Templates is an enterprise plan feature - this feature is not available on our standard individual plan.
In an organisation, you may work on multiple roadmaps, and there are certain settings and content which are common across all your roadmaps. For example, the company logo or the set of estimate ranges for one roadmap which could be reused for another roadmap. You can apply these settings and content to each of your roadmaps manually, or you can create a template for your organisation, function or area so that each new roadmap created can be based on a predefined template.
Jibility templates are useful for organisations that have predefined settings and content that should be standardised. That is, when a user in the organisation chooses to create a new Jibility roadmap then the default settings are already predefined for that organisation.
With a Jibility template you can have predefined:
- document logo and footer;
- estimation ranges;
- action categories;
- organisation wide challenges;
- organisation wide objectives; and
- organisation wide capabilities.
Creating a Jibility Template
To create a template, you create a new roadmap or open an existing roadmap and then select "Convert to Template" function under the Settings menu.
Once your roadmap is converted into a template, the document type as shown under the roadmap name is changed to "[TEMPLATE]" as shown below.
When you save the template, the file will have a file extension of ".JIBT".
Opening and Editing a Template
To open and edit your template files, you can click on the "Open my existing Roadmap" button as per opening a general roadmap file.
Template files have a file extension of ".JIBT". When you open a template file, the word "[TEMPLATE]" will appear under the document title.
Creating a New Roadmap Using a Template
If you have created a template file, then you can start a new roadmap using the template by selecting the "Create Roadmap from Template" option on the main page.
After selecting the Create button, you will be prompted to select your template file (which has a file extension of ".JIBT"). Once selected, you will be prompted for your roadmap name as per normal when starting a roadmap.