How to create your own board templates?

Creating your own board templates is available!

You now have the option to make a main board an account template, when users from your account create a new board, they can choose from boards that you know work for the team:)

Step 1

On the main board you'd like to make a template, click the hamburger menu and select "use board as template"

 

Step 2

Once done, you will see a description dialog:

Screen_Shot_2018-02-15_at_9.18.44_AM.png

  • Select "got it".
  • On the top of your board template, there will be a header:

Screen_Shot_2018-02-15_at_9.36.29_AM.png

 

If you are trying to delete or archive the board, this will directly affect the template. 


Step 3

  • 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. 

   Screen_Shot_2018-02-15_at_9.31.53_AM.png

  • 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

**Only admins of the account and owners of this board will be able to make changes to this template. The other users can utilize it but won't be able to change its structure or content.  

If you have any further questions about how to create your own board templates, please don;t hesitate to reach out to us anytime!

 

 

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