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 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 working with Local Drive, the template file is saved with a file extension of ".JIBT".
When working with Jibility cloud, the template file is saved automatically and will appear on your home page ready for you to create a new roadmap with the template.
Opening and Editing a Template
For Local Drive, to open and edit your template files, you can click on the "Open my Jibility Roadmap or Template" tile 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.
For Jibility cloud, your template will appear on your home page. To open 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.
Creating a New Roadmap Using a Template
For Local Drive, If you have created a template file, then you can start a new roadmap using the template by selecting the "Create Jibility Roadmap from Template" tile on the home 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.
For Jibility cloud, selecting to create from a template on the home page will automatically start a new roadmap based on the template.