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!
To add a new board from one of our templates, open the left pane and click on the "Add" button at the very top of the Workspace you are working in and click on "Choose from templates" to visit the template center!
Now you can browse through all of the templates in the template center! The left pane of the Template center is a menu of all the different categories or industries we split our templates into. You can also find your own templates that you and your team created here, which we'll touch on further below.
When you select a template, you can click "Use Template" to add it right away, or you can decide to create it directly in the current Workspace that you are in, or to have it created in a new Workspace altogether.
The preview will give you a quick description of the workflow it was intended for, and let you know which integrations it's compatible with! To the right of some of our more complex templates, you'll see some images and videos highlighting some of the views, automations, and columns featured in that template.
In the Template center, you can find bundles of templates that work together to create the perfect pre-prepared workflow! They usually contain two or three connected boards complete with pre-set automations, views, and more! You can find our template bundles integrated amongst all of the other templates in the Template center! The only difference is that when added, they appear all together neatly in a folder in your Workspace.
They'll almost always come with lots of screenshots, descriptions, and videos explaining how to make the most of your solution, so be sure to look through the Template Center preview to learn all about it!
You can transform your favorite boards into templates for your account in just a few clicks! When viewing your board, click the three-dot-menu at the top right corner of your screen, select "More actions" and then "Save as a template".
Once done, you will see a wand to the left of your board's name indicating that your board is now saved as a template. It will now be accessible to all account members through the Template center! ⭐️
Only board owners will be able to change the template. If you are editing the board, deleting it, or archiving it, keep in mind that this will affect the template as well. The other users can utilize it but won't be able to change its structure or content.
If you've created custom templates, you can access them right from the templates center! Follow the steps in the first section of this article to access the templates center, and then head to the left pane.
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! Note that in this section, there is no pre-prepared description or images of the template because they were each your own customized creation.
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.
FAQs for a templated board
- How does enabling Board Permissions affect a templated board?
When enabling Board Permissions on a board and then templating that board, the permissions will not be carried over to the template. However, permissions settings on the original board (with the wand icon next to the title) will change to Write updates only to prevent non-owners from making changes to the templated board.
- Do the board owners and board subscribers carry over in a template?
Great question! No, they do not. When you use a template that was created from someone on your team, the board owners and subscribers will not be carried over from the original board that this template was created from.
- Who will be listed as the template owner within the template store?
The person who clicked to create a template out of a board will be listed as the template owner within the template store.
- Will dependencies that were setup remain intact in a templated board?
Good news, yes they will! If you had items connected in the Dependency Column on the original templated board, they will remain intact when anyone goes in to create a new board from that template.
- Will files remain attached in a templated board?
They sure will! 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.
- Do automations carry over in a templated board?
Automations that are turned on will carry over to any new board created from that template. With this said, it is important to know that integration recipes will carry over but will be turned off. You will need to click into the turned-off recipe and reset the integration connection once creating a new board from that template in order to use the integration.
By using a custom automation, you can trigger the creation a new board based on one of your template automatically. 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.
To remove a board from your template list, click on the three-dot menu located on the right of your board. From there, select more actions, and then click on "remove from templates."
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!
Templates are not only for your browser or desktop app - now you can use board templates right from your mobile app!
First, click the blue '+' icon at the bottom right corner of your screen as you would to create a new board:
Now, you can choose from any of our prepared templates, or create your own! Swipe through the templates to see what types of boards you can create!
To learn more, check out this article!
If you have any questions, please reach out to our team right here. We're available 24/7 and happy to help.