Importing Sample Templates

Once you have identified a status board or form from our raw template collection that matches your team’s requirements, the following guide will walk you through adding it to your account. Depending on whether it is a form or a status board, the process will be slightly different. For both processes, start by going to the Admin Area. To access the Admin Area, click the green⇅in the upper right corner of your Incident Management account. 
If you do not see the arrows, you do not have the permission level necessary to access the Admin Area. Only Account Owners can access the Admin Area.
Adding a Form 
To import a form into your account:
Go to the Admin Area > Templates
Select Forms and click on New form template
Expand ➕ Advanced Options at the bottom of the page
Remove all text from the raw template box, it must be empty
You can now paste your code from one of our sample templates into the Raw template area
Click Save
The template will now be available for you to use in your channels​
Adding a Status Board
To import a status board into your account:
Go to the Admin Area > Templates
Select Status Boards and click on New Status Board
Expand ➕ Advanced Options at the bottom of the page
Remove all text from the raw template box, it must be empty
You can now paste your code from one of our sample templates into the Raw template area
Click Save
The template will now be available for you to use in your channels
Use the same steps for Task Board templates but select Task during the second step instead of Status Board.
Customization
After importing a status board or form, they are ready to be used in any of your channels. However, you may want to have it customized for your team first. Since it is a template, you are able to edit any of the forms and status board configurations as you see fit. Remember, these templates are meant to help inspire you. You can change them, or not change them, as much as you want. Since you have a copy of the raw template, you can return it to the original template at any time by copying and pasting the old code over the new. 
Ideas for possible edits
changing names and terminology
adjusting colors and symbols
linking fields using relationships​
adding additional fields you want to track
Sharing Your Own Templates
Do you have templates of your own that you want to share with the Bravo Zulu community? Contact [email protected] to learn more about how to share. 

Incident Management - Previous

Sample Templates

Airline Templates

Last modified 11mo ago

Copy link

Outline

Adding a Form

Adding a Status Board

Customization

Sharing Your Own Templates