Getting started

Start from a template

Sign in and PitchBoards opens a welcome with starter boards already in your account. Pick your industry and tap Get Started. For more, open Shared With Me, tap Browse Templates, tour any template full screen, and tap its copy icon. Your copy lands first in My Boards, ready for your own logo, photos and words.

Updated By Isaac Stalzer

  1. The PitchBoards welcome sheet, with the starter boards it has added highlighted

    Step 1 of 7

    Say hello to the welcome

    The first time you sign in, PitchBoards opens a welcome with starter boards already in your account.

  2. The welcome sheet's industry picker, with the Choose button marked

    Step 2 of 7

    Pick your industry

    Tap Choose… next to Your industry and pick yours. The template catalog then puts your industry first.

  3. The bottom of the welcome sheet, with the Get Started button marked

    Step 3 of 7

    Tap Get Started

    That's the welcome done. You can change your industry any time later.

  4. The Shared With Me screen, with the sidebar item and the Browse Templates button marked in order

    Step 4 of 7

    Open the template catalog

    In the sidebar tap Shared With Me, then Browse Templates.

  5. A template open full screen for a tour

    Step 5 of 7

    Tap a template to tour it

    Every template opens full screen so you can click through it first. Tap ✕ at the top left when you're done looking.

  6. The template catalog, with the copy icon on a template marked

    Step 6 of 7

    Copy the one you like

    Tap the copy icon in the template's corner. You'll see Copied to My Boards.

  7. My Boards, with the copied template first in the list

    Step 7 of 7

    It's in My Boards

    Your copy sits first in My Boards. Open it and use Swap Content to add your logo, photos and words.

Good to know

  • Missed the welcome? Go to Settings → Help Center → Replay Welcome. It adds any starter content you're missing and never duplicates boards.

  • On the Free plan, your 3 most recently updated boards stay active. Copy one more and the oldest locks, shown with a padlock. Locked boards aren't deleted, and they unlock when you upgrade.

  • Changed industry? Tap the industry chip at the top right of the template catalog.

Next guideFind your way around the app