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Including sidebar notes in a template

  • September 1, 2020
  • 3 replies
  • 221 views

Hi,

 

I’ve created a workshop agenda ticklist in the notes sidebar of my board and I want to include it in the template I’m creating to share with my team. However when I go to ‘save board as template’ these notes aren’t included. 

Am I missing something? Any help is much appreciated!

I’ve got team member access but not admin access - the team in on  the ‘Teams’ plan.

Ta

 

Nick

Best answer by Kiron Bondale

@Nick Lockey -

A template can be imported as part of a board rather than having to be a full board - that is likely the rationale behind the Miro product team not including Notes when you save a template.

As a workaround, you can do what I’ve been doing - avoid the template approach and just provide folks with a backup (RTB file) of the original board to restore. When they do that, they’ll get the Notes content too.

Kiron

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Kiron Bondale
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  • Volunteer Community Moderator
  • 3040 replies
  • Answer
  • September 1, 2020

@Nick Lockey -

A template can be imported as part of a board rather than having to be a full board - that is likely the rationale behind the Miro product team not including Notes when you save a template.

As a workaround, you can do what I’ve been doing - avoid the template approach and just provide folks with a backup (RTB file) of the original board to restore. When they do that, they’ll get the Notes content too.

Kiron


  • Author
  • Beginner
  • 3 replies
  • September 1, 2020

Cheers Kiron, I’ll give that ago


mlanders
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  • Experienced Community Member
  • 743 replies
  • September 2, 2020

Hello @Nick Lockey ,

 

additional you can safe the sidbar-notes as PDF-File and add this file into your board and then safe it as template.


 


Michael


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