Board Templates

What is it?

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.

Who has access?

How does it work?

  • Users will have the option to view the boards 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

✔️ Web

  1. From the left side under the workspace press + “Add new board” or the gray + next to the workspace name.
  2. Select “Create a board”.
  3. Name your Board.
  4. Choose a template.
  5. Press “Use this template”.

Or

  1. From the left side under the workspace press + “Add new board” or the gray + next to the workspace name.
  2. Select “Browse templates”.
  3. Choose a template.
  4. 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. 

Note: At this time, templates can be added on web only.


How to filter templates and locate custom templates

✔️ Web

  1. From the left side under the workspace press + “Add new board” or the gray + next to the workspace name.
  2. Choose “Browse templates”.
  3. Checkmark relevant categories, to locate a custom template Checkmark your workspace name templates.

You can use the search option to search for key words related to the template you are looking for and also uncheck categories to narrow down the results.

Note: At this time, templates can be added on web only.


How to create a custom template

✔️ Web

  1. Open the board you would like to set a template.
  2. Open the 3 dots menu
  3. Select “Save as a template”.
  4. Name the template, add a description if you want.
  5. Select which items you would like the template to save:
    1. “Workflow only”- save the section names only.
    2. “Workflow with content”- save section names and all tasks with task details.
    3. “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.

Note: At this time, templates can be added on web only.


How to edit or delete a custom template

✔️ Web

  1. From the left side under the workspace press + “Add new board” or the gray + next to the workspace name.
  2. Select “Browse Templates”.
  3. Open your workspace name templates.
  4. Hover over the template and select “edit”.
  5. 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.

Note: At this time, templates can be added on web only.


 

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