Upwave templates can be very valuable for any team that has repetitive tasks or projects. In a nutshell, it lets you start a new board with pre-defined structure and content. If you are having regular meetings, running sprints, or are using Upwave for weekly/monthly planning and follow up, templates is just the thing you need.
Types of templates: Task board vs Strategy canvas
Simply put, a strategy canvas is used for ideas and brainstorming, while a task board is used for completing work items. We currently offer three strategy canvas templates; Business Model Canvas, Lean Canvas and SWOT.
Using a template
When you create a new board, you will get a list of templates to choose from. Click on "See more details" to find out more about a template or click "Use template" to get started.
You can also access templates from your dashboard by clicking on the Templates tab. To access your dashboard, click on the workspace-icon in the top left corner.
Creating and modifying a template
Creating your own template is very easy. Navigate to any board (or create a new), and when you are happy with it, click "Save as template" from the board options next to the board title. NB: requires a Business or Enterprise subscription.
If you want to make changes to that template, you can overwrite it by setting the same name in the "Save as template" dialogue. Choose "Replace" when asked. Renaming or deleting a template can be done from your dashboard -> Templates tab.
Clicking on a template will create a new board based on that template.
Who can create and modify templates?
To create your own templates you must be on a Business or Enterprise subscription. All templates are shared on the workspace, so any member can use them. Modifying or deleting a template requires that you are either an admin or that you yourself created the template in the first place.
Tips & tricks
Separate templates by using background images. For instance if you have several templates for areas such as meeting, development or planning, setting a different background image based on the "type" of template will make your team members recognize what that template/board is about by a glance.