Creating and Using Custom Board Templates in Ontraccr

🧱 Creating and Using Custom Board Templates in Ontraccr
 

Overview

Board Templates in Ontraccr let you save reusable blueprints for your boards — including statuses, card designs, and layouts. This is ideal for teams that frequently build boards for similar workflows, projects, or departments.

🎯 Why Use Board Templates?

Custom templates help you:

• Save time when setting up recurring boards
• Standardize workflows across teams
• Ensure consistent statuses, fields, and design
• Avoid manual setup each time a new board is needed

🧩 What’s Included in a Board Template?

When you create a board template, you define:

• The name and description of the template
• The card design (card type) to be used
• The statuses (columns) for the board
• Any default field structure based on your card design

Templates do not include cards — they’re for structure only.

🛠️ How to Create a Custom Board Template

1. Go to Settings > Customization > Boards
2. Click the ➕ Add button
3. Fill out the required fields:
   • Template Name
   • Description
   • Card Design (select a pre-configured card type)
   • Statuses (type one at a time, press Enter to add)
4. Click Submit

✅ Your new board template is now saved and can be reused anytime.

📋 How to Create a Board From Your Template

1. Go to the Boards screen and click the ➕ icon beside the board title
2. Select Import from Board Template
3. Switch to the Board Templates tab
4. Choose your custom template from the list
5. Customize:
   • Board Name
   • Division(s)
6. Click Submit to create the board

✅ A new board will be created using your saved structure.

✅ Example Use Cases

🧠 Tips & Edge Cases

• Templates are saved in your company account, not personal settings
• You can create multiple templates for different workflows or departments
• Changing a template does not affect boards already created from it
• Pair templates with custom card designs for maximum flexibility