You can now utilize your own boards as templates for your account in just few steps:
- Step 1: create your template
On the main board you'd like to use as a template, click the hamburger menu and select "template/duplicate board" and then "use board as template". This feature is currently only enabled for the main section.
- Step 2: a few settings
Once done, you will see the following description dialog:
On the top of your board template, there will be the following header letting you know that this board has been used as a template:
If you are editing the board, deleting it or archiving it, keep in mind that this will affect the template as well. Only admins and board owners will be able to change the template. The other users can utilize it but won't be able to change its structure or content.
- Step 3: access your customized templates
Go to your templates section (check out this article see how to access your board templates). At the top, you will find your account templates.
Select the template of your choice by clicking on use and you are done!
* Note * This feature is available from the Standard plan and up. If you don't see this feature in your account, make sure to contact our customer success team right here.
If you have any further questions about how to create your own board templates, please don't hesitate to reach out to us anytime at email@example.com