How to use templates

Templates can give you a huge head start on building custom boards, or help you scale a finished product. Here's how...

You can access any template available to your account from the Templates section of your account navigation.

Every account has a set of standard templates (we add new templates periodically, subscribe to our newsletter to stay up to date)

Templates will be in an inactive state (greyed out) if the integration they require is not currently connected to the account

and an active state if they're available for use:

To use any active template, click through and follow the template directions.

Once built, you can navigate to the new board by selecting the provided links.

Creating your own templates

On Malartu you can turn any custom board into a template available to any underlying accounts you own or are connected to. This is especially helpful when you create a unique board to a client set and want to recreate that board across other accounts.

Once you have created your unique board, simply reach out to your Malartu customer success manager or email us at info@malartu.co and we will get that template published to your account asap.

 

Next Article: Editing boards