Managing property processes can feel overwhelming when you’re building from scratch. Aptly offers a Template Gallery ****of ready-made board templates. Each board template includes stages, card settings, communication templates, forms, and automations - all pre-built to follow property-management best practices.

This article shows you how to install one of these board templates and then configure it to suit your organization’s workflows.

Step 1: Install a Board Template

You can install any board template. We recommend starting with one or two to get familiar with how they work.

Here’s how:

1. In the Boards navigation menu (top-left), click + New Board.
2. Select Create from Gallery.
3. Browse and select the board template you want. Then, click "Install Template" in the top-right corner.
   • ⚠️ Only click Install Template once — Aptly starts installing the board immediately after you click.
   • Wait a few seconds until you see the green pop-up notification confirming the installation.
4. After installation, go back to the Boards menu and locate your new board in the drop-down.

Step 2: Set Up the Board

Once installed, your board comes bundled with communication templates, forms, and automations. These must be reviewed and configured to reflect your company’s specific information and workflows.

Communication Templates & Forms

Review your templates and forms. Edit them to ensure that they match your own company policies and branding.

If the board uses Forms, ensure that the correct form link is used in Communication Templates.

Automations

The automations included with the board handle most of the workflow from start to finish. However, you’ll need to adjust a few settings: