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Creating Boards from Templates

Create a new board using a template to get started quickly with professional structure.

B
Written by Bhumika
Updated over a month ago

Steps

  1. Navigate to Templates in the Dashboard

  2. Browse or search for your desired template

  3. Click the template to preview it fully

  4. Review the template content and layout

  5. Click "Use template" to create a new board based on the template

  6. Name your new board in the dialog box

  7. Optionally add description or tags

  8. Click "Create" to generate your new board

  9. The template opens with all sample content intact

  10. Begin editing content to match your project needs

Notes

  • Template boards are independent - editing doesn't affect the template

  • All sample content can be deleted or kept as examples

  • You can create unlimited boards from the same template

  • Save your customized version to create a personal template library

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