A share link (determined by the template’s set visibility).A template badge in the header and on the boards page.A template banner with prominent “Create board from template” button.Wait there’s more! Once your board has been converted into a template, you’ll notice a few new and snazzy things about it. Boom! Your board is now a template with all the fixins’.From the board’s sidebar menu, go to Menu > More and select “make template”.Add any co-creators for your template to your board.Set it up the way you’d like it to appear as a template.
Ĭreating template Trello boards is easy, all you need to do is… You can find templates for these and more by checking out /templates. Your team can uncover a variety of ways to use templates, but some of the most popular ways we see them being used are for workflows like: New Hire Onboarding, Go-to-market Planning, and 1:1 Meetings. Team templates are a great way to standardize processes across your team, and avoid the need to reinvent the wheel with each board setup.
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How To Set Up Trello TemplatesĪll Trello users can create a free public template to share their expertise and workflows with the community.īusiness Class and Enterprise teams can also create unlimited private, team-visible, and public templates. This helps you and your team stick to the structure that you want to use and provides a starting point for any new members to quickly get caught up to speed on how to use Trello. When you convert a Trello board to a template, it maintains all the same bells, whistles, lists, and cards.
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