Locking elements when duplicating boards

@Stuart Rolland - To start, can you confirm that by “template” you are referring to a regular Miro board and not shared, Custom Templates?

Next, what happens if you were to complete the following test - note: you’ll need another team member to quickly help you out.

Here’s the test that I just completed (and all objects remained locked for me in the duplicated board):.

Test 

1. I created a board and as the board owner I added one sticky note with the text “Locked by Rob”
2. I locked the sticky note.
3. I left the board.
4. I then logged in as another team member (from another browser) and opened the board, added a sticky note with the text “Locked by other team member” - there were now two locked sticky notes on the board.
5. I (the other team member) left the board.
6. As this same “other non-board owner team member”, I Duplicated the board from the dashboard by right-clicking on the board and selecting “Duplicate (the ellipsis menu is another way to get to the Duplicate action.
7. As the same “other non-board owner team member”, I opened the duplicate, both sticky notes were still locked.

I also repeated the above steps except that in step #1 I used the Protected Lock feature that is only available to the board owner. My thought here was that perhaps during the duplication of the board--at which point the person duplicating the board becomes the board owner--the previously protected lock item may become completely unlocked, however, Miro covered this off and keep the sticky locked and now presented me with the optioned to disable the protected lock.

@Stuart Rolland - Technically, I am not aware of any differences between a “custom template” board and a “regular” board, other than some live/collaboration--I’m sure Miro has a better definition for these--features would not be available while creating a custom template, e.g., share settings, timer, voting.

A few benefits of creating a custom template:

• Only the owner can edit it
• A central place to store templates
• it does not appear in the list of team boards
• the template can be added to an existing board, unlike duplicating a regular board which creates a whole new board.

Most of the above benefits can be reproduced with other Miro functionality, e.g., the board/template owner could:

• set the board’s Team access to “No access”, so no one sees it.
• Organization/storage
  • create a “Templates (Personal)” project and set the project permissions so that no other team members can see it
  • create a “Templates (Shared)” project and set the project permissions so that all team members can see the project and have view access to the boards that are in it (this currently overrides the board’s “Team access” and let’s other team members see any boards that you add to a project with the team access enabled):

    

     

The only feature that can’t be easily replicated is that you can’t quickly add a custom template to a board that you’re on - you would have to go open the board and copy-paste the template onto your destination board.

Another benefit of using a regular board over a custom template is that you can invite other’s to the board, e.g., to edit it with you, comment on it, or just view it.