Templates and the board creator

You start a new engagement every few weeks, and each one needs the same skeleton: a kickoff, a scope check, a weekly status. Building that from nothing each time is slow and gets done differently by every manager. Templates keep a shape you like and apply it to a board in one step. The board creator is the screen that offers them the first time a board is empty.

Templates cover four things. Built-in templates are starting shapes that ship with Plankwork. Your own templates are saved from any group or thread you have built. Shared templates are the ones colleagues have published to the organisation. The setup wizard offers the same choices to a new person on first sign-in.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.