When you create a new board on your account, you may select from a variety of pre-made, completely editable templates. We have everything you need, whether you’re seeking for a board developed specifically for your sector or just a ready-made board to simplify your life.

Choose a template

Choosing a template is simple.  Simply click on our “Templates” button on your main menu.  Scroll through all the choices to give you a great starting point.  All of the templates are free to use! 


Upon clicking on the Template Icon scroll through the choices or if you have an idea of what type of template you are looking for use our search bar to search common templates such as “Client Projects”. 


The preview will give you a quick description of the workflow it was intended for and let you know the best use of each particular template available.  Use the templates as great starting points to create a wonderful custom board.  

 Tip: You can fully customize any template added to your account. Feel free to edit the name of your itemsgroups, and columns according to your needs and change or add anything else you’d like!

Add a Template 

In the Template Center, you can find bundles of templates that work together to create the perfect pre-prepared workflow!  

Create your own board template. 

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

You can transform your favorite boards into templates for your account in just a few clicks! When viewing your board, click the “templates” button and select your template directly. 

Once done, you will see a list of all templates that have bee added within the templates window.

Only system users who have the ability to edit everything will be able to change the structure of a template.  If you are editing the board, deleting it, or archiving it, keep in mind that this will affect the template as well. The other users can utilize it but won’t be able to change its structure or content.  

Access your customized templates.

If you’ve created custom templates, you can access them right from the templates center! Follow the steps in the first section of this article to access the templates center.

Here, you’ll find a folder containing all of the custom templates in your account! This means you will not only see the templates you’ve created but the templates your team members have created as well! Note that in this section, there is no pre-prepared description or images of the template because they were each your own customized creation.

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

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

FAQs for a templated board

  • How does enabling Board Permissions affect a templated board?

When enabling Board Permissions on a board and then templating that board, the permissions will not be carried over to the template. However, permissions settings on the original board (with the wand icon next to the title) will change to Write updates only to prevent non-owners from making changes to the templated board.

  • Do the board owners and board subscribers carry over in a template?

Great question! No, they do not. When you use a template that was created from someone on your team, the board owners and subscribers will not be carried over from the original board that this template was created from.

  • Who will be listed as the template owner within the template store?

The person who clicked to create a template out of a board will be listed as the template owner within the template store.

  • Will dependencies that were setup remain intact in a templated board? 

Good news, yes they will! If you had items connected in the Dependency Column on the original templated board, they will remain intact when anyone goes in to create a new board from that template.

  • Will files remain attached in a templated board? 

They sure will! Files that have been added to the original templated board via the Files Column, the Updates Section, or the Files Gallery will remain attached when anyone goes in to create a new board from that template.

  • Do automation carry over in a templated board?

Automation that are turned on will carry over to any new board created from that template. With this said, it is important to know that integration recipes will carry over but will be turned off. You will need to click into the turned-off recipe and reset the integration connection once creating a new board from that template in order to use the integration. 

Removing a board from the template list

To remove a board from your template list, click on the three-dot menu located on the right of your board. From there, select more actions, and then click on “delete”

Create a column template.


You can add specific columns of your board as templates. Let’s say we are managing a Lead. We are using a status column with many different labels for each type of Lead: 

To save a column as a template, click on the three-dot menu on 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 description” button. You will then be able to find your column in the Column Center and add it to any of your boards!

Use a template on your mobile app

Templates are not only for your browser or desktop app – now you can use board templates right from your mobile app!  Open the Templates window at the top of the page and select your desired template. Swipe through all the templates to ensure the best one for the job.

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.