---
title: "Creating a Board from a Custom Template in Ontraccr"
url: "https://help.ontraccr.com/en/article/creating-a-board-from-a-custom-template-in-ontraccr"
language: "en"
last_updated: "2025-05-27T11:16:51.875Z"
---

# Creating a Board from a Custom Template in Ontraccr

## 🧱 **Creating a Board from a Custom Template in Ontraccr**  
 

### **Overview**

In addition to Ontraccr’s default templates, you can create and reuse your own **custom board templates**. These templates can include your preferred statuses, card design, and layout — helping your team replicate workflows consistently and efficiently.

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## 🎯 **When to Use This**

Use a custom template when:

-   You’ve designed a board you want to reuse for **similar workflows**
-   You want **consistency** across departments, teams, or projects
-   You need to roll out new boards **quickly without manual setup**

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## **🧩 How to Create a Board from a Custom Template**

1.  **Click the ➕ Plus Icon** next to the board title.  
     
2.  **Click “Import from Board Template.”**  
     
3.  **Switch from “Board Library” to “Board Templates” tab.**  
    This shows templates **you or your company have saved** in Ontraccr's settings.  
     
4.  **Select the custom template you want to use.**  
     
5.  **Customize the board setup:**  
    -   **Board Name**: Rename it if needed.
    -   **Division**: Select which division(s) the board should belong to.
    -   Review the card design and statuses included in the template.
6.  **Click “Submit.”**  
    The board is created instantly with all custom settings applied.

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## 🛠️ **How to Save a Custom Template (Setup Step)**

> If you haven’t already created a custom template, here’s how to do it:

1.  Go to **Settings > Customization > Boards**
2.  Click the **Add ➕ button**
3.  Fill out:
    -   **Template Name**
    -   **Description**
    -   **Card Type** (e.g., Project Bid, Job Candidate, etc.)
    -   **Card Title**
    -   **Card Sections + Fields**
    -   **Default Statuses** (type in each one and hit Enter)
4.  Click **Submit**  
    This saves the template for future use under the **Board Templates** tab.

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## ✅ **Example Use Case**

Let’s say your estimating team uses the same workflow repeatedly:

-   You create a custom board template called “Estimating Board – Tenders”
-   It includes card fields for quote value, bid due date, estimator, etc.
-   You reuse this template for every new tender batch, ensuring consistency without recreating the board each time

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## 🧠 **Tips & Edge Cases**

-   **Templates can only be created by users with access to Settings > Customization.**
-   You can create templates for **any card design** in your system — even highly specialized ones.
-   Templates are **not locked** — once you create a board from a template, you can change it however you like.