By publishing a template or template package in Boardeaser, you can easily reuse and share agenda templates, reports, surveys, and user roles across your different organizations or with other users.
Requirements for publishing templates:
You need to have the Administrator role in the organization where the template was created.
Table of contents
- 1. What can be published?
- 2. Accessing the Template Library
- 3. Publish a template or template package
- 4. Manage and share published templates
- Related guides
1. What can be published?
You can choose to publish an individual template or bundle several items into a template package:
- Individual templates: Agenda templates, board evaluation templates, report templates, and custom user roles.
- Template packages: A combination of multiple templates, phrases, and user roles published and shared together.
Note: A template must be created in your organization before it can be published. See our guides on how to create an agenda template or create a report template.
2. Accessing the Template Library
Go to Tools > Template Library in the left menu and click the Publish Template tab.
3. Publish a template or template package
- Under the Publish Template tab, click:
- Publish: Next to the individual template you wish to publish.
- Publish package: At the top if you want to combine multiple templates, phrases, or roles.
- Enter a Title and Description, and select the creator (user or organization).
- Select your Visibility setting:
- Private: The template/package will be visible to you across all organizations linked to your user account.
- Hidden: The template/package is hidden and only visible to specific users you choose to share it with.
- Requires code: Generates a shareable code. Users must enter the code to import the template.
- (Template packages only): Select the specific templates, phrases, or user roles to include in the package.
- Click Publish.
4. Manage and share published templates
Once published, you can share the template directly with selected users:
- Click Add in the sharing window that appears after publishing.
- Enter the name and email address of the recipients and click Send.
All your published templates and packages are listed under the Published Templates tab. From here, you can share them again or unpublish them at any time.