Using Workspace Templates (Wall)

Templates provide a starting point for customizing common workflows. They are made up of preset, structured workspace content that can be used and re-used dynamically. You can take advantage of these ready-made templates provided by Bluescape, and rearrange or add assets as needed.

You also can build custom templates in a workspace with shapes, notecards, text boxes, and other media to illustrate specific workflows. Templates can be made up of the following assets:

  • Shapes
  • Notecards
  • Textboxes
  • Documents
  • Images
  • Attached assets
  • Smart Grids
  • Videos

To access ready-made and custom templates on the Wall:

  1. Send a workspace in a Template-enabled Organization to the Wall.
    Note: To access any custom templates you have created, ensure the Login as me checkbox is selected when sending the workspace to the Wall. For more information, see Sending a Workspace to a Wall.
  2. Tap :add_content: add content in the toolbar.
  3. Tap the Templates icon.
  4. The Templates pop-over opens, displaying the default ready-made templates available (and any custom templates you have created, if you logged in to the Wall as described above). You can use the search bar to find a specific template by name, or the Filter and Sorting drop-down menus to narrow down the list further.
  5. Tap the template you want to use.
  6. The Create Template Canvas pop-up opens, allowing you to create a canvas to contain the template. You can customize the title of the canvas and the color of the border.
  7. When you are finished, tap Place.
  8. An adjustable frame of the template canvas displays at its recommended size. You have the option to resize the frame as needed.
  9. When you are finished, tap Place.
  10. The template displays in the canvas you created.

You can rearrange, edit, and add assets as needed to customize your workflow.

For an overview of what tools you can use to build templates, read Workspace Content Toolbar.

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