Description templates help your team save time when creating new features, products, components, objectives, releases, companies, portal cards, insight notes... basically, any element with a description field.
Note: These templates are not related to product documents. If you need to templatize product documents, see Collaborate on documents within Productboard.
In this article:
How to create a new template
- Open an entity of the type you'd like to create a description template for.
- In the empty description field, click save time with a template.
- The template editor will open. Click Create new to begin writing a new template.
- Once the template is ready, click Create.
Selecting, editing, or deleting a template
When you click save time with a template in any empty description field to open the template editor, any templates you've already created for that element will appear in a list. (If you haven't created any templates, this window will be blank.)
From here you can:
- Click on a template to add it into the description field of your selected element.
- Hover on a template and click Edit to make changes to that template.
- Hover on a template and click Delete to permanently remove that template from the list.