annika

Best steps to create a company master template

Discussion created by annika on Feb 5, 2018
Latest reply on Apr 27, 2018 by Bob Gill

Hello all,

I'm very new with Board.

I want to create a master design template for data view with my company CD.

What are the best steps? Has someone a checklist with the best order?

I created a mask with the company logo/design. Then I created a draft screen how I want my tables/charts to be designed. And a screen linked to the mask with buttons where someone whose interested can fade in the data selection.

But how can I get that mask and 2 screen drafts in all my capsules. The idea is that we create for each reporting recipient team their own capsule. Do I have to copy that three elements in each capsule I create? 

KR

Annika

Outcomes