Card template is a feature which allows you to create cards based on the one model card. You can define default card elements and features for new cards created using this template. It will save a lot of your time and effort.
Don’t start from scratch every time. KanBo’s card template is a powerful tool designed with customization and flexibility in mind. It will help your team share actionable knowledge, so you can benefit from the experiences of others.
Card templates come in handy when you need to create complex cards of similar predefined structures, subtasks or documents. Collaborate with others while building your perfect card template!
Create a card template
See how to create a card template. Make as many as you need.
Did you know that you can use an existing card for a template?
Create a new card using template
There are only two clicks more between usual card creating and using a template.
- Press + button at a list.
- Choose a template and enter a name.
- Press on Add to confirm.
Wait a few seconds. All template card elements will be added to the new card. Some of them need more time to appear.
Set the Template field to None if you don’t want to use any card template.
Set card template as default
Useful when most of cards you want to create will be based on one template.
Set default card template for the board.
Apply card template to an existing card
In case you have an existing card but you would like to add there a structure from the card template.
- Enter a card and select more (three dots).
- Select Apply template.
- Choose a template and press on Apply to confirm.
Can I copy an old card to create a new one?
Yes, you can duplicate a card or make a card template using existing card.
Can I set the card template as default for the board?
Yes. Every card you create will be based on that template. Each time you can use it or not.
Was this article helpful?
Please, contact us if you have any additional questions.