---
title: "Creating and Managing Board Templates in Ontraccr"
url: "https://help.ontraccr.com/en/article/creating-and-managing-board-templates-in-ontraccr"
language: "en"
last_updated: "2025-06-08T16:18:26.950Z"
---

# Creating and Managing Board Templates in Ontraccr

## 📄 **Creating and Managing Board Templates in Ontraccr**  
 

Ontraccr’s **Board Templates** allow you to prebuild commonly used project boards (like RFIs, Submittals, or Punch Lists) so that teams can spin up standardized boards in just a few clicks—no need to start from scratch each time.

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## 🧭 **Where to Access Board Template Customization**

1.  Navigate to **Settings**.
2.  Click on **Customization**.
3.  Select **Boards** from the customization menu.

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## 🧰 **What Board Templates Include**

Each template can define:

-   **Board name** (e.g., “RFI Tracker”)
-   **Column structure** (e.g., Submitted → In Review → Responded → Closed)
-   **Default field layout** or card design (if your boards are customized)

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## 🛠️ **How to Create a Board Template**

1.  In the **Boards** customization screen, click **Add (+)**.
2.  Enter the **template name** (e.g., “Deficiency Log”).
3.  Set up your board:
    -   Create the default **columns** (e.g., Open, In Progress, Resolved).
    -   Optionally, define default **custom fields or card layouts** if enabled in your workspace.
4.  Click **Save** to store the template.

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## ✏️ **Editing Board Templates**

-   From the Boards customization screen, click **Edit** beside any existing template.
-   You can update column names, reorder stages, or adjust any fields.

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## 💡 **Real-World Example**

Let’s say you use an RFI board on every project:

-   Create a template called **“Standard RFI Process”** with columns like:
    -   *Submitted*
    -   *Under Review*
    -   *Approved*
    -   *Closed*

This template can now be applied to all new projects in seconds—no manual setup needed.

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## ✅ **Tips and Edge Cases**

-   **One Template per Board Type**: Use descriptive naming to distinguish templates (e.g., “QA Checklist Board” vs. “Close-Out Checklist”).
-   **Template Management**: Remove old templates you no longer use to keep the list clean.
-   **Card Layouts**: If your system has customized card fields, ensure these are included during template creation.

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