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To ease process standardization and work pace, Teamhood allows users to create several types of templates. Here is how to create workspace and work item templates for your team.
The main building block to standardize and reuse while working on Projects in Teamhood is the Board. As boards can be made quite detailed with many items, we offer the easiest way of keeping one or more boards as examples and then once in need, just cloning them and renaming them to new projects. This will get you the most power. See below for a preview of how to do that.
Workspace templates allow you to standardize and replicate your process easily. To do so for one of your workspaces, open the ‘Workspace settings’ and choose ‘Save as a Template’. After doing this, you will be able to choose your saved template when creating a new workspace.
Use this to recreate the process for similar projects or scale the process to other teams.
To help you work quicker and more efficiently, Teamhood allows you to create work item templates. By doing so, you will be able to pick from the predefined templates when creating any new items.
To create a new template, you will first need to create the template work item. Once you’ve added everything you wanted, open the work item details and choose ‘Save as Template’. Define the template name and you are all set.
You can use the work item templates when creating both – parent and child-level work items.
If you want to change the template name or delete any of the templates, open the Workspace settings and then choose ‘Item templates’.
An alternative option for item templates
You can keep exemplary items in the row which is called “Templates” and once in need simply clone them. This allows an easier way to maintain templates if they tend to change often.
Once you have created a few item templates, you can set them as a default for a specific board or row. To do so, open the quick action menu next to the board or row name (3 dots) and then select ‘Settings’.
Here you will see a dropdown menu that allows you to pick which template is used as a default for that board or row. You can later change this to a different template or choose not to use a template at all.