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Editing Templates

You can modify existing templates to better fit your team's workflow, then save the changes for future use.

B
Written by Bhumika
Updated this week

Steps

  1. Open a template by clicking "Use Template" from the Templates Library

  2. Make your desired changes - add shapes, update text, change colors, adjust layout

  3. Customize connectors, labels, and icons to match your project

  4. Click "Convert to Template" from the top toolbar to save your modified version

  5. Add a name, category, and description for easy identification

  6. Choose to save for personal use or share with your team

Notes

  • Editing a template creates a new board based on that template, the original template is not modified

  • To update the original template who created by you, open it from "Templates > created by you" and click "Edit"

  • Team-shared templates update automatically for all members when the source is revised

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