Creating a Board from a Default Template in Ontraccr

📋 Creating a Board from a Default Template in Ontraccr
 

Overview

Ontraccr includes a library of pre-built board templates tailored to common workflows like project tracking, recruiting, and CRM. Creating a board from a template is the fastest way to get started with a fully functional board — complete with card design and pre-set statuses.

🎯 When to Use This

Use a default template when:

• You want to get up and running quickly with a proven workflow
• You need a board for a standard business process (e.g., hiring, purchasing)
• You’re new to boards and want a ready-made structure to build on

🧩 How to Create a Board from a Template

1. Click the ➕ Plus Icon next to the board title.
    
2. Click the red “Import from Board Template” button.
    
3. Under the dropdown labeled “Board Library,” choose a template:
   
   • CRM Template
   • Project Tracker Template
   • Procurement Template
   • Recruiting Template
   • Task Manager Template
4. Review and edit:
   
   • Board Name: Rename the board if needed.
   • Division: Select one or more divisions the board belongs to.
   • Preview: You’ll see a preview of the card design and preloaded statuses that will be used.
5. Click “Submit.”
   Your board will be instantly created with all template settings applied.

✅ Example Use Case

Let’s say you need a Recruiting Board:

• Choose the Recruiting Template from the dropdown.
• Name your board “Field Crew Hiring - Spring 2025”
• Assign it to the “HR” division.
• Submit — and your board comes preloaded with stages like “New Application,” “Interviewing,” “Offer Sent,” and “Hired.”

🧠 Tips & Edge Cases

• Templates are great starting points but you can customize the board after creation — update statuses, card design, permissions, etc.
• Only company admins and users with board creation permissions can access this feature.
• Boards created from templates are fully editable — they don’t remain linked to the original template after creation.