A template is a setup you did not have to build. Gript ships a large library of them, and anything you build yourself can become one, so the second time you run the same kind of project you start from where you finished last time.
1
Starting a board from a template
1
Open the Boards area and choose Browse templates
The gallery opens with a search box asking what you are working on. Type a word like onboarding, sprint, campaign or renovation and it filters as you type.
2
Or browse by category
Templates are grouped by the kind of work: IT and Engineering, Marketing, Sales and CRM, HR and People, Finance, Legal, Product, Design, Operations, Education, Healthcare, Real Estate, Construction, Events, Personal, Startup, Professional Services, Customer Success, Research and Development, Nonprofit, Creative and Media, and Food and Beverage.
3
Look at the preview, then use it
Each template shows the groups and columns it will create before you commit. Pick it and Gript builds a real board you can change however you like. Nothing stays linked to the template afterwards.
Some board templates come with a matching dashboard, built at the same time and already wired to that board columns. You get a working board and a working dashboard in one step.
2
Saving your own
The setup you already got right, kept.
1
Open the board More menu and choose Save as template
Do this once the board is arranged the way you want it.
2
Name it and describe what it is for
The description is what helps a colleague pick the right one later.
3
Give it a category
One of the standard ones, or type your own under Custom. It then appears in the gallery beside the built-in templates.
A group can be saved on its own too: right-click the group header and use its Save as template option, which is the right size when what you have perfected is one phase, not a whole project.
3
The other kinds of template
KindWhere it is
Board templatesThe gallery in the Boards area, or Save as template on a board or group.
Dashboard templatesTemplates in the dashboard toolbar. Over a hundred ready-made widget layouts, grouped by the kind of work, each showing what it needs (for example a Status column).
Notebook page templatesThe Templates button in a notebook. Includes Meeting notes, One-on-one, Weekly review, Project brief, Decision log, Retro and Runbook, plus richer ones with live embeds such as Project dashboard, Sprint planning, OKR page, Client page and Status report. Any page you write can be saved as a template too.
Recurring templatesNot a gallery: a task can be set to recreate itself on a schedule, which is a template in the other sense. See The Hub for the list of everything recurring.
4
Managing what is in the gallery
Templates your workspace saved sit alongside the built-in ones and can be renamed or removed from the gallery. Deleting a template never touches the boards that were created from it: once a board exists it is entirely its own.
If I change a template, do boards made from it change too?
No. A template is a starting point, not a link. Boards created from it are independent from the moment they exist.
Do templates bring tasks with them, or only the structure?
Built-in templates bring the structure plus example tasks so the board is not intimidating on day one. Delete the examples once you are going. A template you save from your own board keeps that board setup.
Can I share a template with just one team?
A saved template is available to your workspace. To hand a specific setup to specific people, share the board itself, or copy the group into their board.
I cannot find the template I saved.
Check the category you filed it under, or search for its name in the gallery. If you typed a custom category it will be listed under that name rather than one of the standard ones.
