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Creating Your Own Templates

Create or Update a Template Toolbar

On top of the 100+ ready-made templates that HuddleIQ provides, you can create your own customized templates.

 

Take an existing ready-made template, modify it to your liking, or create a new template from scratch using powerful board tools such as the container.

 

Access your custom-made templates from the templates section of resources or when you create a new board. The “Private” section will list templates you elect not to share; otherwise, they, along with other members’ shared templates, will be found in the “Shared” section.

Templates Icon
Create a Template

When invoked, your board’s current content is used to create or update an existing template. Your template will remain private unless you select one or more of the sharing options.

 

Update an Existing Template
Choose an existing template to update. If not selected, a new template will be created.

 

Whole Board or Selected Objects
Choose to create the template from the whole board or only the objects selected on the board.

 

Upload
Add or change an image preview for the template.

 

Enter a Name
Enter or update the name of your template.

 

Enter a Description
Enter or update the description of your template.

 

Shared with the organization
Share this template with every member of your organization.

 

Shared with selected projects
Share this template with projects I select.

 

Shared with guests
Share this template with any guest.

Feature Scope

Applies To: Board Hosts, Board Facilitators, Board Editors

Plan Availability: Free*, Business, Education