Template Tips

Tips for how to access, use, and download our template files.

Below are instructions for how to access, use, and download various template file types.

Scroll down for instructions related to:

  • Mural
  • Google
  • Microsoft

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Mural

We build our visual templates out in Mural, a virtual whiteboard tool.

You do not need a Mural account to access the view-only links to the Mural templates.

However, in order to make a copy of our Mural templates (which we use heavily in our courses), you will need to create an account. Learn more about what's included in a free Mural account at Mural's site. You get 3 Murals with a free account.

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To make a copy of a Mural template:

  1. Open the Mural template file
  2. Click "Create Mural from Template" in the top right of the template file

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How to get a PDF of a Mural board

A Mural board can easily be saved as a PDF if you prefer to reference the template and build your own in a tool of your choice.

  1. Open your copy of the Mural template (see above)
  2. Where you see the title of the Mural board (top left), click the little arrow icon to the right of the Mural board name to access the dropdown menu.
  3. Select "Export" and choose PDF to save it as a PDF.

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Google (Docs, Sheets, Slides, Draw)

Many of our templates are built using Google's suite of office products: Google Docs, Google Sheets, Google Draw, and Google Slides. The benefit of using Google templates is that they are easy to access and collaborate with others.

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To get your own copy of one of our Google templates:

  1. Open the template file in the browser (e.g. the Google Doc)
  2. Go to "File --> Make a Copy" and choose where in your Google Drive you want to save it.

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To save a Google file as a different format:

  1. Open the template file
  2. Go to "File --> Download" and select your preferred format (e.g. Microsoft Office (docx) or PDF)

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Microsoft (Word, Excel, PowerPoint)

We provide Microsoft Office file formats for those who do not have access to Google Drive or do not prefer to use Google Drive.

The Word, Excel, and PowerPoint files are accessed through the link provided to you to download.

Alternatively, you can open the Google file and save as Microsoft Office format.

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What if I don't want to use Mural, Google, or Microsoft?

We provide our templates in a variety of formats, some of which are portable—meaning, if you open the Google Docs version, you can go to "File --> Download as..." and select the format you prefer to use.

Feel free to use the templates as an example and build them out in another tool of your choice.

We'd love to hear from you and learn what formats you prefer that we are not already offering.