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Using and Managing Board Templates

LeanKit's step-by-step guide on how to find, create, and manage board templates. 

LeanKit provides a Board Template Library with pre-built board templates that allow you to create a new board that closely resembles your work process. You can then edit your selected template to further match your workflow if desired.

You can browse the template Library by clicking Templates at the top of the home screen.

This will show all the templates available. If your account allows, you can create a new board based on a template directly from this view by simply clicking on the template. You can also click on the dropdown arrow on the face of the template to create a board from that template or preview the template.

 

LeanKit provides board template capabilities that enable you to: 

  

Create a New Board using a Pre-Built Template

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.

To create a new board using a pre-built template, from 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.

Can't decide on a board template? Check out our list of the Top 10 Board Templates in LeanKit to help you decide which template is best for you. 

Remember: Not all user accounts have the permission to create new boards

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Creating a New Template 

To create a board template, start by clicking on the LeanKit icon and then select Home.

Please note: If you are not an administrator within your organization’s LeanKit account you cannot create or delete templates. 

From the Home Screen, select Templates>New Template>New Template. Select Save as Template to create a Template from that board’s configuration.

Give the new Template a name and description. You must select an existing board to serve as the structure of the template. If you want to include cards, in addition to the structure, as part of your template, check the appropriate box. You'll be able to decide on a case-by-case basis when you reuse the template whether you want to include those cards. Click Save.

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Deleting a Template

User-created templates can be deleted from the Templates screen. Access it as described above via the LeanKit icon. Then select Templates.

Right-click the template you wish to delete:

Select Delete to delete the template. 

You’ll be asked to confirm before the Template is deleted permanently

Note: Removing a template that was used to create a board will have no effect on that board.

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Editing a Template

You may find that you need to make changes to a Template which you previously created — new lanes, new name, new cards, etc. Or, you may decide to tweak one of the templates from the original library to create the right solution for your organization.

To edit a Template, first create a new board from the template you want to modify, then make the edits to the new board as desired. Finally, save the edited board as a new Template. If the previous Template is one you created and you no longer need, you can delete it.

When working with board templates, you can export board templates to a file, and import them from a file. Within your own account, you can edit and copy templates without the need to export and import. The import/export functionality comes in handy when you want to transfer templates between accounts.

Also, if you're a consultant that has some predefined templates you'd like to share with your clients, exporting those and then importing them into client accounts can be a way to distribute your templates. Finally, LeanKit users with separate accounts may wish to share templates with each other, and could easily email the exported template file to one another.

To access board templates for your account, click the Templates button at the top of the Home Screen.

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Importing Templates

To create a new template based on an imported file, click New Template at the top of the home screen and select Import from a File.

Specify the name, description, and file location of the template to be imported. Click the "Include cards when creating template" option, if so desired. Finally, click "Choose File" and select the file to be uploaded.

After clicking Save, you'll return to the list of templates. Your new template will be at the bottom of the list.

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Exporting Templates

Right-click on the desired template and select Export to File.  Then select a location to save the file.

 

NOTE: You won’t be able to export any of the standard templates that came with LeanKit, only templates that you or someone in your account created.


The exported file will look something like this:

exported_file.png

It's semi human readable, if you understand JSON. While technically editable, you'd be safer updating your templates in LeanKit, and re-exporting it.

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Doc ID: 1191979603

 

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