A template is a way to share a starting point for another Poppy user. When you share a template, the other user will have view only permissions and the ability to use the template on their account. This duplicates your template onto their account!
Poppy Templates
Need a starting point for a task? Head to our Poppy page and search for pre-made templates by the Poppy team and Poppy customers. Here you can search by name and category.
For a template to be published on this page, the poppy team reviews the template, and once approved it will be shown on our Templates page.
Creating Your Shareable Template
Build your template board exactly how you want others to receive it
Click the "Share" button at the top of your board
Click the Template option
Fill out your template information
The public option will post the template on our Templates page for all Poppy users to use! Your template needs to be approved by the Poppy team first. We will get a notification that we need to review your board!
Click "Create Template"
Updating Your Template
When you make changes to your template board go back to the share button and you will see the option to update your template!
Template vs. Collaboration
Templates = Someone gets their own copy to use independently
Collaboration = Multiple people work together on the same board
For working together on one board, see our Board Collaboration Guide.