Introduction
By publishing a template/template package, it is possible to import it to other organisations that you are active in. You need administrator authorization to publish a template/template package.
Definition
Templates that are possible to publish are the following:
- Agenda Template
- Board evaluation template
- Report Template
The same principle applies to the various template types for publishing a template.
Template packages mean that you can combine several different templates in one package. Even phrases can be applied in a template package.
The template library
Click Tools > Template Library in the left menu to access the template library.
Publish template/template package
Go to the "Publish Template" tab. Here, you can see the organization's different templates, what type the template has and when they were created.
If the organization has no visible templates, they must be created first. Read more about how you:
Publish template
Click "Publish" next to the template(s) you wish to publish.
Type Title and Description and then select a user or organization as Creator. Mark the template's visibility and whether a code is required to access it. Finish by clicking the "Publish" button.
Public templates
The templates become visible to all users of Boardeaser in the public part of the template library.
Private templates
The templates will be visible to all organizations you are a part of.
Hidden templates
The templates will only be visible to the specific users with whom you choose to share them. You can share the templates after they are published.
Requires code
You can also create a shareable code for your template. The code is then sent via invitation to the template or shared manually for templates that do not require an invitation. Users need the code to access the template. You can find the code when you click the Share button under Published Templates.
In the next step, you have the option to share the template. Click the "Add" button, and you can enter the name and email of the person(s) you want to share the template with. Finish by clicking "Send".
Once the template is published, it is available under "Published Templates". From here, you can share the template or unpublish it.
Publish template packs
Click the "Publish Package" button.
Type Title and Description and then select the user or organization as Creator. Mark the template package's visibility and whether a code is required to access it. Then, choose which templates or phrases should be included in the template package. Finish by clicking the "Publish" button.
Public templates
The template package becomes visible to all users of Boardeaser in the public part of the template library.
Private templates
The template package will be visible to all organizations you are a part of.
Hidden templates
The template package will only be visible to the specific users with whom you share them. You can share the template packages after they are published.
Requires code
You can also create a shareable code for your template package. The code is then sent via invitation to the template package or shared manually for templates that do not require an invitation. Users need the code to access the template package. You can find the code when you click the Share button under Published Templates.
In the next step, you have the option to share the template. Click the "Add" button, and you can enter the name and email of the person(s) you want to share the template with. Finish by clicking "Send".
Once the template package is published, it is available under "Published Templates". You can share the template package and unpublish the template pack from here.
Further reading
Unpublish a template/template package