Termboard

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Working with Templates ​

Templates in Termboard provide a pre-configured starting point for specific types of diagrams. Instead of starting from scratch, a template sets up the necessary XFields (custom fields), Document Settings, and minimal Example Content to show you the intended structure.

Accessing Templates ​

You can find all available templates by navigating to: File > New from Template

This will open the Start from Template dialog where you can choose the structure that best fits your needs.

Available Templates ​

Termboard currently offers the following specialized templates:

User Story Map ​

Designed for agile product management and user story mapping.

  • Categories: Activity, Story
  • Pre-configured XFields:
    • Release: Dropdown to track which release a story belongs to.
    • Status: Track implementation progress.
  • Best for: Visualizing product backlogs and planning releases.

Conceptual Data Model ​

Designed for database design and information modeling.

  • Categories: Entity, Attribute
  • Pre-configured XFields:
    • Data Type: Specify the type of data for each attribute.
    • Primary Key: Boolean flag to identify unique keys.
  • Best for: Designing database schemas and conceptual information structures.

Mind Map ​

Designed for hierarchical brainstorming and idea organization.

  • Categories: Topics
  • Pre-configured XFields:
    • Priority: Dropdown (High/Medium/Low) that auto-colors nodes (Red/Orange/Green).
    • Status: Track the progress of an idea (Drafted, Researching, Complete).
  • Best for: Brainstorming sessions, organizing thoughts, and planning projects.

Process Flow ​

Designed for creating flowcharts and business processes.

  • Categories: Start, Activity, Decision, End
  • Pre-configured XFields:
    • Step Type: Automatically changes the shape (Diamond for decisions, Ellipse for start/end).
    • Owner: Define who is responsible for each step.
  • Best for: Mapping out workflows, user journeys, and decision trees.

Why use Templates? ​

  1. Speed: No need to manually create the same XFields every time.
  2. Consistency: Ensures all your story maps or data models use the same terminology and structure.
  3. Best Practices: Templates are designed with recommended settings (e.g., cardinality enabled for data models).

Customizing Templates ​

Once you load a template, it behaves like any other Termboard document. You can:

  • Add more XFields
  • Change the colors and shapes of existing categories
  • Modify document settings in the Settings sidebar

If you find yourself frequently customizing a template in the same way, remember that you can save your customized version as a JSON file and load it later to use as your own personal template.