🏗️Create a board

Learn how to create a board from a template, start with a blank board, or clone an existing board.

Starting with a Template

Templates are a core part of our platform, and one of the reasons so many teams love us. You can jump right in and in just a few clicks be ready to run a great meeting without thinking about how to create the right structure for your aims.

How to access templates

From your dashboard you can use either the Meeting Types filter at the top of your screen to immediately browse templates filtered for these core meeting types.

Or, use the Templates link in the left-hand menu to access all templates. When you first arrive on the Templates page using the left-hand menu we default to show 'everything', type to search for a specific template or use the meeting type options to filter this view.

Using a template to create a board

Once you know what you want to use, just click on it and it will create a new board for you with that template, you can either open it in design mode, or go straight into an active meeting mode.

If all you needed was that single template you are now good to go 😄

Selecting a template for your board doesn't mean you are limited though, at any time you can enter Design Mode (read more here) and customize your board further. Want to add another template to a board? no problem, use the Toolbar and insert as many as you like.

Starting with a Blank Board

At the top of your dashboard view, on the right of the Meeting Type template browser you can access the Blank Board option

Select this option to immediately open a minty-fresh new Metro Retro board in Design Mode and go wild with your board design skills.

Changing a board name

By default all boards inherit their name from their template (or just say 'Blank Board' if that's what you used).

Rename your boards either in the board view by clicking the name in the top left.

or by using the 3-dot menu associated with the board in your dashboard view.

Cloning a board

You can make a clone of any board in your dashboard. Use the 3-dot menu to access the options and select 'clone'. This will allow you to name the cloned board and set its location.

• Cloning a board copies everything on the board.

• Boards can be cloned to folders or teams.

• If there was an active meeting on the board you cloned, you will become the Host on the new board.