How to create a Template from a Sprint
Save a copy of a sprint, with all its sessions, agendas and resources, as a personal template you can reuse from the Template library.
When a sprint works well, save it as a template so you can run the same format again. SolveNext Lab makes a template copy of the sprint and leaves the original sprint unchanged.
Before you start
You can create a template from sprints you own, sprints in your team workspaces, and sprints shared with you. The option is not shown for archived sprints.
Steps
- In the Instigator sidebar, click Sprints.
- Click the ... menu on the sprint's row and click Create template. You can also open the sprint and use the ... menu next to its name.
- Confirm with OK when asked "Are you sure?".
- The new template opens with the message "Sprint was successfully duplicated." Its name starts with "Template from".
- Click Edit sprint in the ... menu to give the template a clearer name and update its Challenge statement.
What is in the template
- Every session in the sprint, with its agenda items and resources.
- The sprint's challenge statement.
- The template is personal: only you see it, and it shows Me in the Created by column.
- The template is not linked to a project.
Use your template
- In the sidebar, click Template library and open the Sprints tab.
- Click the ... menu on the template's row and click Create sprint from template.
You can also choose Template under Make a sprint from in the Create sprint window.
Tips
- Changes you make to the template later do not affect sprints already created from it.
- Admins can make the template available to everyone. See How to create a Global Template.
