Card Templates
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Card template is a feature that allows you to create cards based on one model card. Using this template, you can define default card elements and details for new cards. 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 for customization and flexibility. It helps your team share actionable knowledge so you can benefit from each other’s experiences.
Card templates are useful when you need to create complex cards with similar predefined structures, subtasks, or documents. Collaborate with others to create the 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 card using the card template
There are only two more clicks between creating a card and using a template.
- Open the space.
- Click on the + button on a grouping.
- Choose a template and enter the name.
- Click 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 the default card template
Useful if most of the cards you want to create are based on a template.
Set the default card template for the space.
FAQ
Can I copy an old card to create a new one?
Yes, you can duplicate a card or make a card template using an existing card.
Can I set the card template as the default card template for the space?
Yes. Every card you create will be based on that template. Each time you can use it or not.
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