Importing Sample Templates
Once you have identified a status board or form from our raw template collection that matches your team’s requirements, the following guide will walk you through adding it to your account. Depending on whether it is a form or a status board, the process will be slightly different. For both processes, start by going to the Admin Area. To access the Admin Area, click the green⇅in the upper right corner of your Incident Management account.
If you do not see the arrows, you do not have the permission level necessary to access the Admin Area. Only Account Owners can access the Admin Area.

Adding a Form

To import a form into your account:
    Go to the Admin Area > Templates
    Select Forms and click on New form template
    Expand ➕ Advanced Options at the bottom of the page
    Remove all text from the raw template box, it must be empty
    You can now paste your code from one of our sample templates into the Raw template area
    Click Save
    The template will now be available for you to use in your channels

Adding a Status Board

To import a status board into your account:
    Go to the Admin Area > Templates
    Select Status Boards and click on New Status Board
    Expand ➕ Advanced Options at the bottom of the page
    Remove all text from the raw template box, it must be empty
    You can now paste your code from one of our sample templates into the Raw template area
    Click Save
    The template will now be available for you to use in your channels
Use the same steps for Task Board templates but select Task during the second step instead of Status Board.

Customization

After importing a status board or form, they are ready to be used in any of your channels. However, you may want to have it customized for your team first. Since it is a template, you are able to edit any of the forms and status board configurations as you see fit. Remember, these templates are meant to help inspire you. You can change them, or not change them, as much as you want. Since you have a copy of the raw template, you can return it to the original template at any time by copying and pasting the old code over the new.
Ideas for possible edits
    changing names and terminology
    adjusting colors and symbols
    linking fields using relationships
    adding additional fields you want to track

Sharing Your Own Templates

Do you have templates of your own that you want to share with the Bravo Zulu community? Contact [email protected] to learn more about how to share.
Last modified 20d ago