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Board Collection Templates

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Board Collection Templates enable you to save a template of your entire Board collection. Now you can easily re-create the entire set of Boards you use in your Board Collection. This functionality might be helpful for departments - you can share a template with your colleagues to see them how you can arrange projects and information in their area of work.

Create a Board Collection Template

1. Go to Board Collections on your KanBo Home.
Select three dots button near Site Collections.

2. Now choose Manage Board collections.

3. Now go to Board collection templates and choose Add.

4. The Board Collection template will be added as a new Board Collection.

Now you can arrange and add Boards to it. Follow this guide to learn how to do it.

Create a Board Collection using a template

1. Go to Board Collections on your KanBo Home, select the more button and then use Add new board collection.

2. Select a template you will use to create a Board Collection and a name for the Board Collection and click on Add

3. A Board collection will be created out of the template.

Manage settings of Board Collection Templates

1. To add or remove users from BCT, go to the Board Collections section. Click on the three dots button near Board Collections and select Manage Board Collections.

2. In Board Collections, go to Board Collection Templates and select a Template. Hover over it and click on three dots button (more).

Select Details.

3. In these settings (General), you can select Name, Description, and visibility of the Template.

Manage users of Board Collection Templates

There are 2 permission types in Board Collection Templates:

- Owners - these users have read and write rights on BCTs. They can arrange it accordingly to their needs, manage users, change the visibility of the BCT (private or public).

- Visitors - these users have only read rights on BCTs. They can view the Board Collection Templates and use them for copying them.

1. To add or remove users from BCT, go to the Manage Board Collections section.

2. In Board Collections, go to Board Collection Templates and select a Template. Hover over it and click on three dots button (more).

Select Details.

3. Go to Users and here you can add Owners and Visitors.

4. To remove users, select three dots button near the user.

5. Select remove.




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