Board Templates
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 Projects panel in the Board Templates tab of the project.
- They are labeled 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 Administration panel.
Create Board Template
Information
- There are two different options to create board templates in PLANTA pulse:
How? | Who? | |
---|---|---|
1 | Create New Template in the Projects panel. | Project admin of the project Global admins |
2 | Create template from board | Board admins |
Procedure 1
- Switch to the Projects panel and open a project.
- Open the Board Templates tab.
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 board → Sidebar → ...More
- In the Board Menu, 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 Projects panel.
- 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
- Click Create New Template in the Projects panel.
- 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.
Create a Board from a Template
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 template.
- 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.
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 Projects panel, 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
- Members
Board Template Menu
Information
- Via the menu item ... More, 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
Information
- By copying a board template, a new board template with the contents of the original template can be created.
Procedure
- Open board template → Sidebar → ...More
- 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 Projects panel.
- 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
Information
- Board templates and all their cards, lists and members can be exported via a .json file.
Procedure
- Open board template → Sidebar → ...More
- 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
- This menu item is only available for board admins.
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
- Open board template → Sidebar → ...More
- In the board template menu, select the option Archive Template.
- Archive.
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
- This menu item is only available for board admins.
Delete Template
Information
- A board template can be deleted, which will also delete all related objects (e.g. lists, cards) and information.
Procedure
- Open board template → Sidebar → ...More
- 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 Administration panel.
Template Archive
Information
- Archived cards, lists and swimlanes can be accessed in the template archive and can be restored or deleted if necessary.
Procedure
- Open board template → Sidebar → ...More
- 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.