Templates provide you with a predefined structure so that you can get started quickly. Alternatively, you can create your own board and card templates.
Board templates include:
Meeting Notes: Meeting notes use default types (Ad Hoc, Standup, Weekly Sync) and can be sorted by type or table view.
New board template: This template includes statuses (Next Up, In Progress, Completed, Archived) and priority (High, Medium, Low).
Personal Goals: Personal Goals are sorted by status (To Do, Doing, Done) and can be viewed by date.
Personal Tasks: Personal Tasks are sorted by status (To Do, Doing, Done) but do not have a date view.
Project Tasks: This template includes statuses (Next Up, In Progress, Completed, Archived) and priority (High, Medium, Low).
Roadmap: This template allows you to filter using Bugs, By Sprint, By Status, Epics, Tasks, Tasks by Status. It also includes a priority filter.
Empty Board: If none of those boards fit your use case, you can use a blank template and customize it as needed.
You can rename all of the fields provided, hide them, delete them, and change the default color.
To create a board template select + Add Board, then select + New template. To turn an existing board into a template, hover over the board title in the sidebar. Select the options menu (…), then select New template from board.
Each board can have a set of card templates. To create a new card template:
Open the board you’re adding the card to.
Select the drop-down arrow next to New, then select Empty card.
Alternatively, you can turn any card into a template:
Open the card you want to use as a template.
Select the options menu … in the top-right corner of the card.
Select New template from card.
Edit the card as needed, including a helpful name.
Close the card using the X in the top left corner.
Select the drop-down arrow next to New, then select the card you just created.
The card template is applicable only to the board in which it’s created and isn’t available in other boards in your workspace.