A template decides which stages and labels a new board starts with. You choose one in the Template dropdown of the Create a board form. After the board exists you can change its labels freely, and the template name stays as a badge in the board header.
The five templates
Editorial
For planning and publishing content.
- Stages: Ideas, Drafting, In Review, Scheduled, Published.
- Labels: Article, Video, Newsletter.
Tasks can be linked to WordPress posts, so this template pairs well with WordPress posts.
Client
For work that a client reviews and approves.
- Stages: Backlog, In Progress, In Review, Approved, Done.
- Labels: Feedback, Revision, Approved.
Sales
For a lead pipeline.
- Stages: Lead, Contacted, Proposal, Negotiation, Won, Lost.
- Labels: Hot, Warm, Cold.
Bugs
For triage and fixing issues.
- Stages: New, Triaged, In Progress, In QA, Resolved.
- Labels: Critical, Minor, Enhancement.
Blank
A minimal starting point.
- Stages: To Do, Doing, Done.
- Labels: High Priority, Low Priority.
How the stages are set up
Each stage gets a colour, which shows as a coloured edge on the stage header and as the bar colour in the Timeline view. The stages are created in the order listed above. If you set a Default WIP limit in KanbanWP > Settings, every stage created from a template starts with that limit. The default is 0, which means no limit. See WIP limits.
Choosing a default template
The Default board template setting in KanbanWP > Settings controls which template is the starting choice for new boards when none is specified. It is Blank unless you change it.
Changing stages later
Templates are only a starting point. Stages are stored per board, so changing one board never affects another. Duplicating a board copies its stages exactly, which is a handy way to make your own reusable template. See Archiving and duplicating.