RealtimeBoard offers a variety of templates to help you boost your workflow and give a quick start to any project.
Adding a Template
To add a template to your board click on the + button on the Toolbar and choose Templates.
Template picker allows you to browse through categories and preview every template before using it.
We have also added a short description of each template. If you don’t feel like starting new boards from scratch, just put a checkmark near Show when creating a new board, and the template picker will show up every time a new board is created.
When the template is added, the elements are automatically ungrouped. You can individually click on an object in order to move or edit it. If you'd like to move more than one object at once, you can group them. You can copy template elements and paste them if you need to add more similar items.
Grouping / ungrouping elements in a template
Custom templates can be created manually and then saved to Custom category. Personal templates are visible to their creator only.
Shared with the team templates can be created by Team and Educational users. Everyone in the team has access to this category.
Creating a template
Feel free to choose between 3 options.
1. Select a group of objects and choose Save as template in the context menu.
Save as template option in the context menu
2. Choose the Save as a template option in the Export this board menu. The whole board will be saved as a template.
Save as template option in the Export menu
3. Use the Create new template option in the template picker. You'll open a new tab and will be able to create a new template board.
Create new template button
Saving a template
When saving a template, please enter the name and description, the cover will be created automatically. Team and Education plan users can also choose whether the template will be available for the creator only (Personal) or for the whole team (Shared with the team).
Custom template details
Please note that custom templates are saved to the library of the account to which your current board belongs.
Custom templates are available in the template picker. You can also create a new template by choosing the Create new template option.
A custom personal template in the template picker
Modifying or deleting saved templates
To edit or delete a template, please use the context menu in the template picker.
Edit and Delete buttons to customize your Template
What happens to my template library when the subscription expires?
When your subscription expires, the templates won't be available until you prolong the subscription. Templates that have already been inserted on the board will stay intact.