---
title: "Creating and Using Custom Board Templates in Ontraccr"
url: "https://help.ontraccr.com/en/article/creating-and-using-custom-board-templates-in-ontraccr"
language: "en"
last_updated: "2025-05-27T10:18:21.287Z"
---

# 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.

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## **🎯 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

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## **🧩 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.

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## **🛠️ 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.

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## **📋 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.

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## **✅ Example Use Cases**

| Template Name | Use Case |
| --- | --- |
| “HR Onboarding Template” | Create a consistent board for hiring new employees |
| “Field Crew PO Tracker” | Standardize purchase request tracking for each region |
| “Job Closeout Checklist” | Track deliverables at the end of every project |
| “Equipment Inspection Flow” | Create a board for every new site or tool batch |

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## **🧠 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