Templates is an professional plan feature - this feature is not available on our standard individual plan.

In an organisation, you may work on multiple roadmaps, and specific settings and content may be standard across all your roadmaps.  For example, the company logo or the set of estimate ranges for one roadmap 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:

  1. document logo and footer;

  2. estimation ranges;

  3. action categories;

  4. organisation wide challenges;

  5. organisation wide objectives;

  6. organisation wide capabilities; and

  7. organisation wide initiatives.

The following is a description of how to work with Templates when using Jibility Cloud or Local Drive.

1) For Jibility Cloud

Creating a Jibility Template

To create a template, select the "Save as Template" menu item by clicking the tile menu (three vertical dots) as shown below.

Jibility will convert and save the new template into a new "My Templates" section, as illustrated below.

Editing a Template

To edit your template, select the vertical ellipsis in the bottom right corner of the tile. This will display a menu as shown below. Click on "Open" to open the template for editing.

After opening a template for editing, you can tell that you are editing a template when the document type "[Template]" is shown just under the title, as depicted below.

Creating a New Roadmap from a Template

To create a new roadmap based on a template, click on the "Create" button on the required template.

2) For Local Drive

The following instructions is for working with Local Drive which is a file based version of Jibility.

Creating a Jibility Template

To convert a Jibility roadmap file into a template, select the "Save As" tile, as shown below.

You are prompted to select the Jibility roadmap file to convert. This file must have the ".JSON" file extension.

After conversion to a template, Jibility will download the new template file to your default download folder. If you have configured your browser to prompt for a download folde, you can select the folder as required.

A Jibility, template file is saved with a ".JIBT" file extension.

Opening and Editing a Template

To open and edit your template file, you can click on the "Open my Jibility Roadmap or Template" tile.

Template files have a file extension of ".JIBT". When you open a template file, the word "[TEMPLATE]" will appear under the document title, as shown below.

NOTE, don't forget to click the "Save" button after making changes to your template.

Creating a New Roadmap from a Template

Select the "Create Jibility Roadmap from Template" tile to create a new roadmap from a template. 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.

Did this answer your question?