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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 zistomization! We have prepared templates for some popular workflows, such as Job Recruition, 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! Check out this article to see how you can make this template your own!

 

 

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.

 

 

 

If you have any further questions please don't hesitate to reach out to our Customer Success Team anytime at [email protected]