What are board templates?
Viima's board templates are an extremely handy tool for organizations that are looking to innovate at scale.
A Viima board represents a single use case. This could be anything from a continuous process, a one-off idea campaign, or even a board for facilitating a workshop.
Our board templates mean that you can set up a new board with everything configured to your precise needs within seconds.
Technically speaking, a board template copies all of the settings from an existing board (either your own, or one predefined by Viima).
Why use board templates?
Viima board are extremely configurable, so when you're first getting started, you probably won't know how all of the intricacies therein work. Board templates help you get started, so that you can focus on making minor tweaks to match your precise needs, as opposed to setting everything up from scratch.
Also, when you want to innovate at scale, and thus expand your usage of Viima, you'll often run into a need to create multiple boards with the same settings.
Let's say you have a 100 teams across the organization and you'd like to empower all of them to do continuous improvement and incremental innovation within their own sphere of control. You can simply create the process once and then use that as the template for all of the other teams, saving you days of configuration work.
This is also very useful for workshops, campaigns, idea challenges and other events like hackathons that you might want to run the same basic setup multiple times, either over time, or with different participants.
As board templates copy all of the settings from the existing board to the new board, you'll only need to do a couple of minor tweaks (such as naming the board, maybe changing the board image, and inviting users) and you're good to go.
Here's a quick guide to show how this works.
How to create a board from a template
Prerequisites: To use this feature, you need to have rights to create boards in your organization. If you want to copy a board, you also need to be a board admin on the board that you'd like to use as a template.