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Mobile app - How to use board templates

Board templates are pre-made boards that are ready to go with a little personalization and customization! We have prepared templates for some popular workflows, such as Job Recruiting, Sales Processes, and Project Management! All you have to do is select the template that best works for you, and input your data! Let's take a look at how it works.  

 

 

How to add board templates

Similar to how you'd create a new board, start by clicking on the blue + button in the bottom right-hand corner.  

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Next, you can scroll left and right through all of the template options that can be used right from the mobile app. 

 

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Now, you can customize the template to suit your team's needs! Add in your own items, change the names of the groups, and add board views! 

 

Tip:  Did you know that you can create your own board templates? For information on how to create your own personalized templates on your desktop, have a look at this article. It's important to note that new boards cannot be created using personalized templates from the mobile app. To create a board using your own template, create it from your browser, and then you can head back to your mobile app to view or make any edits later on. 

 

 

 

If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!