How to use Card Templates

To save a card as a template open the Card Details by clicking on a card. A popover window will appear for editing the selected card. Then choose Save as template from the Actions menu.

To make a card from a template click on the board’s name in the upper left corner of the screen and choose Card templates in the drop-down menu.

The panel with the list of templates will open on the left of your screen. Click on the template you want to use to open it. Then click on Add to the board button and choose the list where you want the new card to appear.

Was this answer helpful ? Yes (0) / No (0)