In the Basic and Standard plans, a template can only include 1 component with 500 items. In the Professional plan, a template can include up to 10 components and up to 500 items. In the Enterprise plan, a template can have up to 30 components and 2500 items. There are a number of ready-made, easy-to-customize templates that you can choose from when you create a new board in your account. Whether you’re looking for a board specifically developed for your industry, or just a ready-made board to make your life easier, we’ve got you covered!
Choose a template
To add a new board using a template, open the left panel and click the “+” button under the name of the workspace you are working in. Then, click “Template Center” to see all the available templates.
In the Template Center, you can find templates that include individual components like Documents, Boards, WorkForms, and Dashboards, or packages of multiple components that work together to create the perfect ready-made workflow. Templates with multiple components often include two or three connected boards with predefined automations, views, and more. When added, all components 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’re in. Alternatively, you can click the arrow next to this button to select from a list of other Workspaces in your account to add this template to.
Viewing the template will provide you with a quick description of the workflow it was designed for, show images of all the included components, and let you know which integrations it is compatible with.
How to save a single board as a template
You can turn your favorite boards, dashboards, or documents into templates for your account in just a few clicks! In this section, you’ll learn how to turn 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 in the upper-right corner of your board’s header, select “More actions,” and then “Save as template.”
Your board, document, or dashboard will now be moved to the Template Center, and will no longer appear under your Workspace in the left panel.
How to save a Workspace component group as a template
If you own the Workspace, you can save all of the Workspace’s components as a single template in the Templates Center. To do this, click the three-dot menu to the right of your Workspace name and select “Save as Template.” If you don’t want to include all of the contents of your Workspace, you can move all of the relevant components to a separate Workspace to save as a template. For more details, see this article.
It is important to note that all Workspace components must be “primary” 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 see the error message below.
Tip: In some cases, you may not know that a private item exists in a Workspace. The options here are to either locate and remove the private component, locate and change the component to “Main,” or move all accessible and related components to a separate Workspace that will be saved as a template.
What happens to the board components?
When a template is created, all the components contained in the Workspace are moved together to the Template Center. But what happens to the components in your panel, such as column values, panel 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 board members become editors of the template. 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 will not be visible to other account members until they are published by the owner.
Once this template exists in the templates center, anyone who uses it to create a board will be the only board member that will be populated automatically.
Files
Any files added to the original board via the files column, updates section, or file gallery will remain attached when someone logs in to create a new board from this template.
Dependent
If you had items connected in the dependency column on the original board, they will remain intact on the boards created from the template.
Automations
Automations that run when a board is saved as a template will persist to any new board created from that template.
Integrations
Integration recipes that are enabled will persist to any new board created from the template. However, when the template is added, all recipes will be disabled. Each one will need to be re-enabled by opening the recipe and setting up the integration connection again.
Column values
All column values filled with square pen are suggested to be transplanted into boards created from the template, including people assigned in the People column. However, when the assigned people remain connected to the item in the newly created board, they will not receive any type of notifications on the computer.
You have accessed your custom templates.
If you have created your own templates, you can access them directly from the Template Center. Here, you’ll find a folder containing all the templates customized in your account. This means you’ll not only see the templates you’ve created, but also the templates your teammates have created!
When you preview a calculator template, you’ll see details such as the template creator, the workspace in which the template was created, and the date it was last updated.
Share template
You can share a template by clicking the three-dot menu and then “Copy Link.” Note that you can only share with friends or guests on your account.
Templates cannot be shared between accounts, so to use a template, you must have access to the specific account that uses the template.
Automatically create a new board from a template
With custom automation, you can trigger the creation of a new board based on one of your templates automatically. This works for single board templates as well as templates with multiple components. If you select a template with multiple components, they will all be created within a folder in the selected Workspace.
Let’s say you work in an HR team. Every time a candidate is hired, you can set up an automation so that a week before the new employee starts, his/her designated onboarding board is created.
Edit your template
To learn how to edit or remove your template, take a look at this article about the template editor.
Create a column template
You can add specific columns to your dashboard as templates. Let’s say we run an events company. We use a status column with different labels for each event type:
To save a column as a template, click the three-dot menu to the right of the column header and select “Save as Template”:
Then, name your column and add a description:
When you’re done, click the blue “Save Column as Template” button. You can then find your column in the center of the columns and add it to any of your boards!
This is very useful if you have a column with different labels or drop-down options that you want to save for later use!
