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Using Board Templates to Save Time

Kickstart your projects faster by using pre-made or custom templates to set up your boards in seconds.

Updated yesterday

Board templates are here to make your life easier! With just a few clicks, you can launch a fully structured board instead of starting from scratch. They're perfect for recurring projects, shared team processes, or simply staying organized without reinventing the wheel each time.

Before you begin, you may also want to check:

πŸ“Ί Watch the video: Getting started with templates


βœ… Who Can Use This Feature?

  • Free & Premium: ❌ Not available

  • Family: ❌ Not available

  • Workspace: βœ… Full access

Platforms:

  • Web/Desktop: βœ… Yes

  • iOS: βœ… Create from templates

  • Android: ❌ Not available


πŸ“‹ How to Create a Board from a Template

Templates help you skip the setup and get straight to work with a ready-made structure tailored to common workflows.

✨ Boards created from templates are fully editable.

πŸ–₯️ Web/Desktop

  1. Click + Add new board or the gray + next to the Workspace name

  2. Select Create a board or Browse templates

  3. Find your preferred template

  4. Click Use this template

πŸ“± Mobile

  1. Tap the gray + under your Workspace name

  2. Select Create from template

  3. Find your preferred template

  4. Tap Use this template and add members

How to create a board from a template on iOS


πŸ” How to Filter Templates or Find Custom Ones

Finding the right template is quick and easy using filters or keyword searchβ€”so you can spend less time browsing and more time doing.

πŸ–₯️ Web/Desktop

  1. Click + Add new board or the gray +

  2. Select Browse templates

  3. Use the dropdown next to All templates to filter by category or Workspace name

  4. Use the search bar for keyword lookup

πŸ“± Mobile

  1. Tap the gray + under your Workspace name

  2. Select Create from template

  3. Filter or search the library

  4. Tap Use this template and add members


🎨 How to Create a Custom Template

Save your favorite board setups and reuse them anytime by turning them into custom templates for your team.

πŸ–₯️ Web/Desktop

  1. Open the board you want to save

  2. Click the 3-dot menu β†’ Save as template

  3. Add a name and optional description

  4. Choose what to include:

    • Workflow only (sections only)

    • Workflow with content (sections + tasks)

    • Workflow with content and people (includes task assignees)

ℹ️ Custom templates are available to all Workspace members.


✍️ How to Edit or Delete a Custom Template

Keep your template library organized by updating or removing templates you no longer need.

πŸ–₯️ Web/Desktop

  1. Click + Add new board or the gray + icon next to your Workspace name

  2. Select Create from templates

  3. Locate your custom template

  4. Click Edit on the top right corner

  5. Update the name or description, or delete the template entirely

⚠️ You cannot change the items a saved template includes (workflow/tasks/people).


πŸ™‹ FAQs

πŸš€ Why use templates?

Templates help you save time and keep workflows consistent across teams or recurring projects. They’re great for onboarding, campaigns, event planning, and more.

🌐 Are custom templates shared with my team?

Yes. Custom templates are visible to all members of your Workspace.

🏠 Can I create a private custom-template?

Not at this time. All custom templates are saved per space and available for all members.

πŸ€” Can I create a custom-template in my personal/family space?

Not at this time. Templates are limited to Workspace boards.

πŸ‘₯ Can I create a template for one of my Workspace members?

Absolutely! You can create a custom template within your account, name it and then simply ask any of your workspace members to add it as a board within their own accounts.

πŸ’Ύ Are tags, custom fields, and automations saved within a custom template?


Tags will be saved to your template once created. Automations and custom fields are not saved in the template.

πŸ’» Can I use templates on mobile?

You can create boards from templates on Mobile apps. However, the full functionality is currently limited to Web/Desktop.

❌ What happens if I delete a template?

Deleted templates can’t be restored, but boards created from them will remain active.

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