Templates
Templates let you define structured forms that users fill out when opening a ticket. Instead of a single "Open Ticket" button, each board can offer multiple template buttons — so users pick the right form for their issue (e.g. "Bug Report", "Billing Help", "Feature Request").
How Templates Work
Create a template from the web dashboard under the Templates tab
Add fields — each field becomes a text input in a Discord modal (the pop-up form users see)
Link the template to one or more boards — the board embed shows a button for each linked template
Run
/refreshin the board's channel to update the embed with the new buttonsWhen a user clicks a template button, Discord shows a modal with the template's fields. Their responses are posted as the first message in the new ticket channel.
Creating a Template
From the dashboard, go to Templates → Create Template.
Name
Yes
100 characters
Button label shown on the board embed and the modal title
Description
No
500 characters
Internal note for your staff (not shown to users)
After creating a template, you'll be taken to the template editor where you can add fields and configure defaults.
Template Fields
Fields are the questions users answer when opening a ticket. Each field maps to a text input in a Discord modal.
Label
Yes
45 characters
The question or prompt shown to the user
Placeholder
No
100 characters
Hint text shown inside the empty field
Type
Yes
—
Short Text (single line) or Long Text (paragraph)
Required
Yes
—
Whether the user must fill this field
Min Length
No
0–4000
Minimum characters required
Max Length
No
1–4000
Maximum characters allowed
Limits:
Maximum 5 fields per template (Discord modal limit)
Text inputs can hold up to 4,000 characters each
Linking Templates to Boards
A template doesn't appear on any board until you explicitly link it.
From the template editor: Scroll to the "Linked Boards" section to see which boards use this template.
From the board detail page: Go to Boards, click a board, and use the Templates section to choose which templates appear as buttons.
After linking or unlinking templates, run /refresh board:<name> in the board's Discord channel to update the embed.
Enabling and Disabling Templates
Toggle a template's Enabled status from the template editor. Disabled templates don't appear as buttons on any board, even if still linked. This lets you temporarily hide a template without unlinking it.
Deleting a Template
You can delete a template from its editor page. Deletion is blocked in two cases:
Open tickets still reference the template — close them first
Sole template on a board — the board needs at least one linked template. Add another template to the board before deleting.
Plan Limits
The number of templates you can create depends on your plan:
Free
3
3
5
Pro
25
10
5
Enterprise
100
50
5
If you hit the template limit, you'll see an error message with instructions to upgrade.
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