Creating a Template from an Existing Ruum

You can create a template from an existing Ruum at any time. This saves your canvas, task list, timeline, and Kanban board to your templates library.

How

You can create a template from an existing ruum in two ways: From your lobby and while using the ruum:

From your lobby

To create a template from an existing ruum from your lobby, click Options - Create Template from Ruum:

While using the ruum

To create a template from a ruum you are currently using, click Information, then click Options - Create Template from Ruum:

With both options, the ruum is now saved as a template and you are taken to the Edit Template Mode screen.

Publishing a Template

Once you're happy with the template content, you can then publish this to your ruum account and / or workspace. This makes the template available within your library, allowing you (and others who have access to the template) to create ruums from it.

To do this, click Publish:

By publishing this template, you will share it with all team members of the selected workspace. The workspace members will not be able to change the template, but only create new ruums.

Related Articles

Still looking for help? Try these articles:

Creating a Ruum Template

Editing an Existing Ruum or Section Template

Duplicating a Ruum or Section Template