Method 1: Personal Templates (Duplicate Your Own Boards)
How to Duplicate Boards
Go to your Poppy home page (where you see all your boards)
Find the board you want to duplicate
Click the three vertical dots on the left side of that board name
Select "Duplicate Board"
This creates a fresh copy with all your content ready to go. Common use case: keeping a board with your business information, brand voice, or SOPs that you reuse as a starting point for new projects.
Method 2: Shareable Templates (For Other Poppy Users)
Getting Template Creation Permissions
Contact customer support through the chat in your Poppy account and request template creation permissions. We'll manually enable this feature for your account.
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
Uncheck the option "Listed in templates gallery" (unless you want it publicly posted on our templates page)
Click "Copy Link to Share"
Anyone with a Poppy account can use this link to copy your board and use it on their own. They get a complete copy of your board structure, groups, sources, and organization. Chat history does NOT get copied.
Updating Your Template
When you make changes to your template board:
Make your changes to the board
Click the "Share" button
Select the option to save changes to your template link
This updates the template for everyone who uses the link moving forward.
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.