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Overview

Templates let you quickly create new boards, projects, or workspaces with a predefined structure. Start from one of Obeya Cloud’s built-in templates or save your own custom setups as reusable templates.

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Using a Template

1

Create a New Board or Project

Click + New Board or + New Project in your workspace.
2

Browse Templates

In the creation dialog, click Start from Template to browse the template gallery.
3

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.
4

Customize

The template structure is applied to your new board. Customize it freely — renaming, adding, or removing columns and groups as needed.

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Built-In Templates

Obeya Cloud 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.

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Creating Custom Templates

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Save Board as Template

  1. Open the board you want to save as a template
  2. Click the three-dot menu in the board header
  3. Select Save as Template
  4. Choose what to include:
    • Structure only — Columns, groups, and views (no items)
    • Structure + sample data — Include a few example items
  5. Name your template and add a description
  6. Choose visibility: Personal (only you) or Organization (available to all members)

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Save Project as Template

Projects can also be saved as templates, preserving multiple boards with their relationships.

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Template Management

Go to Settings > Templates to manage your organization’s template library:
Update the name, description, or preview image of any template. You cannot edit the template structure directly — create a new template instead.
Change a personal template to an organization template, or vice versa.
Remove templates you no longer need. Boards created from deleted templates are not affected.
Export templates as JSON files to share across organizations or import templates from files.
Create a “Template Library” workspace in your organization where you maintain golden templates. Team members can browse and copy from this workspace.

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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.