Once you have built a board that reflects how your organisation makes go/no-go decisions, save it as a template. Every future opportunity then starts from your agreed criteria, rather than from a blank canvas.
This is what makes the decision process repeatable — and comparable. Boards built from the same template can be read side by side, which is impossible when every opportunity is assessed differently.
Save a board as a template
Open the board you want to save.
Click the + icon in the top-right of the dashboard.
Click Save, then Save as Template.
Enter a name for the analysis template.
Choose what happens to each component's content (see below).
Click Publish Template.
The template is now available whenever you create a board.
Deciding what each component carries forward
Before publishing, you will see the template's components listed, and can choose one of three options for each. This is the step that determines whether the template is genuinely reusable.
Structure only | The component is carried forward empty, ready to be filled for the new opportunity. |
Keep content | The component is carried forward with its current content intact. |
Leave out | The component is excluded from the template entirely. |
Which to choose
Structure only for most components. You want the scorecard, the risk register and the criteria matrix — not last tender's answers in them.
Keep content only where the content genuinely applies to every tender the template will be used for. Your standing killer-question checklist, or a scoring framework whose criteria never change, are reasonable candidates. Anything that mentions a specific client or contract is not.
Leave out where a component was built for the particular tender in front of you and would only be noise on the next one.
The test is simple: would this content still be true and useful on a completely different tender? If not, use Structure only.
Use a template on a new board
Click + New Board.
Browse your templates.
Select the one you want.
The board is created with your saved structure in place.
Best practice
Build one template per submission type rather than one per bid — a PQQ needs a different board from a multi-lot framework.
Get the first board right before saving it. A template with the wrong criteria spreads that mistake across every future opportunity.
Default to Structure only, and justify each exception.
Revisit templates after a few decisions. The components nobody fills in are telling you something.
Related articles
BidBot in Bid Analysis — building the board you will save as a template.
Creating and managing opportunities — creating boards from templates.
Bid Analysis: Overview — the components available to you.
Making the Go/No-Go Decision — recording the decision the board supports.