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Status Shipped
Categories Whiteboards
Created by David Willequer
Created on Sep 28, 2022

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Add ability for users to create custom templates for whiteboards

This would allow a user to create custom whiteboard templates to support internal processes and meeting types. For example, one of our internal teams performs regular retrospectives and organizes the data in a specific format each meeting. Being able to have that team create their own whiteboard and then turn that whiteboard into a reusable template would speed up the time it takes them to prepare for their meeting.

  • ADMIN RESPONSE
    Sep 14, 2023

    Thanks for the idea!

    Workspace owners can now create a custom whiteboard template:

    1. From Workspace settings > Document templates

    2. From an existing whiteboard, select [...] > Save as template

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  • Pam Carpenter
    Reply
    |     Mar 9, 2023

    Agree! Our Use Case is being able to have consistent data modelling for salesforce EPC (Enterprise Product Catalog) which is integral part of our product development and system roadmap.

  • Rachel Fitton
    Reply
    |     Feb 8, 2023

    This would be a powerful addition to the template functionality already available. We would also heavily utilise this to streamline and standardise white boarding that we do widely across all teams enabling efficiency, for example assumption mapping.

  • +1