08 Nov in  How-to tutorials

How to Make Storyboard Templates Using Soda PDF


how to make storyboard templates - thumbnailEveryone is going agile these days. This shift towards being more efficient has changed both how people think about projects and the tools they use to stay on top of things. We’ll be taking a look at how to make storyboard templates using Soda PDF.


The goal of agile thinking is to break projects down into smaller, easier to digest, tasks. You’ll map each of these tasks into a backlog, traditionally using Post-it notes to track them visually. These Post-it notes are then added to a “storyboard”, which uses the task list to tell the story of a project at a quick glance.


This method has proven to be quite successful, however, we found one flaw in the approach. We don’t believe in wasting the paper needed for an endless slew of Post-It notes. To get around this hurdle, we’ll show you how to make storyboard templates using Soda PDF.


For more of a visual, check out our tutorial video!


1- Rotate Your Page

At this point, you probably have Soda PDF open with a blank page in front of you asking, “Now what?”. The first step is quick and easy. You’ll rotate that page from portrait to landscape.

  1. Open the Edit Tab.
  2. Click on Rotate.
  3. Choose either A button that points to the left or right.
  4. Click OK.


rotate page make storyboard templates


2- Divide Your Page into Sections

 In this step of how to make storyboard templates using Soda PDF, you’ll add lines to your page, dividing it into a few columns.


Soda PDF comes with a grid feature that is used to help align the pieces of your document. Following along these gridlines will help you keep any lines you add to the page neat and tidy.

  1. Click on the Grid feature to make the gridlines appear.
  2. Open the Review Tab.
  3. Click the Shapes
  4. Choose Line.
  5. Hold down your left mouse button at the top of the page, and drag your cursor down, dragging a long a gridline, until the bottom of the page.
  6. Release your mouse button and the line will stay in place.


add lines make storyboard templates


You’ll want to continue adding vertical lines until you have divided the page into the number of sections that match your workflow. When you’re ready, you’ll add one more line to section off your titles.

  1. Add a horizontal line near the top of your page.
  2. Turn off the grid feature.


lines added to PDF make storyboard templates


3- Add Column Titles

Using the text editor, you can quickly add some titles to each section. While we’re showing you how to make storyboard templates using Soda PDF, we want to emphasize they are your templates. You can use any titles you want.


All text will be added to a designated area called a text box. In that text box, you can simply type away like when you are using Microsoft Word.

  1. Click into Edit Mode.
  2. Double click into an empty part of your document.
  3. Type your title into the text box.
  4. Hold down your left mouse button on the corner of the text box and drag the cursor to change the text box size.
    1. We advise always making the text box as small as possible while respecting your formatting.
  5. Move your text box into the right section of your PDF.


add text make storyboard templates


Next up you can format the text title to make it match the look and feel you are going for. Click here for all text formatting options.

  1. Click into the text box and highlight your text.
  2. Use the Up and Down options to make the text larger or smaller.
  3. Click into the drop-down to choose a new font.



The next text boxes you create will keep your new font settings.

  1. Continue adding titles to each section.


titles added make storyboard templates


4- Adding Tasks to Your Storyboard

The next part when you make storyboard templates using Soda PDF is to add tasks to your board. The best tool in Soda PDF to utilize is text form fields. Anyone can easily make changes to the tasks listed in each form field. You can also quickly move each field across the columns as you complete tasks.

  1. Open the Forms Tab.
  2. Choose Text Field.
  3. Hold down the left mouse button and drag the cursor to set the size for the field.
  4. Release the mouse button to add the field.


add text field make storyboard templates


Now you will configure the form field to be useful for your storyboard.

  1. Select your text field while in Edit Mode.
  2. Open the Properties.
  3. Switch over to the Appearance
  4. Enable Multi-Line.
    1. (this allows you to add multiple lines to text).
  5. Optional – Change the background color of the field.
    1. We use colors to group together tasks in the same project.



There are a few more settings available in the properties, including text font settings. Click here for more information.

Since the field is now ready, you can add the task to the field.

  1. Switch into View Mode.
  2. Click into the field.
  3. Type your text into the field.


add task to field make storyboard templates


5- Adding More Tasks

Instead of making another text field from scratch, you can copy the existing field and paste it. This keeps all your settings and lets you add unlimited tasks.

  1. Click into Edit Mode.
  2. Right-click on your field.
  3. Choose Copy.
  4. Right-click on an empty part of the document and choose Paste.



6- Managing Your Tasks

As you work on your tasks, all you need to do is drag your form fields across your document.

  1. Select your form field while in Edit Mode.
  2. Hold down the left mouse button and drag the cursor across the document.
  3. Release the mouse button to move your field.


managing fields make storyboard templates


7- Managing Multiple Projects

You can choose to make one storyboard for each project you are working on. Alternatively, you can segment your storyboard into multiple project sections.

  1. Open the Edit Tab.
  2. Select the horizontal line at the top of your document.
  3. Choose Copy.
  4. Right-click on an empty part of your document and choose Paste.
  5. Adjust the line so that it leaves enough space for your first project.



Then you can copy and paste your existing form fields for your new project. We recommend changing the color of the form field to clearly indicate what project a task is linked to.


sample make storyboard templates


For more of a visual, check out our tutorial video!


Now that you know how to make storyboard templates using Soda PDF, we encourage you to download the app and try it out.

Free Download                       Try Web App



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