Creating Custom Templates

Create and design a board that you want to use as a template

Clean up the board by removing project-specific content

Keep structure, formatting, and sample elements

Once satisfied with the design, click the board menu

Select "Convert to Template" from the options

Name your template descriptively (e.g., "Swimlane Flowchart Template")

Add a category assignment (Diagramming & Mapping, Engineering, Software & IT, etc.)

Write a brief description of the template's purpose

Add tags for searchability

Set Template Thumbnail by upload if you want any specific image or use default board image as a thumbnail.

Select who can access template.

Click "Publish Template" to make it available as a custom template