Creating Template Boards
A template serves as a master copy for creating boards based on the same setup – ideal for replicating a process or workflow. Anyone who creates a board from a template will begin with the exact same content, helping you and your team stick to structure that you want to use repeatedly. Templates can be created for team use as part of Trello Business Class and Enterprise plans; they can also be created for public distribution, so anyone in the Trello user community can jump-start their own boards and adopt best practices.
Creating templates from boards
Boards of all visibilities within Business Class and Enterprise teams can be turned into templates. Additionally, any public board--whether personal or part of a team--can be converted to a template so that others in the Trello community can benefit from tried-and-tested workflows. From the Board Menu, select More and then select Make Template. (You must be an admin of the board to see this option.) Turning the board into a template will hide comments and activity, but members will remain on the template.
Turning a board into a template will automatically toggle on template features: a template banner; a template badge in the header and on the boards page; a prominent “create board from template” button, as well as a share link (determined by the template’s set visibility).
Self-join is disabled on templates, so you can rest assured that others in your team who come across this template won’t accidentally move around your carefully structured cards and lists. Because templates are meant to be more educational and less about collaboration, all comments and activity feeds will be hidden.
You can always change a template back to a board by clicking the “convert back to board” button in the “more” section of the boards menu. In this case, collaboration features like activity feed, watching, and comments will reappear.
Add a description to your template
Be sure to add a description in the “About This Template” panel of the menu. This is the only menu panel visitors to your template will see, so it’s important to provide context: what problem this template can help to solve, how it’s meant to be used, what features they may want to pay close attention to when creating their own board from the template, or any useful information you wish to include.
How to use a template
To create a board from a template, click the big green “Create Board from Template” button, which will lead you through a flow to rename your board and choose its team and visibility. Once you hit “create,” that board can be edited and you can invite new members – but the template will remain just the same.
Restricted editing and collaboration
The primary purpose of templates is to provide a jumping-off point for others – not to collaborate. Therefore, team members do not have the ability to edit the template directly unless they’ve been explicitly invited as members on the template. We also hide traditional “collaboration” features like watching, activity feed, and comments on templates.
All these capabilities will reappear if the admin chooses to turn a template back into a board.
Viewing and copying templates
The visibility of your template follows the same visibility of the board it was created from – so if your board was team-visible, it will stay that way when it’s converted to a template (although you can always change it after). Anyone who can view the template will also be able to create a board from it.
Private - only members explicitly invited to your template will be able to view and copy the template.
Team visible - anyone within your selected team can view templates from the Team Boards page (denoted with a “template” badge) and via the share link in the template header.
Company visible (Enterprise only) - anyone within your company can view templates from the Team Boards page (denoted with a “template” badge) and via the share link in the template header.
Public - anyone on the internet (all 4 billion of them!) can view this template via the share link in the template header, and through search engines like Google.
Templates will appear with a “template” badge on your boards page:
Templates on mobile
Templates will appear as normal boards on mobile, with self-join and commenting disabled. You can not invite new members to edit templates on mobile.
Boards can only be turned into templates (and back to boards) on the web. Currently, functionality to create a board from a template is only available on the web. We hope to change that in the future!
What if I still have questions?
We’re happy to help! Reach out to us on our contact page and we can answer any questions or concerns that you might have about templates.