Manage Templates tab

You can add images to use as backgrounds for Template Notes (aka Boards).  These Template Notes can be added to any Step of any Sprint Type and/or added as a Board in your Studio.  New Template Notes will be available in the ADD menu for the specified Step; new Boards will be available as an option when creating a new Board.

Accessible By:  Admins*
*with some limitations


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  1. Select Admin from the Avatar Menu
  2. Select the Manage Templates tab
  3. Select Template Library
  4. Name your template
  5. Describe your template
  6. Upload an image file from your device
  7. Click Upload
  8. You can view, edit and delete your saved templates


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  1. Select Admin from the Avatar Menu
  2. Select the Manage Templates tab
  3. Select Sprint Templates
  4. Select the Sprint Type you want to update
  5. Select the Step you want to update
  6. Select a template from your Template Library
  7. Create a sub-menu (optional)
  8. Click the Add Template to Sprint Step button
  9. Your template will appear in the list; from here, you can remove any custom templates and or hide any stock templates 


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  1. Select Admin from the Avatar Menu
  2. Select the Manage Templates tab
  3. Select Whiteboard Templates
  4. Select a template from your Template Library
  5. Create a Group (optional) to organize your Template Notes when creating Boards
  6. Click the Add Whiteboard Template button
  7. Once created, you can click the 🗑 Delete icon to remove the Template from that Sprint Type