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Saving boards as templates
Saving boards as templates
Stephanie Dixon avatar
Written by Stephanie Dixon
Updated over 3 months ago

Some professionals find saving boards as a template to be very helpful.

For example, If you have an intro board you typically use with new clients that includes a project brief, client and contractors' contact information, a checklist to get going, etc. then why not save time by saving a board as a template, complete with the groups you typically begin with, and then launching that template any time needed in the future? The template serves as simply a starting place and the new board can be modified from there.

To save boards as templates:

  1. Go to FILE>SETTINGS.

  2. Turn on the toggle to save the board as a template.

The next time you go to launch a new board, the template option will be there.

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