Creating an account/team retrospective template
Account or Team Retrospective Template
If you can't find exactly what you need in our template library, you can create a custom Retrospective Template that can be used by your team or by any team within the account.
Creating a Retrospective Template for the whole account
Only the Account Owner or Administrator can create or delete account-wide templates.
In your Account, go to the SETTINGS —> RETROSPECTIVES tab, and NEW RETROSPECTIVE TEMPLATE.
Choose a blank template or any existing one you wish to modify.
- You can now customize your template.
- Give your template a name that can be searched for by others. This will be the display name of the retrospective.
- Change the COLOR, ICON, TITLE, and DESCRIPTION for each topic. You can easily add more topics by clicking on the + icon, or remove them by clicking the DELETE icon.
If you want a background for your template, select from the set of BACKGROUND designs.
When you are done, CREATE TEMPLATE and your custom template will be saved. It will then be visible in the CUSTOM template library for all team admins.
- You will also be able to VIEW TEMPLATE, EDIT TEMPLATE, CREATE NEW LIKE THIS, or, DELETE TEMPLATE by using the drop down menu under SETTINGS —> RETROSPECTIVES on the account level.
Deleting a template does not delete the previous meetings that have used this template.
Creating a Retrospective Template for a single team.
This template will not be visible or searchable by members outside of the team.
Go to TEAMS and click on your team.
Navigate to SETTINGS —> RETROSPECTIVES —> NEW RETROSPECTIVE TEMPLATE.
Choose a blank template or any existing one you wish to modify.
- You can now customize your template.
- Give your template a name that can be searched for by others. This will be the display name of the retrospective.
- Change the COLOR, ICON, TITLE, and DESCRIPTION for each topic. You can easily add more topics by clicking on the + icon, or remove them by clicking the DELETE icon.
If you want a background for your template, select from the set of BACKGROUND designs.
- When you are done, CREATE TEMPLATE and your custom template will be saved. It will then be visible in the CUSTOM template library for your specific team to use.
If you have the permissions, you can also upgrade your team template and MOVE TO ACCOUNT TEMPLATES by using the drop down menu under SETTINGS —> RETROSPECTIVES on the team level. If you do not have the right permissions, you should speak to your account owner/s to do so for you.
