Template Basics
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      How do Stormboard templates work?

      You can choose one of our set templates, create your own, customize them, save them, and more!


      Stormboard has hundreds of templates to choose from that cover everything from Agile business processes to project management to personal planning! 

      When you create a Storm, you will be able to choose to use a basic, blank template or one of the set templates available in our template picker. You can always change your template if you decide you would like to try something different. 

      All of our templates — whether they are basic, or a set business process — can be customized to suit your needs. Your subscription level dictates how much you are able to customize — visit our Pricing Page for more information

      Note: The Startup and Business subscriptions come with a 30-day FREE trial. If you are currently on a Personal plan and would like to try out some of these features for free you can upgrade to the trial from our Pricing page. 

      Making Changes to a Template

      In order to make any changes to a template, you will need to click on the pencil icon in the top corner of the section that you would like to edit. 

      A menu will open that gives you options to edit, resize, make the section the default section, split the template in half either the top/bottom or left/right, merge the section with another section, or add a sub-section. 

      Changing or customizing a section

      These help articles give you step-by-step instructions on how to change and customize a template to suit your needs: 

      How do I resize a section of a template? 

      You can resize sections in your Storm to make them bigger or smaller. 

      How do I edit a template section? 

      Learn how to change the title, color, number, and description of your section. 

      How do I change the background color of my template? 

      On top of changing the header color of your template (see the link above), you can also change the background of each section to a different color. 

      How do I change the type of section that is in my template? 

      You can change each individual section of your template into a different type. There are five different types of sections that you can choose from. Custom processes can be accommodated by request as well.

      Stormboard section types, standard, magnetic, shapes, spreadsheet, matrix, and custom

      • Standard
        The default type that allows you to arrange your sticky notes as you wish.

      • Magnetic
        This is a grid board that automatically organizes and aligns your sticky notes for you. 

      • Spreadsheet
        Turns your section into a spreadsheet that you can customize by adding, deleting, and resizing rows and columns, and changing the row and column names. 

      • Matrix
        This section allows you to organize your ideas on a grid. 

      • Shape
        These sections allow you to add different visuals and diagrams to add sticky notes to.

      How do I add or split sections of a template? 

      To add another section to an existing template, you can split one of your sections in half and then resize it.

      How do I merge sections on a template? 

      While you can not delete sections, you can merge two sections together to make one section. 

      What is a Sub-Section? 

      Sub-Sections divide a section of a template allowing you to organize more complex ideas.

      Saving Your Customized Template

      Once you've made all of the changes that you want to each section, you can save the template you created (see image below) so that you can use it for a different meeting or project. 

      Save button for a custom template

      Follow the instructions in this article to learn how: 

      How can I create and save my own reusable template? 

      Enterprise and Branded Templates

      We can create Enterprise Template(s) for your team! Some of the things we can do include:

      • Adding logos.

      • Personalizing colors and themes to integrate into your company's existing look and feel.

      • Changing the background.

      • Creating a guide that gives step-by-step instructions on a specific business process.

      • Customize reporting to create actionable reports specific to your processes

      • Generate visual templates using your custom work flows and processes

      • and more! 

      Once we build the template it will be private and available only to those on your team. Note that to order and use a custom template you must have an active team subscription. 

      The template will also integrate with Stormboard Reports, outputting all of your data to Excel, Word, PowerPoint, PDF and more.

      Please contact us for more information on Enterprise and Branded Templates.

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