TL;DR
Access the template library from a new or existing Board to browse, search, preview, and use ready-made templates, helping you quickly create activities with preconfigured content and settings.
- Overview
- How to Access the Template Library
- How to Find the Right Template
- How to Use a Template
- Access Depending on User Type
- How to Customize and Launch an Activity
- What’s Next?
Overview
The template library provides ready-to-use templates to help you quickly create activities. You can browse, preview, and use templates based on your needs and activity type.
How to Access the Template Library
When creating a new board:
- Click +New in the sidebar 1.
- Select Board 2.
- Click the Template library to view all templates 3.
- Browse the templates from the Template library.
OR
- Click Template library 1 in the sidebar.
- Browse the templates from the Template library.
For an existing Board:
- Click the three-dot menu on the toolbar at the bottom of your board 1.
- Click Templates to view all templates 2.
- Browse the templates from the Template library.
How to Find the Right Template
-
Browse categories
- Recommended: A selection of templates recommended for you.
- Shared with me: Templates that have been shared with you.
- Created by me: Only the templates created by you.
- My favorites: Templates marked as favorites to access them quickly here.
-
Use cases: Public templates organized by use case.
-
Use search and filters
- Search 1: The search bar to find a template by keyword.
-
Filters 2: The Filters icon (only when the Template library is opened from your Klaxoon account in the sidebar) to filter results by activity type.
Note: Templates labeled Pro are only available to Pro users.
How to Use a Template
- Hover over a template.
- Choose one of the following actions:
- Use: Create an activity from the template.
-
Preview: View the template without creating an activity.
The behavior of Use depends on where you opened the library:
- From a Board: The template is inserted into the current Board.
- From your Klaxoon account or the New menu: A new activity is created from this template.
How Template Settings Work When Inserting a Template
When you insert a template into a Board, both the content and its associated settings are applied to the board. This helps the template work properly and creates a more consistent experience.
- Default/New boards: If your target Board is in its default state or is created from the template, the template’s settings are automatically applied along with its content.
-
Boards with existing settings: If a board already has custom settings, you'll be asked how you want to proceed:
- “Keep” your current Board settings, or
- “Replace” them with the template’s settings.
To apply a template with settings:
-
Click Use from the template library 1.
-
Select how you want to handle Board settings:
- Keep my current board settings 2.
- Use recommended template settings 3.
-
Click Insert template 4 to apply the template.
This gives you full control over how templates are applied, while preserving your existing setup when needed.
Access Depending on User Type
-
If you are a Free user
- You can see and preview all templates (Free and Pro).
- You can only use the templates included in your plan.
- For templates reserved for Pro users, the action button shows Upgrade to Pro instead of Use.
-
If you are a Pro user
- View, preview, and use all templates.
How to Customize and Launch an Activity
- Click Use on a template 1.
- In the pop-up window:
- Edit the activity title 2.
- Change the visual or cover image 3.
-
Click Create to create the activity 4.
What’s Next?