---
title: "Creating a Board from a Default Template in Ontraccr"
url: "https://help.ontraccr.com/en/article/creating-a-board-from-a-default-template-in-ontraccr"
language: "en"
last_updated: "2025-05-27T11:13:43.063Z"
---

# 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.

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## 🎯 **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

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## **🧩 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.

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## ✅ **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.”

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## 🧠 **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.