Templates
Use pre-built templates or create your own to standardize workflows and save time.
Overview
Templates let you quickly create new boards, projects, or workspaces with a predefined structure. Start from one of ProBeya’s built-in templates or save your own custom setups as reusable templates.
Using a Template
Create a New Board or Project
Click + New Board or + New Project in your workspace.
Browse Templates
In the creation dialog, click Start from Template to browse the template gallery.
Preview and Select
Click any template to see a preview of its structure — columns, groups, sample items, and views. Click Use Template to apply it.
Customize
The template structure is applied to your new board. Customize it freely — renaming, adding, or removing columns and groups as needed.
Built-In Templates
ProBeya includes templates for common workflows:
Project Management
Kanban board with Status, Priority, Assignee, Due Date, and Tags columns. Groups: Backlog, To Do, In Progress, Review, Done.
Bug Tracker
Table view with Severity, Reporter, Steps to Reproduce, Environment, and Resolution columns.
Sprint Planning
Board with Story Points, Sprint, Epic, and Acceptance Criteria columns. Groups for each sprint.
CRM Pipeline
Board view with Deal Value, Contact, Company, Stage, and Probability columns. Groups: Lead, Qualified, Proposal, Negotiation, Closed.
Content Calendar
Calendar view with Publish Date, Author, Channel, Content Type, and Status columns.
OKR Tracker
Table view with Objective, Key Result, Progress, Owner, and Quarter columns.
Event Planning
Timeline view with Start Date, End Date, Venue, Budget, and Responsible columns.
Employee Onboarding
Checklist-style board with Department, Mentor, Start Date, and Completion columns.
Creating Custom Templates
Save Board as Template
- Open the board you want to save as a template
- Click the three-dot menu in the board header
- Select Save as Template
- Choose what to include:
- Structure only — Columns, groups, and views (no items)
- Structure + sample data — Include a few example items
- Name your template and add a description
- Choose visibility: Personal (only you) or Organization (available to all members)
Save Project as Template
Projects can also be saved as templates, preserving multiple boards with their relationships.
Template Management
Go to Settings > Templates to manage your organization’s template library:
Create a “Template Library” workspace in your organization where you maintain golden templates. Team members can browse and copy from this workspace.
Template Variables
When creating a template, you can include placeholder variables that are filled in when the template is used:
{{project_name}}— Replaced with the new project name{{today}}— Replaced with the current date{{creator}}— Replaced with the user creating from the template
This is useful for templates with items that reference the project name or have relative dates.
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