A template gives another Poppy user their own copy of your board. They open the template in view-only mode and click Use Template to copy it to their account. Your original board stays yours.
Find templates
On your home page, click Templates in the left sidebar.
Use the category cards at the top, the tabs All, Private, Team (only if you are in a team) and Poppy, or the Search box. Search matches name, description, tags and category, and the dropdown lets you filter by Creators.
Click a template to open it. It shows a Template Board - View Only banner.
Click Use Template. Poppy copies the board to your account and opens the copy.
Some templates are password protected. If you see This template is private, enter the password you were given and click Unlock.
Create a template from your board
Build the board exactly as you want others to receive it, then:
Click Share in the board header.
Click the Template tab.
Enter a Name and pick a Visibility:
Private: only you can see this template.
Team: visible to all team members (only shown if you are in a team).
Public: anyone with the link can view and use it.
Choose a category under Categories, add a Description and tags, and optionally paste a Loom, Wistia or Voomly walkthrough URL in Loom Video Url.
Click Create Template.
Poppy creates a separate template board. You keep working on your original board.
Share the template link
Open Share and the Template tab again.
Under Links, copy the Template Link and send it. A Referral Link is also shown there.
Public templates work for anyone with the link. Private templates are only for you; Team templates show under the Team tab on your teammates' Templates page.
Get listed on the Poppy Templates page
Listing in the public gallery (the Poppy tab) is separate from making a template public, and it is only available to approved template creators. If your account has that access, the Template tab shows a Listed in templates gallery switch. Set Visibility to Public, turn the switch on and click Save Changes. The Poppy team reviews the template before it appears. If you don't see the switch and want to be listed, contact support.
Update your template
Changes to your original board are not pushed to the template automatically.
Open Share, then the Template tab, then Settings.
If the board differs from the template you will see Your template has un-synced changes. Click Sync Template. When it matches, it reads Template Synchronized with the last synced time.
To change the name, visibility, category or description, edit the fields and click Save Changes.
To delete the template, click Remove Template and confirm with Yes, remove. Your original board is not affected.
Template, shared board or collaboration?
Template = someone gets their own copy to use independently. They see Template Board - View Only and click Use Template.
Shared board (public link) = anyone signed in can open it, and click Make a copy in the Public Board banner to get their own copy. See Board Collaboration.
Collaboration = several people work on the same board. See Board Collaboration.