Property management encompasses many different processes, and creating a process from scratch can be a daunting task. Fortunately, Aptly offers a Template Gallery that includes boards following the best practices of many common processes. Each Board Template comes with stages, card settings, Communication Templates, Forms, and automations already set up for you.
In this article, you will learn:
- How to install a Board Template.
- How to set up the Board Template.
- How to personalize your board.
How to Install a Board Template
You can install as many Board Templates as you want! They come free with your Aptly subscription.
- In the Boards Menu in the top left of the boards, click on + Add a Board.
- Select Create from Gallery.
- Locate and click on the board that you want to install. Then, click Install Template in the top right corner.
- Head back to your Boards Menu, and locate the board in the drop-down.
Set Up the Board
Each board template comes with related communication templates, forms, and automations. These need to be reviewed and set up to reflect your company information and procedures.
Communication Templates and Forms
Every Board Template includes Communication Templates and Forms, which are installed in your Communication Template Library. It is important to review all templates to ensure that they match the language used by your company and legal teams. Remember that templates are just templates; you can add or remove content as needed to suit your specific use case.
You will also need to direct these templates and forms to your newly installed board. Head to the Template Library and locate the folder for your Installed board. It’s labeled identically to your Board Template.
- Click on the folder for the installed board.
- Select one Communication Template by clicking on the icon. The bulk actions menu will appear at the top.
- Click on the checkbox ☑️ icon to select all Communication Templates and Forms in the Folder.
- Click on the Cards icon to assign all to a board.
- Choose the Board from the dropdown. A green banner will pop up to inform you if the action was successful.
Now all installed Communication Templates and Forms are pointing to the installed board.
The image below shows you how to bulk assign the Communication Templates and Forms to the Renter Leads board, however, the steps are the same for any Board Template.
Automations
The automations included with the board move the process from start to finish. There are a few automations that need additional set up from you. Since inboxes are relative to the process, you’ll need to select the inbox that you want to use for Email and SMS automations.
What to look for:
- Send From Inbox
- Select the inbox that you want to send the email from.
- Template
- Review the template that is being sent to the recipients.
- Send To > Contact Types
- Select the Contact Types relative to the board and your property management software.
How to Personalize a Template Gallery Board
There are a few ways that you can adjust a template board.
Change the Board Name
You can change the board’s name by selecting the board. Then, click on the Board’s title to change the name. The title will change to a text box and you can type your preferred title.
Change the Board Color and Icon
To change the Board’s Icon and Color, hover over the intended board in the Boards Menu so that the 3 horizontal dots appear. Click on the dots to view the More Menu. Then, click on Icon & Color.
Aptly Academy
With your Aptly subscription, you’ll also gain access to Aptly Academy. Not only do we have Aptly courses, we also have courses for some of our most popular Board Templates. You can enroll in Renter Leads, Accounts Receivable, or Lease Renewals. More will be added in the future!
Enroll today at https://aptly.thinkific.com/. Create a new account for free!