To create evaluations, the Evaluation add-on is required.
Create an evaluation template
To create a template click on "Tools" then "Board Evaluations" in the left menu. Then click on the "New evaluation" button.
If you have imported evaluation templates from before, these can be found here. To create a new board evaluation, click the "Create Evaluation" button.
Check the option that you want to save the evaluation as a template at the bottom left. Then click "Save" to continue.
Further reading how to create an evaluation template: Create an evaluation and report
Select the title of the template and continue by clicking "Save".
Publish evaluation template
To publish the evaluation template, click on "Tools" and "Template Library" in the left menu. Select the "Publish template" tab and then click the "Publish" button next to the template you want to publish and share between boards.
Select title and write a description of the evaluation template. Then choose who will be the creator, either you as a user or an organization. Choose the visibility the template should have, and check if a code is required to access the template.
Import saved evaluation template
To import an evaluation template to more organizations/companies, start by clicking "Tools" then "Template Library" in the left menu. Under the tab "Private/hidden template" you can see the published board evaluation. Save it as a template for the organization by clicking "Save".
If the evaluation was published with privacy level set to Public, the template is then located under "Public templates" instead.