the LeanKit board template library. From there you can scroll through the template categories to select one that fits your needs.

You can preview the template before you make your selection by right clicking on the template thumbnail and selecting Preview. 

Once you’ve selected a template by clicking on the template thumbnail, the Create New Board window will open so that you can name your board and select settings.

 

After you’ve named your board and changed any of the default settings you would like to change, just click Save. Your pre-built template will open, ready for new cards and any further changes you might like to make.

 

To customize the pre-built template, you can select Board Settings from the dropdown menu by clicking on the gear icon in the upper right-hand corner. From the same menu you can also access the Board Layout Editor to customize the configuration of the board’s layout.

 

For more on board settings, click here. For more on board layout, click here. If you still have questions about pre-built templates or boards, feel free to contact us at support@leankit.com.

 

 

 

 

Doc ID: 1191981347

 

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