Quickly Set Up Your Projects with Custom Templates in zipBoard

Setting up projects can be time-consuming, especially with unique workflows for each industry. Whether you're in construction, web design, learning design, or content development, setting up projects from scratch and adjusting phases, tags, and statuses manually slows down your project kick-off and reduces productivity.

❓What are the Custom Project Templates in zipBoard?

zipBoard’s Custom Templates streamline collaboration and enhance workflow by providing prebuilt templates for various industries. These templates are applied during the project creation phase, saving you time and ensuring your project is tailored to your industry needs.

Available templates:

• Construction Template
• Web Design Template
• Learning Design Template
• Content Development Template

With these templates, your project interface is automatically customized, so you don’t have to start from scratch. 🛠️

💡How It Helps Boost Team Efficiency

At zipBoard, we’re committed to helping you get started quickly.

• Streamlines project setup: Industry-specific templates save time by automatically applying relevant settings.
• Enhances collaboration: Get your team aligned and working faster without spending time on customization.
• Improves workflow: With prebuilt templates, project phases, tags, and statuses are set up to match your industry’s needs.
• Increases productivity: Spend more time executing tasks and less time on setup, speeding up project kick-off.

How Custom Project Templates Work in zipBoard

Here’s a quick guide to using the Custom Templates feature:

1. Create a New Project: When you initiate a new project, you’ll see a modal that prompts you to either select a template or create a project from scratch.

   

2. Choose Your Template: You’ll be asked to select one of the following templates based on your industry:
   • Construction
   • Web Design
   • Learning Design
   • Content Development

3. Apply the Template: Once you choose a template, the corresponding phases, tags, and statuses are automatically applied to your project. You can start collaborating with your team right away, without the need to adjust settings manually.

   

4. Preview the Template: Before starting your project, you can preview the template and get more details about the template setup by clicking on "Read More."
5. Customization: If you're a free trial user, some customization options, such as changing the status or type, will be limited unless you upgrade your plan.

Tailored Benefits for Your Industry

• Construction: Streamline project management with predefined phases like "Design Ideation" and "Permitting," plus project types like "Change Order" and "RFI."
• Web Design: Easily track projects with phases like "Wireframing" and "User Validation," and statuses like "Ready for Development."
• Learning Design: Efficiently create learning materials with phases like "Analysis & Planning" and "Testing," plus document types like "Curriculum Documents."
• Content Development: Simplify content management with phases like "Draft Development" and "Editing," and types like "White Papers" and "API Documentation."

No matter the industry, zipBoard’s templates ensure your project workflow is optimized from the start. 📈

Take the Next Step!

Ready to enhance your workflow and streamline collaboration? Try zipBoard’s Custom Project Templates now with a 14-Day Free Trial and explore how these templates can boost your team’s productivity. Or, if you want a more hands-on approach, Book a Demo today and see it in action! 💼