There are a number of pre-prepared and fully customizable templates that you can choose from whenever you create a new board in your account. Whether you're looking for a board created especially for your industry, or simply a ready-made board to make your life a little easier, we've got you covered!
Choose a template
To add a new board using a template, open the left pane and click on the "+" button right under the name of the Workspace you are working in. Next, click on "Template center" to see all available templates.
In the Template center, you can either find templates that include single elements such as docs, boards, WorkForms, and dashboards, or bundles of multiple elements that work together to create the perfect pre-prepared workflow. Templates with multiple elements often contain two or three connected boards complete with pre-set automations, views, and more. When added, all elements will appear together in a folder in your chosen workspace.
Once you've selected a template, click "Use template" to add it to the workspace you are in. Alternatively, you can click the arrow beside this button to choose from a list of other workspaces in your account to add this template to.
The preview will give you a quick description of the workflow it was intended for, show you images of all the included elements, and let you know which integrations it's compatible with.
How to save a single board as a template
You can transform your favorite boards, dashboards, or docs into templates for your account in just a few clicks! In this section, you'll learn how to transform a single board or a group of workspace components into a template.
To save a single board as a template, click the three-dot-menu at the top right corner of your board's header, select "More actions" and then "Save as a template".
Your board, doc, or dashboard will now be moved into the template center, and will no longer appear under your workspace in the left pane.
How to save a group of workspace components as a template
If you are the workspace owner, you can save all workspace components as one single template in the Template Center. To do so, click the three-dot menu to the right of your workspace name and select "Save as template". If you don't want to include the entire contents of your workspace, you can move all relevant components into a separate workspace to be saved as a template. For more details, check out this article.
It's important to note that all of the workspace components must be "main" in order to save the workspace as a template. If any of the components in the workspace are shareable or private, the template will not be created, and you will be presented with the error message below.
Tip: In some cases, you may not know that a private component exists in the workspace. The options here are either to locate and remove the private component, locate and change the component to "main", or to move all of the accessible, relevant components to a separate workspace to be saved as a template.
What happens to board components?
When a template is created, all included workspace elements are moved together into the Template Store. But what happens to the components in your board, such as column values, board members, automations, etc? Let's go through each of these different components to learn what to expect.
Board members
When a board is saved as a template, all of the board members become template editors. However, only the template owner (the person who created the template) can publish changes. Any changes made by members will be visible only to the owner, and not yet visible to any other account members until they are published by the owner.
Once this template exists in the Template Center, whoever uses it to create a board will be the only board member automatically assigned.
Files
Any files that have been added to the original templated board via the Files Column, the Updates Section, or the Files Gallery will remain attached when anyone goes in to create a new board from that template.
Dependencies
If you had items connected in the Dependency Column on the original templated board, they will remain intact on any boards created from the template.
Automations
Automations that are turned on when a board is saved to a template will carry over to any new board created from that template.
Integrations
Integration recipes that are turned on will carry over to any new board created from that template. However, when the template is added, the recipes will all be turned off. They will each need to be reactivated by opening the recipe and resetting the integration connection.
Column values
All column values filled in to the templated board will carry over to boards created from the template, including people assigned in the People Column. However, although the people assigned will remain assigned to the item in the newly created board, they will not be notified with any form of account notifications.
Access your customized templates
If you've created your own templates, you can access them right from the templates center. Here, you'll find a folder containing all of the custom templates in your account. This means you will not only see the templates you've created, but the templates your team members have created as well!
When you view an account template's preview, you'll see details such as the template's creator, the workspace the template was created on, and the date it was last updated.
Share a template
You can share a template by clicking the 3-dot menu and then "Copy link". Note that you can only share with members or guests of your account.
Templates cannot be shared across accounts, so in order to use a template, you must have access to the specific account using the template.
Create a new board automatically from a template
By using a custom automation, you can trigger the creation a new board based on one of your template automatically. This works for single board templates as well as templates with multiple components. If you choose a template with multiple components, they will all be created within a folder in the selected workspace.
Let's say you are working in an HR team. Whenever a candidate is hired, you can set up an automation so that a week before the new employee starts, his or her onboarding board will be created.
Edit your template
To learn how to edit or remove your template, take a look at this article all about the Template Editor.
Create a column template
You can add specific columns of your board as template. Let's say we are managing an event company. We are using a status column with many different labels for each type of event:
To save a column as a template, click on the three-dot menu the right of the column's title and select "Save as a template":
Next, name your column and add a description:
Once done, click on the blue "Save the column as a template" button. You will then be able to find your column in the Column Center and add it to any of your boards!
This is so useful if you have a column with many different labels or dropdown choices that you want to save for later use!
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.
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