Importing Sample Templates

Once you have identified a Status Board or Form from our raw template collection that matches your team’s requirements, the following guide will walk you through adding it to your account. Depending on whether it is a form or a status board, the process will be slightly different. 

🔑 ACCESS LEVEL: Account Owner

Adding a Form

To add a form into your account:

  1. Go to the Admin Area
  2. Expand Templates
  3. Select Forms
  4. Click on New form template
  5. Expand + Advanced Options at the bottom of the page
  6. Remove all text from the raw template box, it must be empty
  7. You can now paste your code from one of our sample templates into the Raw template area
  8. Click Save
  9. Select Ok to confirm change, or select Cancel to revert the change

The template will now be available for you to use in your Channels.

Adding a Status Board

ℹ️ NOTE: Use the same steps below for Task Board templates but select Task Board during the third step instead of status board.

To add a status board into your account:

  1. Go to the Admin Area
  2. Expand Templates
  3. Select Status Boards
  4. Click on New Status Board
  5. Expand + Advanced Options at the bottom of the page
  6. Remove all text from the raw template box, it must be empty
  7. You can now paste your code from one of our sample templates into the Raw template area
  8. Click Save
  9. Select Ok to confirm change, or select Cancel to revert the change

The template will now be available for you to use in your Channels.

Additional Customization

After importing a status board or form, they are ready to be used in any of your channels. However, you may want to have it customized for your team first. Since it is a template, you are able to edit any of the forms and status board configurations as you see fit. Remember, these templates are meant to help inspire you. You can change them, or not change them, as much as you want. Since you have a copy of the raw template, you can return it to the original template at any time by copying and pasting the old code over the new.

💡 TIPS: Ideas for possible edits:

  • Changing names and terminology
  • Adjusting colors and symbols
  • Linking fields using relationships
  • Adding additional fields you want to track
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