---
url: https://flip-chart.ru/knowledge-base/en/templates.md
description: >-
  Don't start from a blank canvas: choose a ready-made template — SWOT Analysis,
  Roadmap, Kanban Board, Retrospective and others — and add it to a flip or
  create a new flip with it
---

# Flip templates

A template is a ready-made structure for a typical task: a retrospective, planning, analysis or a process diagram. It is added to a flip as a set of regular elements that you can change, extend and delete. You can add a template to an open flip or create a new flip with it right away

## How to add a template to a flip

1. On the toolbar, select “Templates”. If the tool is not on the toolbar, open “All tools”

   A window with the list of templates opens

   ![Template selection window](/images/kb/templates/1.png)

2. Choose a category on the left or find a template with “Search”

3. Hover over a template card and click “Use”

4. Click the flip where the template should appear

To take a closer look at a template first, click “Learn more” on its card

## How to start a new flip from a template

1. On the home page, in the “Quick start” block, click “Start from template”
2. Choose a template and click “Use” on its card

flip creates a new flip, opens it and places the template in the center of the screen. There is no “Learn more” button in this window — you can preview a template in the templates window on the flip itself

![The “Start from template” button on the home page](/images/kb/templates/2.png)

::: warning Plan limits
On the Mini plan, only 3 flips can be created in a team. If the limit is reached, you cannot start a new flip from a template — add the template to an existing flip or free up space by deleting flips you don't need. Learn more in the [Mini plan](/en/tariff-mini) article
:::

## How to preview a template before adding it

Click “Learn more” on a template card — a page with a large image, the name and the description opens

* The buttons next to the image zoom it in and out and open it in full screen
* “Use template” — choose this template and go on to place it on the flip
* “Back” — return to the list
* Below, the “Related categories” block shows other templates from the same category

![Template page with a description](/images/kb/templates/3.png)

## How to find a template

* The categories on the left side of the window keep only the templates on the selected topic in the list. “All templates” shows the full list. In a narrow window, the categories open with the menu button next to the search
* “Search” looks through the names and descriptions of the templates in the selected category. If nothing fits, the “Nothing found” message appears — try another query or select “All templates”

## A template in a frame or without one

The “Create template in a frame” checkbox at the top of the window defines how a template gets onto a flip:

* The checkbox is selected — the template is created inside a [frame](/en/frames). It is convenient to move it as a whole, show it in [presentation mode](/en/presentation-mode) and export it
* The checkbox is cleared — only the template elements are added to the flip, without a frame

The checkbox is selected by default. Your choice is remembered in your browser and applies to all the templates you add next

## Which templates are available

“Strategy and Planning”: “PI Planning”, “SWOT Analysis”, “Strategic Plan”, “Strategic Radar”, “Why? and How?”, “Pros or Cons”, “Roadmap”, “Calendar 2025”, “Calendar 2026”, “OKR”, “Kanban Board”

“Diagrams and Schemes”: “BPMN”, “Fishbone Diagram”, “Mindmap”, “Block Diagram”

“Meetings and Workshops”: “Calendar 2025”, “Calendar 2026”, “Meeting Notes”

“Brainstorm and Ideas”: “Fishbone Diagram”, “Table”, “5 Whys?”, “Wish List”

“Product and Research”: “Lean Canvas”, “Roadmap”, “JTBD”, “Personas”, “5 Whys?”, “Service Blueprint”

“Retrospective”: “Fishbone Diagram”, “5 Whys?”, “Team Profile”, “Retrospective”

A template can belong to several categories

## What to do with a template next

Once added, a template is no different from elements created by hand: change the text on [stickers](/en/stickers), recolor [shapes](/en/shapes-and-notations), draw more [arrows](/en/arrows-and-lines) and delete what you don't need. To learn how to invite teammates to work on a flip, read the [Sharing and access](/en/sharing-and-access) article