Custom sheets are used for reusable title blocks or typical sheet sets. They can be published for use on future projects.
Creating a custom sheet
To create a custom sheet:
While on a board, select 1 or more sheets
Click the
Create custom sheetbutton that appears in the middle of the toolbar (it looks like an open book)Enter the sheet name in the menu that appears and click
Createto save the custom sheet. Custom sheets are shown in theCustom sheetssection of the right sidebar when adding a sheet to a board.
Renaming a custom sheet
To rename a custom sheet:
Click the Sheet button in the toolbar to see the sheets right sidebar
Right click on the custom sheet you want to rename and select
Renamefrom the menuEdit the name as desired and press
Enterto save the new name. Alternatively you can pressEscapeto discard changes if you haven’t yet pressed Enter.
Publishing a custom sheet
Publishing a custom sheet will make it available to all users from your organization.
To publish a custom sheet:
Click the Sheet button in the toolbar to see the sheets right sidebar
Right click on the custom sheet you want to rename and select
Publishfrom the menu
Deleting a custom sheet
To delete a custom sheet:
Click the Sheet button in the toolbar to see the sheets right sidebar
Right click on the custom sheet you want to rename and select
Deletefrom the menu
IMPORTANT NOTE: Deleting a published custom sheet will remove it from all users in your organization. This action cannot be undone.