Creating Card Templates

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

Create a new card template

Create a card template for your cards.

  1. Open the Board and press more (three dots) to open the board menu.
  1. Go to  Settings.
  2. Select  Card templates.
  3. Press + Add button.
  4. Type a name and press Create.

Now enter your card template to set the details. As you can see, card template resembles usual card. Adding elements and features looks exactly the same. The blue sign next to the name of the card informs 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 its 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 at a card

Basic way to create a template using existing card.

  1. Enter a card you would like to create a template from.
  2. Press more button (three dots).
  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 at Board 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 desired card.
  2. Press three dots button for more.
  3. Select  Create template.

3. Keep in mind that not all card details will be considered

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

  • features that will be 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 with such a template is the same document as in the source card. It's just attached now also to the card created out of this template. You can check it with document references.

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