Not sure how to start working on a specific project? Any.do's board-templates were designed to help you find the perfect workflow to manage your tasks. Choose from a vast variety of both personal and industry-related categories, that will instantly populate your board with tasks and sections to jumpstart your work. Want to create your own workflow? Simply save it as a custom template to easily recreate it as needed.
Availability:
The following user-types can take advantage of this feature:
Teams users - admins and members.
The feature is available on our web/desktop apps and iOS app only.
Watch the video
Watch the video
🛠️ How does it work?
Users will have the option to view the templates directory whenever they create a new board
The directory can be viewed and filtered per your specific needs
Templates can be modified after creation for further customization
Custom templates can be created and saved and visible to all workspace members
📋 How to create a board from a template
💻 How to create a board from a template on Web/ desktop
💻 How to create a board from a template on Web/ desktop
From the left side under the workspace press + "Add new board" or the gray + next to the workspace name.
Select "Create a board".
Name your Board.
Choose a template by scrolling down, or filtering the search from the arrow near "all templates" or typing in the search.
Press "Use this template".
Or
From the left side under the workspace press + "Add new board" or the gray + next to the workspace name.
Select "Browse templates".
Choose a template by scrolling down, filtering the search from the arrow near "all templates" or typing in the search.
Press "Use this template".
💡 Once you create a new board from a template, it is entirely customizable with tasks\tags\sections and more. To learn further, see board sections page, boards tasks page and board tags page.
📱 How to create a board from a template on iOS
📱 How to create a board from a template on iOS
From the home menu press the gray + under to the workspace name.
Select "Create from template".
Select a template or search for key works.
Tap "Use this template"
Add members.
Note: At this time we do not have this option for Android apps.
🔍 How to filter templates and locate custom templates
💻 How to filter templates and locate custom templates on Web/ desktop
💻 How to filter templates and locate custom templates on Web/ desktop
From the left side under the workspace press + "Add new board" or the gray + next to the workspace name.
Choose "Browse templates".
From the top left press the arrow next the "all templates".
Checkmark a category, to locate a custom template Checkmark your workspace name templates.
You can also use the search option to search for key words related to the template you are looking for.
🎨 How to create a custom template
💻 How to create a custom template on Web/ desktop
💻 How to create a custom template on Web/ desktop
Open the board you would like to set a template.
Open the 3 dots menu.
Select "Save as a template".
Name the template, add a description if you want.
Select which items you would like the template to save:
"Workflow only"- save the section names only.
"Workflow with content"- save section names and all tasks with task details.
"Workflow with content and people"- save the section names tasks with details and assignees. The assignees will be added to the board automatically when choosing this template.
Once you create a custom template you will be able to add it on your iOS mobile app as well as the desktop and web versions.
✍️ How to edit or delete a custom template
💻 How to edit or delete a custom template on Web/ desktop
💻 How to edit or delete a custom template on Web/ desktop
From the left side under the workspace press + "Add new board" or the gray + next to the workspace name.
Select "Browse Templates".
Open your workspace name templates.
On the top right select "edit".
From there you can change the name of the template, and the description or choose to delete the template. There is no option to change the items the template saves.
