Space Templates
In this article:
Overview
Plan your projects more effectively, starting with KanBo space templates. Create new spaces based on existing and proven ones. Space templates can be customized to meet the specific needs of a team or project, and obviously can save time and effort when creating spaces.
Allow project teams to leverage organizational knowledge. Transform spaces into reusable templates for future projects. Use templates like Event to create spaces that relate to event projects.
Example: Space templates such as Event can be used to create new spaces: Environmental Film Festival, Cleaning Up the World, and Sustainable Fashion Show.
Open templates as you would standard spaces. Prepare elements such as card statuses, custom fields, and, of course, cards.
Example: Space templates are marked with blue stripes.
Plan your projects effectively with KanBo space templates. Use existing templates to create new spaces tailored to team or project needs, saving time and effort. Each workspace has space templates listed in its dashboard.
To see the space templates that belong to the workspace:
- On the Sidebar, select
Workspaces & Spaces, and then select the desired workspace.
Creating space templates
There are two ways to create space templates:
- Create a space template from scratch – just like when creating a new space.
- Create a space template based on an existing space – make use of the space you have already created.
Editing space templates
You can edit existing space templates. However, any spaces created using the old version of the template will not be affected by the changes.
To edit a space template:
- On the Sidebar, select Workspaces & Spaces, and then select the desired workspace.
- In the Space templates section, select the space template to open it.
- Apply the changes (changes are automatically saved in real time).
Access to space templates is based on the same principles as access to spaces. Only space owners have full editing privileges.
Creating spaces based on space templates
Whenever you create a new space, you can choose to use a space template in one of the wizard’s steps. If the spaces you create are often based on the same scheme, consider setting the default space template.
Example: You can choose which template to use when creating a space.
If you have already created a space and wish to add a template to it, please refer to the instructions on how to apply a space template to an existing space.
FAQ
Can every user create space templates?
Only users with Adding Spaces and Templates roles assigned can create space templates. Go to KanBo Roles for more information.
Can I customize existing space template to fit my team's needs?
Yes, you can enter the space template and customize it like a standard space.
What kind of templates I can use in KanBo?
Besides space templates, you can also use card templates and document templates.
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