Board templates

Thu, 10 Oct 2024 11:20:51 +0000

The Virto Kanban Board App supports creating boards from templates. Open the “List Setup” tab in the board settings (click the edit board icon next to the board name to access the settings) and scroll down to the “Templates” block.

Templates block

There are three options for using board templates:

Save the board as a template (save a KBOT file to your disc according to the chosen fields)
Export board settings (save a KBOJ file to your disc with the current board settings)
Import board settings (select a file from your disc to load previously saved settings)

To save the current board as a template, click “Save the board as a template.“ Select the fields you would like to export and pay close attention to those not included. If you check the “Include content” box, the board template will save the content and list fields and structure.

List setup on Virtosoftware Guides & Docs

Board templates