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Create and use Whiteboard templates

Templates help you jump-start your everyday Whiteboard activities so you can spend more time brainstorming. Template a Whiteboard that your team uses regularly. Or choose from the ready-to-use options on our Template page.

Don't forget to add related tasks to your Whiteboard so you can collaborate on ideas right alongside your work!

 

Whiteboards availability and limits vary by plan and user role. Learn more

Find Whiteboard templates

Templates are available on every plan. To find Whiteboard templates, access the Template Center.

Our newest version of Whiteboards Templates is not compatible with the legacy version.

Legacy templates saved in your Workspace's Template Center will have a legacy badge. 

Access Template Center from a Whiteboard

Take a look at our article Create a Whiteboard for more info on where Whiteboards are saved. 

To access Template Center from a Whiteboard:

  1. In Whiteboards Hub, open the Whiteboard. In the upper-right corner of the Whiteboard click the ellipsis ... or the cog icon. 
    • In the Views Bar, you can hover over the Whiteboard name and right-click. 
    • In the Sidebar, you can click the ellipsis ... next to the Whiteboard.  
  2. Select Template Center. 
  3. From the Whiteboard's Template Center menu, select Browse, Save as, or Update existing Template. 

Save a Whiteboard as a template

To save a Whiteboard as a template:  

  1. Open the Whiteboard you want to create a template from. 
    • The template will contain all of the items added to the Whiteboard. 
  2. From the Whiteboard's Template Center menu, select Save as Template.

  3. In the Save as new Template modal, type a template name.

  4. Click Save Template.

Apply a Whiteboard template

Once a template has been created, you can apply it to any new or existing Whiteboard. 

To apply a template to a new Whiteboard:

  1. Access the Template Center. 

  2. Hover over the template and select Quick Use.

  3. The new Whiteboard opens with the template applied.

To apply a template to an existing Whiteboard:

When you apply a template to an existing Whiteboard, the items on the Whiteboard are replaced with the items in the template.

  1. Open the Whiteboard you want to apply a template to.
  2. From the Whiteboard's Template Center menu, select Browse Templates.
  3. Hover over the template and select Quick Use.
  4. The Whiteboard template applies to the Whiteboard and replaces all items previously added.

Update a Whiteboard template

Once a template has been created, you can update it. 

  1. Access the Template Center and search for the template. 

  2. From the Update existing Template modal, select the template, then click Next.

  3. Click Save Template.

Delete a Whiteboard template

Make sure your team doesn't need the template anymore. Once you delete a template, it can't be recovered.

  1. Access the Template Center and search for the template. 
  2. Select the template.
  3. In the upper-left corner of the Template modal, click the ellipsis ... icon.
  4. Select Delete. 
  5. You'll be prompted to click Delete again or Cancel.

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