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Building Templates

Course
Overall time: 
43
 min

Building Templates

Course

Organizing work in MURAL

Manage your virtual office space in MURAL.

Familiarize yourself with workspaces
Invite others to collaborate with you in your workspace
Organize work in your workspace

What are workspaces?

Your workspace is like your virtual office that holds all of your work in MURAL. When you sign up for MURAL, you can create a new workspace or join existing workspaces with your team. These workspaces contain work across different projects that are organized into rooms.

When you create a workspace, you’re the admin of that workspace and can adjust key settings and features for your organization.

Find and join existing workspaces 

When you sign up for MURAL, you can check out your company’s existing workspaces to see if your team is collaborating together. You can join some workspaces instantly, while some will send a request to your company’s admin for approval. Alternatively, you can also search for workspaces manually by clicking Find more at the bottom.

Workspace admins can set the visibility of the workspace by going into workspace settings. Here’s how it’s done: 

  1. Click the workspace name on the top left corner 
  2. Select Manage workspace name 
  3. Scroll down to Join Workspace permissions and select between automatically or by request 

Create a new workspace

When you sign up on MURAL, you can join an existing workspace or create a new one. All newly created workspaces have a 30-day free trial period. 

To create a new workspace: 

  1. Click on the workspace name in the top-left corner and select My Workspaces
  2. Select Create new workspace at the bottom of the list
  3. Give a name to the workspace and invite collaborators

How to invite others to your workspaces?

You can add collaborators to your entire workspace. Here’s how you can do that

  1. Directly from the dashboard 
  • On your dashboard, click the share button on the top right corner
  • Type in the email of the person you want to invite and click send
  1. Inviting via link
  • On your dashboard, click the share button on the top right corner
  • Select CREATE LINK and copy the link 
  • Send the link to anyone you want to invite
  1. Inviting via email 
  • On the top left corner, click your workspace and select invite people to workspace
  • Here you can enter an email or send bulk invites by importing a .csv file

You can also add a personalized message with the invite and click Send invitation(s)

Switching between workspaces

You can be a part of one or multiple workspaces at a moment. Switching between workspaces is easy. Here’s how you can do that: 

  1. See which workspace you are currently in by looking at the top left corner of your MURAL dashboard
  2. Click the arrow next to that workspace name to see all the workspaces where you belong
  3. Click the name of the workspace you want to switch to. You’ll land on the dashboard for this workspace.

Open rooms vs. private rooms

Just like in a real-life office building, there are common areas and private spaces. These are called rooms. There are open rooms and private rooms in a MURAL workspace. 

  • Open rooms: These are the rooms that are open for everyone to join and collaborate with the members in there. Open rooms are ideal for projects you want visible to anyone in your organization.
  • Private rooms: You need an invitation to access the private rooms. These are best for projects and work you want to keep private or to an exclusive team.

Here’s how you can check out your rooms:

  1. Within your workspace, go to the dashboard
  2. On the left-hand side of the dashboard, there is a list of private rooms that you can join. Click any of the rooms to join in. 
  3. Just below this are open rooms you can access when you click. Everyone can come in and collaborate.

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Hi, I'm Daniela, let's talk about workspaces. A workspace is the virtual space where all of your work within MURAL will happen. So in other words, it's just like your office building.

In a normal scenario, you would only have one office building that you would go to. And within that office building, there would be different rooms that you can access. Some of them would be open office spaces that you can just go grab a mug, sit down and start working.

Some other spaces would be private would be meeting rooms that you would need to have been invited to in order to be able to go and collaborate in MURAL. Those are called open rooms in private rooms. So, if I exit my mural on the top left, up here, and I go back to the dashboard, you will see that I am in the MURAL Magic workspace.

So this is my new office building. No need to commute, just one click away. I don't even have to wear shoes. And then within that workspace, I will have private rooms.

These are the ones I'm invited to. I will have open rooms that anybody can just come in and collaborate. So now that we don't have to make all that small talk in the kitchen, there's a lot more time to create wonderful innovations. So let's get to work.

Store project work in rooms

Keep all of your work related to a project together. Invite everyone to collaborate or keep content private.

Differentiate between different types of rooms
Create, rename and move rooms

What are rooms?

Rooms are an efficient way of organizing murals for different projects. If the workspace is your office, then rooms will hold all of the work for your team with related murals. A workspace can contain several rooms, and each room can contain several murals. You can access your rooms in your workspace from your dashboard.

Open and private rooms

There are two major types: open and private rooms. With open rooms, every member of that workspace can access them. However, they need to be exclusively invited to private rooms. Here are various ways to access murals in a workspace. How to create rooms in MURAL:

  1. On the left of your dashboard view, you can click all murals to display all murals in one view. 
  2. Create new open or private rooms by clicking in this space. 
  3. Assign names, a little description of what the room is for, and click create room
  4. Click the magnifying glass icon in the upper right-hand corner to search for a room or mural.

Rename and move rooms

You can rename and move rooms in MURAL. To rename a room:

  1. Click on the drop-down menu close to the room's current name
  2. Type in the new name and hit enter.

 To move the room:

  1. Click on the arrow beside the room's name
  2. Select the workspace where you want the room to belong. Select move room to complete the move.

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Hi, I'm Daniela, let's talk about rooms. Rooms are an efficient way to organize your murals for different projects. They're very much like the folders in which you used to save your files except for their better. 

A workspace can contain several different rooms and each room can contain several different murals. There are two different types of rooms. Open rooms are available to anybody who's a member of that workspace. 

In order to access private rooms, however, you need to have been explicitly invited to it. So let me show you what that looks like in real life. We're going to exit my mural up here on the left. And now you'll see that I am in the MURAL Magic workspace. 

Within this workspace, there are lots of rooms where it happens. There are private rooms and there are open rooms You can create new open rooms and new private rooms. So if I create a new open room like so, maybe for practice purposes, I will just assign it a name. And I will be ready to create a room. 

Remember, these are open to anybody in the workspace. So maybe you want to add a little description of what that room is for. You can create the room. And then it will be available to anybody who wants to join, just like this one, where we have 25 people that can access all these contents. 

If you go to a private room, however, you will see that there's only one member here and that's me. Yeah, I get to have my own room. And you need to be invited to be able to see these contents. In order to create a private room. The process is the same, you just go over to the plus sign and create a private room. So next time you're organizing your content, be mindful of where you store it.

Publish murals as templates

Scale your processes by adding a template to your organization’s library.

Determine two ways to publish your mural as a template
Manage templates in your workspace
Recall sharing murals with collaborators

Publish a mural as a template in your workspace from the drop-down menu

  1. Enter the mural you’d like to publish as a template
  2. Open the dropdown menu to the right of the mural name or next to the pink share button.
  3. Click the “Publish as template” option.

 Publish a mural as a template in your workspace from the export button

  • Enter the mural you’d like to publish as a template
  • Open the dropdown menu to the right of the mural name or next to the pink share button.
  • Click the “Publish as template” option.

Give your template a name

Add a name that describes the process or methodology for your template. MURAL will automatically add the term “template” to the name to differentiate it from a mural.

Then, add a description to the template with keywords that will help your workspace members find the template in the workspace.

When you’re ready to publish, select Publish Template. MURAL will automatically publish the template to your library and give you the option to go to the template so you can share it with others.

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Hi, I'm Stefan Viragh. I'm here to tell you how to polish a mural as a template. This mural here that we're looking at is a feedback mural that I've created. 

The purpose of this mural is to provide a space for one on one feedback between direct reports, your manager, other colleagues that you wish to get feedback from frequently. A couple of things to know before we go ahead and publish this mural as a template. Some of the questions that we want to ask ourselves are is the purpose of this mural and template clearly stated somewhere in the mural, and you can see here in the top left hand corner, I have an area for the purpose so it's clear to the to the user of this template, what the purpose of it is. 

Are there instructions? Is easy to follow. And here you have outlined instructions. And below that you can see a natural flow of how this template is supposed to be used. And it's clear now, especially with four different areas with four different months, when I'm going to be providing this feedback, or when I'm going to be using this template, and in the order that actually be populating this template, so I'm going to go ahead, now that I know that one, this mural looks well organized, it's easy to follow. 

It has a purpose, it has instructions, and it's an it's clean. I believe we believe by based on that criteria, that you can now publish this mural as a template. As a reminder, the intention of a template is for it to be very general that can be applicable to anyone who might use it and wish then they would make a copy of this test. 

Input and turn it into their own, putting their own branding on it and their own information into here to make it more relevant for them. So you as the user who wishes to publish this mural as a template, I'm going to go ahead and just edit the name of my mural that everyone knows that is not a work in progress anymore. And under the drop down menu, I'm now going to see an option to publish as neurons a template. 

I've given the green light all around but I'm now ready to publish this. From here. I'm gonna go ahead and provide an official name for this template, monthly feedback and a description. Use this when providing feedback and more specifically, one on one feedback. 

This is important so that as other users are exploiting the template library. It's easy to them for them to be able to see what the description of the template is. Often times template, creators copy and paste the purpose of their template they've left in the mural and put that in this space here that you see under the template description. 

Once you're happy with the name in the description, go ahead and publish this mural as a template. And you'll be given two options now. One, a confirmation message that you've published this mural successfully as a template. And now you have an option of going to view the template or choose nothing's going to the template itself will allow you to view what others see when they preview this template, and you as the template owner and the publisher can make any edits to the template that was just published. which you can see here momentarily. 

Here in the right-hand corner, edit template. So that was publish them URL as a template. And as a bonus, how to edit your recently published template.

Search your workspace and rooms

When you have many murals to scroll through, you can find a specific mural quickly with search.

Decide how to search for murals
Establish filtering murals by keyword
Establish filtering murals by color

Search for murals

Don’t have the time to find murals by scrolling? The search option comes in handy. Here is a fancy way to search for murals in your workspace.

  1. Click the search option at the top right-hand corner of your dashboard. You can use this option when you know the name of the mural you’re looking for. 
  2. Double click on what you want, and you’ll be directed to the mural itself.

Find murals within murals

You can look for something specific inside the mural quickly. The find feature is at the top right-hand corner next to a question mark. 

  • Click the find feature
  • Filter the mural for something specific using keywords. 
  • Zoom in to the places that are highlighted to find what you’re looking for.

Filter by color

Here is a fancy way to search on MURAL

  1. Just below the keyword search option is a color panel. 
  2. Click on any color to filter using this option.

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Hi, I'm Stefan. I'm here to show you how to search for murals at the workspace level at the room level and search for things within a mural itself. So right now, we're right now looking at all the URLs inside of the workspace, and there's plenty of murals to scroll through and look for. However, there's also a faster way to do it. 

So, we have a search option in the top right hand corner, where you can now buy a keyword of murals. If you happen to know the name of the material that you're looking for. You just can't find it when you're scrolling through or don't have the time to scroll through and find it. 

I can simply just use the keyword here and find the mural in the mix of all the murals that are in this workspace. So I'm going to see the top hit based on the keyword I've entered and I actually found what I was looking for, so I'm going to double click. It can be directed to the mural itself. Now that I found it. 

Now that I'm inside of the mural, I'd like to look for something specific inside of this mural. So, I can see here, there's a lot going on inside of here. So it'd be really helpful if I can find something pretty quickly, because I really don't have a lot of time to search around this mural. In the top right hand corner, next to the question mark. 

There's this fine feature, allowing you to filter the this mural for something specific, usually by keyword. So I recall on the team stand up that my colleague and Jim said something really interesting. So I'm actually going to just filter for Jim's sticky notes. So I can see here by the keyword that I've entered, I can now see all all areas and sticky notes that have this keyword in it and they're highlighted here on the mural. 

So I can zoom in now, see where this space is that I wanted to look at. And then now closely read what are on these sticky notes that Jim left to jog my memory and recall what ideas that he had. You can also filter by a specific color inside of inside of this mural as well. So if you're not just searching by keyword, and did some color coordination, you can also filter by color. Hopefully that was helpful.

Embed murals and templates

Share a clickable thumbnail of your mural or template to web pages for easy reference.

Embed a mural

Sometimes, you need to take your murals outside of the app and make it easy for collaborators to view the work. Embedding murals makes this convenient and easy. To embed a mural,

  1. Click the share button at the top-right corner
  2. Switch the default share mode from edit to embed
  3. Copy and paste the embed code

Embed a template

You can share a clickable thumbnail of your mural using the HTML code we provide for each mural and template. At the top of your mural is the export drop-down menu, which you will need to embed any mural.

  1. Click the embed icon next to SHARE in the top toolbar .The drop-down menu opens. 
  2. Select Embed from the list. This opens pop-up with options to share your mural or template. 

In the window, you will see the HTML code to embed your mural or template. on the right, the content you need to embed a mural. You will also see a preview of the mural or template.

  1. Click into the box that contains the code-click to copy this information
  2. Paste the code into your website

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Hi there, Lindsay here and I'm going to show you how to embed a mural. Now to embed a mural, navigate up to the export drop down, click on that, and then click on embed. The share pop up box will come up and you'll see the content for that you need to embed the mural. If you click it will select it all. And then you can copy or right click and copy to then paste into either another document or a different site in which you want to embed the mural things and again, this is how to embed a mural.

Edit published templates

Make changes to your published templates.

Edit published templates

Edit your template design

By design, templates are meant to be master copies of your mural. However, you—and only you—can edit your published template in your workspace if needed. If you published the template, you will see an option to edit your template when you preview it in MURAL. Here’s how:

  1. On the template preview, click Edit template button in the top right corner of the template
  2. Make changes to the mural
  3. When ready, click the save changes in the top right corner of the mural. This updates the template in your library

Changing templates submitted to the Global Library

When you submit a template to the MURAL global template library, our team can help you make updates and changes to your template. Request changes to your global template.

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(upbeat music)

Hello. This is Emilia here. So, do you remember the templates can't be edited? There are no elements in the menu here on the left, and if you try to click on the different elements. You can't. You can't move them. You can't do anything with them. So the reason why you can't edit template is basically to ensure that you have a master version of the template that the author and the person who published the template can control what's in it. You can, however, edit the template. If you create a mural from it, then you're basically editing the mural, and you can publish that as a template again. But if you want to keep the link to your template unchanged, you can add it the template itself by clicking on the template bottom here in the upper right. So, now I am in edit mode of the template. And as you can see, I have access again to the many here on the left side. So, maybe I want to add a little bit more music icons to make it a little bit more cheerful, so I'll copy one of this notes about it into the mural, make it white. It's good enough. So now that I'm done with my editing, I'm going to go ahead and save the changes. And now this change has been applied to the template itself. So that's how you can update your template without having to share a new link.

Boost user experience in templates

Help participants navigate through sections and activities.

Optimize your template for improved user experience
Streamline the navigation for participants and facilitators

Why consider user experience?

Your template will be the home for a visually collaborative experience. Consider how you want participants to move through that digital space. Depending upon the activities in your template, you can incorporate simple design elements that make your template into a visual journey.

Readability from any level

When viewing your mural, participants will enter and scan the space to understand the activities and experience. You can arrange elements in the mural to show the order of importance while they review the content. This is a design principle called visual hierarchy, and you can use these key principles to make your activities easy to follow while completely zoomed out or focused on the details.

Create a legend

This Service Blueprint Template uses color coding to organize information. The MURAL creator included a key in this template for any participant to follow and use during a meeting. If you follow this practice, include a legend to demonstrate the meaning for each element.

Show a visual flow

We recommend ordering activities left to right as the group progresses through activities like we see in the Weekly Team Retrospective. However, we’ve seen incredible templates organized top to bottom, like this Design Sprint Room. You can even use a target approach like this Challenge Wheel template.

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(upbeat music)

- Hi, Emilia here. Let's look at some good and some bad examples of template design and get your creative juices flowing. This is an Ideation template that was probably designed about four or five years ago or something. So this template definitely has a couple of years on its neck already. And some things that we learned since designing these templates is that, it's usually good to make the numbers and the titles larger so that you're able to see them and navigate when you're fully zoomed out. 

Because when I look at this template now, when I'm zoomed out then I can see the whole template at the same time. It's very hard to see what the numbers are without zooming in. So it's really difficult for me from just looking at this template, understanding what order I should complete the activities. And also since the activities are placed kind of in the square with apparently, this is step one. And then here we have step two, then up here step three and step four, by moving in this kind of irregular way where we first go start up here and then we go down and then we go up and then we go down again, instead of doing this, it's usually better to move in one direction continuously. So rather moving from the left to the right or up or down or from the inside and out then changing direction too much. So an example of how this might be done in a better way. 

Another template that completes pretty much the same job as the Ideation template is the Lightning Decision Jam template. There are still some steps where we go, we start in the top and then go down and then we go up again but it's much easier to follow the order since we have these huge, clear, number of boxes before each of the activities, so this is to see in which order we should complete the steps. And they're even some arrows and things that kind of pointing us in different directions. 

So that really helps navigate around the canvas. So making the numbers and titles really large and easy to read really makes a big difference when it comes to navigating a template. So another example of a template that has done a better job is the Project Planning template. So here we have really large titles that are instituted when zoomed out. They're also making a great use of icons to illustrate the purpose of the different sections. 

There are also some sticky notes here in different colors which makes it look much more fun and engaging. And it really kind of gives you this urge of starting to add text into the sticky notes and complete the activity. And they're also nice frames around each of the sections, so that it's easy for people to understand where they're expected to have the right ideas and kind of gives you an idea of how much content you're expected to add here as well. So, this is a very nice template that I really recommend trying out. 

With good UX in a template, even the most complex methods can become easy to use. So in this example, we're looking at the Service Blueprint template. So this is the template that you can use to map your user's experience next to the customer's experience, to identify opportunities to improve the experience for both. So in this example, you can see how on the left side here we have a legend written, find out what each of the sticky note colors are for. And in the actual blueprint over here, you can actually find examples of what, complete examples of these different items look like. So for touchpoints here, for example we have the blue sticky note representing the touch points and then you can actually find here in the template a couple of examples of what this look template, what these touchpoints could be. We also said that we have things such as arrows. We have tips indicating how to use the different sections of the mural. We have different tips and hints sections that you can delete later. 

So, think through how to use these different elements to make it easier for the practitioners to use your template. Think about how to use the color to guide your participants. Think about how to include examples that show what good looks like, but the good example of an answer would be look for this activity. And also use arrows and lines that help guide your participants through the canvas.

Order activities to meet outcomes

Help others understand what goals can they achieve.

Define an approach for building a template with a clear flow
Order methods in a template to get a team to a desired result

Building templates with purpose

Teams use MURAL to work through challenges together. Your template could have exactly what a MURAL member needs to solve challenges and innovate. Before you begin to build your template, make sure you’ve defined why your template exists.

Ask these key questions to set up for success:

  • What challenge does the template help you and others overcome? 
  • What's the intent? 
  • Who's the typical user or audience for this process?

Describe your template

Once you identify the purpose, summarize it with a short description that introduces your template to that audience. In this summary, ask yourself: why should someone care to use this method? What’s the benefit this template provides to the audience?

This description will belong at the top left of your template to inform the audience when they preview your template in the library.

Need inspiration? 

Here are a few examples to spark your inspiration:

Work Life Impact Play Template by Atlassian

The Work Life Impact "Play" is a workshop created by Atlassian as a way to build empathy and identify the right support for your team through changing work experiences.

The Lean Procurement Canvas

Use the Lean Procurement Canvas to source a new partner/service/product, set up a new agile product development team, assess an existing partnership, and manage your partnership.

Rapid Mind Mapping

Rapidly map your ideas, observations or projects and uncover new perspectives and connections.

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(upbeat music)

When designing a template, I usually start with a desired outcome and then work backwards to see what steps I need to take in order to achieve my desired outcome. For example, if I want to know what to do next in a project, I might start with identifying what are the challenges servants are facing right now? What is preventing us from moving forward? 

Then generates, a couple of ideas for solutions on how we might overcome those challenges. We can prioritize those ideas to define which one would have the biggest impact and with the least effort. And then we should end up with a list of action items that will help us achieve our goal. So, start thinking about what the desired outcome should be over your template. 

Think about what the goals you want to deliver but also think about the specific artifacts. What is the actual content you would like to have at the end of completing the activities? Each template is designed to help you achieve a different intention or different outcome. Let's look at a couple of them and discuss what those might be. 

The Get to the Bottom of the Stack Template is created to help you generate a large quantity of ideas in a short amount of time. And the outcome you would have after finishing this template would be the ideas that you came up with. The Blueprint Template is created to help you understand your customer's experience with your service or product and help you identify where the pinpoints are so that you can improve and come up with some ideas for actionable solutions. 

The outcome of the Project Planning Template is to help your team align on what the goal of your project is, how you would measure success, who will participate and what the costs are. The goal of the Product Planning Template is to help your team align on what the project goals should be, how you will measure success, who will participate, cost and other key items that you need to consider when planning for a project.

Define outcomes for your template

Help others understand what goals can they achieve.

Define an approach for building a template with a clear flow
Order methods in a template to get a team to a desired result

Building templates with purpose

Teams use MURAL to work through challenges together. Your template could have exactly what a MURAL member needs to solve challenges and innovate. Before you begin to build your template, make sure you’ve defined why your template exists.

Ask these key questions to set up for success:

  • What challenge does the template help you and others overcome? 
  • What's the intent? 
  • Who's the typical user or audience for this process?

Describe your template

Once you identify the purpose, summarize it with a short description that introduces your template to that audience. In this summary, ask yourself: why should someone care to use this method? What’s the benefit this template provides to the audience?

This description will belong at the top left of your template to inform the audience when they preview your template in the library.

Need inspiration? 

Here are a few examples to spark your inspiration:

Work Life Impact Play Template by Atlassian

The Work Life Impact "Play" is a workshop created by Atlassian as a way to build empathy and identify the right support for your team through changing work experiences.

The Lean Procurement Canvas

Use the Lean Procurement Canvas to source a new partner/service/product, set up a new agile product development team, assess an existing partnership, and manage your partnership.

Rapid Mind Mapping

Rapidly map your ideas, observations or projects and uncover new perspectives and connections.

Was this lessons helpful? Let us know!

Thanks for the feedback! This will help us improve our content.
If you still need help or guidance please contact the support team
Oops! Something went wrong while submitting the form.

(upbeat music)

When designing a template, I usually start with a desired outcome and then work backwards to see what steps I need to take in order to achieve my desired outcome. For example, if I want to know what to do next in a project, I might start with identifying what are the challenges servants are facing right now? What is preventing us from moving forward? 

Then generates, a couple of ideas for solutions on how we might overcome those challenges. We can prioritize those ideas to define which one would have the biggest impact and with the least effort. And then we should end up with a list of action items that will help us achieve our goal. So, start thinking about what the desired outcome should be over your template. 

Think about what the goals you want to deliver but also think about the specific artifacts. What is the actual content you would like to have at the end of completing the activities? Each template is designed to help you achieve a different intention or different outcome. Let's look at a couple of them and discuss what those might be. 

The Get to the Bottom of the Stack Template is created to help you generate a large quantity of ideas in a short amount of time. And the outcome you would have after finishing this template would be the ideas that you came up with. The Blueprint Template is created to help you understand your customer's experience with your service or product and help you identify where the pinpoints are so that you can improve and come up with some ideas for actionable solutions. 

The outcome of the Project Planning Template is to help your team align on what the goal of your project is, how you would measure success, who will participate and what the costs are. The goal of the Product Planning Template is to help your team align on what the project goals should be, how you will measure success, who will participate, cost and other key items that you need to consider when planning for a project.

Housekeeping for context

Create space for participants to get to know the agenda and purpose of the meeting.

Add key meeting or project details onto a template

Before beginning, set context

You have defined your outcomes and challenges and your participants are ready to jump in to start the activities. Before that, it would be a good idea to set the context and give participants a chance to warm up a bit. At MURAL, we call this the housekeeping section of a template.

This helps collaborators get to know one another and the digital space where they’ll be working. Plus, anyone who visits the mural following the meeting or workshop will know who attended and what happened. Your fellow MURAL member will appreciate the space to set up and set expectations.

What belongs in the housekeeping section?

Consider anything the participants for your meeting will need to know to successfully participate in the meeting or workshop. This might include:

  • The title and summary of your template
  • Information about the number of participants, difficulty level, and approximate time to complete the activity in the mural
  • Participants and any relevant information about them for the group
  • Agenda and purpose of the meeting or workshop
  • Helpful tips and tricks that the facilitators might find useful

See the Template Style Guide for an example on how to include these in your mural.

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(upbeat music)

I usually like to prepare some kind of, housekeeping content, as I call it, on the left side of the template. So, here together with the introduction, I usually like to have, maybe want a section with a purpose. So that we can introduce that to the participants. I'm actually going to add another title here. I'll call this purpose. I think we can remove that word from there. You can also create different, formatting for the headlines. You might want to add a little line here. And now that we have this section ready here. 

Now that we have this headline and the text ready here, I can instantly copy this and I can duplicate it by holding down the alt or the option key and clicking drag. And then I can instantly copy and move this section to add another one. 

So besides including the purpose of the session here, what the goal and the desired outcome is, I usually also like to include a section with the agenda. So here for example, I can add different times. I'm going to start at nine, going to have a check in, then at 9:15 for example, we're going to have a brainstorming session and so on. 

So this is definitely always a good section to include. Another thing I usually like to include in this section are the participants. I'm actually going to add that on the top, so I'm going to drag all this content down a little bit. So I'm going to select the content, and then I'm going to add, participants. So here I can add a couple of place holders as well. Work people can add their profile pictures. So in order to do this I'm going to open up the shapes and connectors section here, in the left toolbar. 

Then I can drag out one of these squares here. Increase it a little bit, so that it takes the form of a picture. The border color is a little bit hard so I'm going to soften it a little bit by making it gray. I'm also going to make the line dotted. We can also add a little name tag here, below. So people can add their names. Can drag this out, we can also center this, nice. And now we can basically, you can write profile picture. 

And now you can basically just, duplicate this and add as many as you need for your session. Think in this session we're going to be about six people. And so let's make it little bit more space for this. Cool. So this is basically what I want in my housekeeping section, to give a good overview when you start the session.

Build out activities

Design and use the space efficiently for all the activities in your session.

Save time building out your template using frameworks
Cluster and group ideas
Duplicate and reuse content

Save time with frameworks and areas

Frameworks contain a variety of pre-formatted activities that you can use for your templates. You can browse these activities and use them to build your visual space. Many of these frameworks also have powerful visual analogies you can use to support the conversation.

Group information together with areas

Another great way to cluster ideas and group information is to use areas. If participants are brainstorming in one activity, you can drag similar thoughts in sticky notes to place them together. Plus, you can use different colors for sticky notes to label and identify similar ideas.

Build once, then duplicate

When you’re building content in the mural, you can create one section and duplicate the objects to quickly design the entire working space and re-format to fit your needs. Use these keyboard shortcuts to duplicate objects in the mural. 

  • Duplicate content: CTRL + D or ALT + DRAG
  • Multiple select content: Hold CTRL + Click
  • Multiple selection marquee: SHIFT + Drag 

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(upbeat music) 

Okay, next let's look at how we can design the space for the rest of the activities. Another tip I wanted to share is to always look in the frameworks menu, if you can find any pre-formatted activities that you can use for your templates. So in the frameworks menu, you will find basic frameworks such as layouts, you have free form area, a grid area. 

We also have a two by two grid, lines We can also find design frameworks with personas, roadmaps, et cetera, some Agile frameworks. We can find Kanban boards, retrospective, and so on. And there are also some business frameworks and calendars here as well. I wanted to start the session with a check-in and one of my favorite activities for check-in is what's on your radar. So let's go to the LUMA tab here in the frameworks section, and let's see if we can find the “what's on your radar” framework. In order to add a framework to the mural, you can just drag and drop it onto the canvas. The frameworks come in a default size, but you might want to see if you need to resize it for the amount of participants that are going to join your session. 

So, in order to kind of calculate how much space you need for each of the activities, I'm going to add a couple of placeholder stickies to help me design the space and evaluate how much space I need. So I'm gonna add three sticky notes per person. So in this activity, people are going to add the tasks and the projects that they're currently working on onto sticky notes. So I'm gonna give each person a couple of sticky notes to start with. You can also assign different colors to different participants.

So, for this activity, for example, let's do that quickly for this activity, for example, it's good to think about how many sticky notes you think you're gonna add in the center here for each of the sections. They're gonna be different categories here too, but we probably want to be able to add at least three sticky notes in the middle of the radar. So I'm going to add three sticky notes here, and now we're going to increase the size of this framework. So that's what can make a little bit more space for our sticky notes and we can make it pretty large. 

As you can see when you resize the frameworks, the sticky notes on top of it will move with the framework. So frameworks are, we call them sticky. Anything you put on top of the frameworks will stick with them when you move them, this also means that that when you resize the frameworks, the sticky notes would be resized with them, too. So now just select the sticky notes and make sure that they're default size to see if they fit better. Now, this looks pretty good. Now we can fit about three different sticky notes in the middle of the radar. So I think we're good to continue now. For the Watson Erie directivity. 

You can also have different categories to this different pie slices. So I'm gonna go ahead and add a placeholder here. We're gonna add a title. We're gonna add a title to each of the sections. So we can just go ahead and add this order around the canvas. So before you invite your team to the session, or just before you do this activity together in the session, you can actually name these categories and assign different titles to them. It's now going to look at how we can fill some workspace for current state project Rose thorn bud. So Rose Thorn Bud is a really good activity that you can use for almost any type of check-in or to identify the status of a project.

So again, we're gonna use sticky notes. So we want to have one of the spaces for each of the participants. 

Since we have six people participating in the section, a session we're gonna need six different clusters so sticky notes, we can also assign, give a name tag to the sections, so that each person can claim the space and work there throughout the session. So now I'm going to select this one here. I'm going to duplicate it. I'm gonna move it a bit over to the side. I like to place this, individual brainstorming areas with a bit of distance between them, because that's where it's harder to look at what other people are typing, and you will ensure that you have a wider range of ideas. So now we have six different working areas where people can work within as well, so they can clean their space. Next we're going to do some affinity clusters and here, we could actually set up a little bit of space for people to create their clusters. 

In order to create clusters, the area tool is really useful. So we can have a couple of placeholder areas here and we can name them cluster one, we can create it's cluster two. We can have cluster three, et cetera. so when people are then sharing their observations at the same time, you can basically just drag the sticky notes in here and place similar sticky notes together. I'm going to add sticky notes into these areas. As you can see, the area will move with it together with the sticky notes. So this is a really good way to create clusters and groups, similar ideas. 

And then finally, we want to add some space here for next steps. so we could actually let's use the same color coding from the previous activity here. So I can just copy the sticky notes with different colors, and then we can go ahead and place them in the next steps here. That's also add, and then tagging here at the beginning. So we know who we're assigning to, and we're gonna add some arrows here as well. So if you hold down the city kid and drag, you can add connectors, separate easily. 

And if actually called the items in the menu that pops up here as well, you can automatically create the new line, put a new sticky note, at the same time.

Share examples and resources

Introduce the methods and activities to the practitioners by adding helpful tips and instructions.

Help practitioners get familiarized with activities
Use instructions to make activities easier to complete

Supporting resources and guidance

Templates can also act as a way to introduce your process and methods to your team. You can add files and links to outside information to bridge the gap between the template and building the knowledge about the method itself.

Add tips and hints for facilitators

Save space for collaboration by adding tips and instructions for the facilitator to the mural in the outline. This helps the facilitators better understand the instructions and explain it to the team.

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(upbeat theme music)

Hi, Emilia here. In order to set your team members up for success we also want to add some more instructions and helpful hints. So let's look at what to add here. So in the housekeeping area here to the left I also wanted to set up an area where we can add some helpful links and resources. So I'm going to duplicate this element and then we can add 'Resources.' So here you can add links to for example, blog posts articles, videos, anything that would help your team use these templates on their own. So I'm going to start with this video tutorial which is a really good introduction video to MURAL that you can share with new team members. So in order to add links into the mural I can basically just paste them into the canvas and they will show up with a nice little thumbnail image. And I'm also going to add this blog post with some tips on how to facilitate meaningful online meetings. We'll also need to add some instructions here to make it possible for the participants to solve these activities. So I'm going to go ahead and select this section. And we're going to move it down a little bit to make some more space for the instructions. So for the instructions, I'm going to use the text boxes. And when I write the instructions try to be short and straight to the point. Try to focus on just what's important to know for this particular activity. A good example of instructions that are short and straight to the point are these instructions in the 'Human-Centered Design: Building Empathy' template which is basically in your own experience map. First, you should basically define situation: What experience are you trying to improve change? Example, going to the grocery. So as you can see the instructions here are very short and straight to the point and they were even providing an example of what this solution can look like. Another example which might have a little bit too many instructions: In this template for Rose, Thorn, Bud Affinity Clusters in the second activity here there is a little bit too much text. I don't know if all participants are going to read all of these instructions. Think about, that whatever you put in the canvas is going to be seen by the participants too. So you can only write the instructions in a way so that you're talking to them and not talking about them as in this example. One good way of thinking of this is to if you have a short version of instructions in the mural this could basically be your think about these short version of the instructions as the call to action.

What do you want the participants to do? If we think about the old times when we would use PowerPoint presentations or Keynote presentations in workshops to share the instructions this is basically what you would have put in the PowerPoint presentation. So instructions in the mural should be short and you can think about it as what you would have put in the slides in the PowerPoint. The outline that you can connect to different parts of the mural you can basically think about this as the speaker notes and tips for the facilitator. So in the outline, you can add a little bit more in depth instructions and tapes that can help the person facilitating the session understand how to better explain the activity to the team. So for example, I can basically right click on the radar here, and then I can add it to the outline. So if you click on this menu item let's think about what instructions would make sense to add here that would combine well with the instructions in the mural. So here you can now, say for example, 'Before you start' 'ask the participants' 'to pick a sticky note color.' Now we have some instructions in the outline that accompany the instructions in the mural and also give a couple of extra tips for the facilitators who are going to lead this activity.

Design for a visual flow

Draw attention to the key areas of your mural and keep them in place.

Create a clear hierarchy for your template
Keep content in place before you publish the template

Creating visual flow

Remember we mentioned that visual hierarchy in your template? Now, you can incorporate color, text, and numbers to highlight the key sections and make it easy for participants to follow.

Locking content

When MURAL members create a template, they can begin to edit the mural for their session. You can help your fellow facilitators by locking any content you do not believe needs to be moved and changed. This also notes to any MURAL member what parts of the mural are interactive and what is meant to be core to the template design.

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(upbeat music)

Okay, so now we have something that actually starts looking pretty much like a template. We're going to do a couple of final tricks just to clean this up a little bit. Let's make the titles a little bit larger. Let's also make sure that they're all aligned. Let's also add some numbers here so that it is easy to follow the activity. 

So in order to create the numbers I'm going to use the circle shapes here. So the reason why I like to use the shapes for the numbers is that with the shapes you can define both what the fill color should be but it can also decide what the color of the letters should be so I can make them look nice and transparent like this. 

Then we're going to duplicate the number. We're going to add a number here as well. Something else you can do as well is to give each of the sections a different color. When you're manipulating the session the colors can also help you. And the participants navigate easily between the different activities. So instead of just saying, "Okay, let's go to the roast thorn bud activity." You can also now say that let's go to the second activity, the green one and complete those steps together. 

I also want to add something behind the housekeeping section here to the left. A second visit to take one of these shapes again. I'm going to make the shape dark green. Let's remove the border as well. We might also want to add a logo. So here you have an image search where you can find almost any image on the web. So I can just go ahead and drop this into my templates so it's also branded as well. 

Before sharing your templates with anyone make sure that you go through and lock everything to the background. So, you probably want to lock all the elements that you don't want people to interact with but make sure to leave all the sticky notes unlocked. Second, just go ahead and select everything that I don't want to look at in the back of this mural. And then I can lock everything to the background. So this way people can go in and interact with your template but without moving anything by accident. This is super important to remember.

Using examples for better understanding

Add examples where necessary to explain methods and activities.

Help your facilitators by clarifying activities and steps with examples
Explain the concepts in your template to the practitioners

Show example outputs

When leading participants through an activity, example outputs demonstrate what the successful output looks like for each method. Add examples throughout the template to guide the participants and facilitators so they know the potential outcomes for each activity and the entire process.

Being able to clearly communicate the instructions and steps for all the activities might not be enough. Showing relevant examples could set a good direction for practitioners and help them generate ideas. Use design elements such as different colors for sticky notes and text boxes to make your examples stand out and help the practitioners. 

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Hi, Emilia here. We looked at a couple of examples on how to include examples in your mural to provide the practitioner with examples of what good looks like, examples of how to complete the activities, in the lightning decision jam templates for example, we found examples of how to craft your "How might we?" statement and we also had a placeholder here where you can add your sticky note with your challenge that you chose to work with. We also looked at the blueprint template where we had very clear examples of how to use the different colors of sticky notes from the legend, to different aspects of the journey into the blueprint in here.

Just like in a cooking show, I went ahead and added a couple of examples to this template as well. Since you wanted to recommend the participants to claim a sticky-note color each, I went ahead and added a little name tag here, so the people can add their name to the first sticky note in order to assign different colored peach of the persons, in the session.

And then in the radar you would typically start the session, or, this is something you can prepare in advance as well, by assigning the different pie slices for different categories. So, in order to show what this can look like, I actually went ahead and assigned the first two pie slices here, with different categories and then I left the rest of the categories untouched here. I also started a couple of sticky notes in the radar sticky set an example of how it can be used, like for events, for example, we need to order t-shirts for the conference, so that they arrive in time and we will send it to practice presentations but at this point, I guess, ordering t-shirts is a little bit more important, so I'll add it, more closer to the middle here.

For the Rose thorn bud activity, In order to make it easier for the participants to understand how to use the color coding on this activity. I actually had an example here where for the rows, I clarify that these are things that are working well for Thorn these are things that need improvement and pod that will be opportunities. So hopefully this is going to be a little bit easier for people to understand and follow.

I also went, I had signed an example of the affinity cluster here. So, we have an example here of how we can combine different sticky notes from the different categories but as long as they have the same theme we can group them all together. So now our canvas is pretty much completed and ready to be published, in order to get to get started you already come pretty far. So, congratulations for that. And, I'm looking forward to seeing your templates. So feel free to share them with us.

Duplicating and arranging objects in a mural

Save time building out your mural activities with these shortcuts

Duplicate objects
Duplicate groups of objects
Meaningfully arrange objects

Duplicate objects

Spend more time collaborating with others and less time building content. These shortcuts will help you take content you’ve already created and add it across the mural so you have your space ready to go for your meeting.

Select the desired item and press CTRL+D (CMD + D on Mac). You can also right-click and select 'Duplicate' from the right-click menu. If you’re more comfortable copying and pasting (CTRL + C, CTRL + V), you can do that as well.


Duplicate multiple objects

  1. Multiple select the group of items you want to duplicate
  2. Duplicate the whole batch as though it were a single item (CTRL or CMD + D)

You can also duplicate objects by dragging the objects

  1. Multiple select elements to be duplicated
  2. Hold ALT + drag elements to another part of the mural


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You made something awesome on a mural. And now you need to duplicate it a couple of times. Let me show you how, with a couple of speedy shortcuts. So I made this space right here for somebody to generate notes. 

And it's actually a couple of sticky notes, a textbox for someone to add their name, and this cloud icon. So what I'm going to do to duplicate it is first of all, hold down the shift key to select all of the items that I want to duplicate. Then when I right hand click, I get this menu and I can click that duplicate and it'll copy it right to the side, and then I can simply drag it to wherever I want it to go. 

Option one, option two, I select everything I want, simply Ctrl C to copy, or Command C and then Ctrl and Command V to paste. 

Same thing, it'll duplicate it and you can drag it to where you want to go. Next option you can Just simply press Command or Control D, and that will also duplicate it and then again, drag where you need it. Finally, if you want to use the Alt or Option key on your keyboard, you can hold that down and you get this double cursor right here. And you simply drag out those selected items where you want them to go. And that's it. Now I have duplicated these elements and saved a lot of time creating and building in a mural.