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How to create a Template for your organization

This article will explain how you can create and use templates in your organization. We use templates to make course creation easier. If y...

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This article will explain how you can create and use templates in your organization. We use templates to make course creation easier. If you want your course creators to follow a similar structure, you can make them a template they can take copies of. Also, if you have courses with multiple cohorts, you can use templates to enforce updates on all copies instead of adding material to each one individually.

Please note: templates can only be created by organization admins, and are only usable (can be copied) by organization teachers. Regular users like learners cannot access the template repository at all.

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1. Click on My boards

Click on My boards

2. Open the board you want to save as Template

If you don't already have a ready board, go ahead and create the board normally.

Open the board you want to save as

3. Open board sharing menu

Make sure you have shared the board to an organization. Only boards that are shared to organization can be turned into templates.

Open board sharing menu

4. Click on Selected groups or users from your organization

Click on Selected groups or users from your organization

5. Choose the group you want to save the template to.

It's good idea to have a group like "Templates" in your organization to use as a sharing target. You can create the group from Admin panel. This is important to make sure that the template is only visible to users who should have access to it directly.

Choose the group you want to save the template to.

6. Click on PUBLISH BOARD

After this, publish your board.

Click on PUBLISH BOARD

7. Click on EDIT BOARD

After publishing. We need to save it as a template. Open edit board.

Click on EDIT BOARD

8. Click on Publish as board template

Click on Publish as board template

9. Click on SAVE

Click on SAVE

10. Click on TEMPLATE SHARING

Click on TEMPLATE SHARING

11. Choose who should have access to the template through repository. You can use same logic as with board sharing (individuals, groups, etc.).

Choose who should have access to the template through repository. You can use same logic as with board sharing (individuals, groups, etc.).

12. Click on PUBLISH BOARD

This will save your settings. Board is now visible in repository and you can create new copies based on that template.

Click on PUBLISH BOARD

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