Board templates
Creating a board means picking a template. The template decides what's pre-created — groups, columns, views — and it keeps shaping the board's behaviour afterward, not only at creation.
The three templates.
The three templates
Development
The default when you don't choose otherwise. Pre-creates a Size status column, the engineering-intelligence dashboard view, and a Roadmap view sized from your issues. No groups or extra columns are seeded — connect Jira, GitHub, Azure DevOps, or GitLab afterward to populate it.
Recruitment
A candidate pipeline. Pre-creates five stage groups — New / Sourced, Interviewing, Offer, Hired, Not moving forward — and five columns: Role (Text), Interview date (Date), Salary expectation (Number), Target start (Date), and Decision (Status, with Pending/Pass/Hold/Fail options). No Size column, dashboard, or roadmap.
Blank board
Rows and the status column, nothing else — no groups, no extra columns, no dashboard, no roadmap. Shape it however you like.
How the kind keeps shaping the board
A board's template choice becomes its permanent kind, and that kind gates behaviour well after creation — it isn't only a one-time seed. The clearest example: the Onboard control, which turns a candidate row into an org-tree employee, only appears in the item detail panel on recruitment boards. A development or blank board never shows it.
If it looks wrong
| Symptom | Cause | Fix |
|---|---|---|
| No Roadmap tab on a new board | The template you picked doesn't seed one (only Development does) | Create a standalone roadmap instead, or start from Development |
| Can't find the Onboard control | The board isn't a Recruitment-kind board | Onboarding only appears on boards created from the Recruitment template |
| Template's seeded columns are missing | Columns are seeded once, at creation, per template | Add matching columns by hand — templates don't retroactively apply |
Related
- Views: board, dashboard, roadmap — the dashboard/roadmap views a template can seed.
- Column types — the types the Recruitment template's columns use.
- Org trees — where a Recruitment board's Onboard control sends a candidate.
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