🖌️Custom Templates

You can save any board you create as a custom template to your organization. This becomes a quick way to organise the templates your team uses often or those that you've made specifically for the way your team works.

To add a template here, create a board and then go to Templates > 'Your Org Templates' and use the 'Add Template' button, this will bring up a list of all of your boards:

Select the board you want to set as a template and then give it a name, description and set a category.

As you start to add different templates, you will see the category filters populate, this lets you quickly navigate your team templates.

Create Custom Template From Inside A Board

From the board details menu, publish the current board to your Organization's Template Library:

Update a Custom Template

To update a custom template, you create a new version, save it to the Template Library, then delete the old template.

1. Create a board from the template you want to update

2. Edit the template

3. Save it as a custom template

4. Delete the old custom template.

Building a custom board

Follow our detailed guide on how to customize your board for your own templates.

🎨Customizing Your Board