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. 

Tip: Any templates chosen are fully customizable, from the names of groups and status labels to the automation and integration recipes included. 

How to save a single board as a template 

Note:  This functionality is available for the Standard plan and up. 

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 entities 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. 

Note:  In order to create your own template, you'll need to make sure your board's permissions are set to "edit everything" and that your board is a Main Board.

How to save a group of entities as a template

You can save all entities in a workspace as one single template in the Template Center. First, move all entities (boards, dashboards, WorkForms, and docs) into a workspace. Next, click the three-dot menu to the right of your workspace name and select "Save as template". For more details, check out this article. 

Tip: Once you transform a workspace into a template, it will disappear from your left pane and move to the Template Center. If you would like to keep the original workspace, you can duplicate it and turn the duplicated version into a template. 

Tip: If you've recently created a new custom template and don't yet see it in your Template Center, try refreshing the page! 

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. 

Note: If a template belongs to a closed workspace, it will only visible to workspace members. However, all of the templates you have access to can be used in any workspace, regardless of the workspace they were created in originally! 

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 board template

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. 

Tip: Check out this quick YouTube video to learn more about how to automatically create a new board from your templates!

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

Note:  This feature is available on the Enterprise plan only.

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!