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:

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

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.