Help Center Templates Customizing Templates
Templates 2 min intermediate

Customizing Templates

Templates are starting points — adapt zones, cards, and connectors to fit your actual project.

INTERACTIVE VISUAL GUIDE
Original ZoneCustomized!OldNew!

Step-by-Step Guide

1
After applying a template, all zones and cards are fully editable
2
Double-click cards to update titles, descriptions, assignees, and dates
3
Drag cards between zones to reorganize the layout
4
Add new cards or delete ones you don’t need

Pro Tips

Keep the zone structure but rename zones to match your team’s language
Use the AI to generate additional cards: "Add 5 more QA tasks"
Save your customized version as a note for future reference
Was this article helpful?
Previous
Browsing & Applying Templates
Next
Template Categories Guide

Related Articles

Vizually.AI

Ask us anything

Get a personalized answer — drop your details: