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Creating Card Templates

See how to create cards based on the one model card with a defined structure. You can create a card template and customize it like a standard card or use an existing card to create ready to use card template.

Create a new card template

Create a card template for your cards.

  1. Open the space and click the three-dot menu button.
  1. Go to  Settings.
  2. Select  Card templates.
  3. Click on the + Add button.
  4. Type a name and click Create.

Now enter your card template to set the details. As you can see, the card template looks like a normal card. Adding elements and features looks the same. The blue sign next to the name indicates that it is a card template.

Create a card template from an existing card

You can use an existing card to create the template. New cards will gain their features. There are two ways of doing it. Remember that not every card detail can be included in a template.

1. Create a card template on a card

A basic way to create a template using an existing card.

  1. Enter a card you would like to create a template from.
  2. Click on the three-dot menu button.
  3. Select  Create template.
  1. Figure out a name for your template.
  1. Click on Create to finish.

Your template is ready to use.

2. Create a card template on the space view

There is a faster way to create a card template. You don’t even have to enter the card.

  1. Open the quick actions menu at the desired card.
  2. Click on the three-dot menu button.
  3. Select  Create template.

3. Note that not all card details will be considered

The following rules apply to cards created from such a template:

  • features that are copied:
  • features that won’t be copied:
    • users (members)
    • card status
    • card activity stream
    • sub card groups and relations

A document in a card created from such a template is the same document as in the source card. It's just attached now also to the card created from that template. You can check it with document references.

FAQ

Yes, you can duplicate a card or make a card template using an existing card.

Yes. You can add elements and features to your card template just like a standard card.

Yes. You can edit your card templates whenever you need to.

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