Infinity comes with a wide range of templates that can help you set up your boards and folders with more ease, especially when you are a beginner. From simple tables to Sales CRM, there’s a template for everyone in our database, which you can later on tweak completely to your needs.
Here’s the list of categories that you can browse:
Each category holds a certain number of templates which you can choose from. When you click on a template, you can preview it and see whether it would work for you, or load it immediately into your board or folder.
If you don’t have an account with Infinity, you’ll only be able to preview our templates. If you do have an account, then you’ll be able to use a template when creating your new board.
There are a couple of ways for you to load a template in Infinity.
If you’re loading a template directly from our Templates page, this is what the process looks like:
If you’re loading a template from your workspace:
You can also load a template into a new folder of an existing board:
You can load as many templates as you want and need into your board this way.
Additionally, whenever you load a new template, you’ll be asked to decide what you want to do with demo data. You can keep it, delete it immediately, or delete it a bit later.
If you opt to keep it or delete it later, you can always head over to the Help section in the upper right corner of your board and click on Delete Demo Data.
Once your template is loaded, you can go on and reorganize it the way you see fit!