As you flow cards on your board, you might realize that some cards follow a similar pattern. This is when you can save time by creating a card template.
As you can see in the screenshot above, a card template looks similar to a typical card, but with a few exceptions. For example, you will not see card actions such as Favorite, Block, Move, Copy and Archive, as well as the Comments card interaction. When editing a card template, you will clearly know that it’s a card template because of the red badge labeled “This is a card template”.
Once you save your new card template it will appear under your Board Settings in a list that you can use to set important options. You can use this area to create additional card templates or manage your existing ones.
When your board users create a new card, they will see a new option (see screenshot below) that says “Add from Template”. Selecting one of the available templates will not only save time, but it will also respect the format and information that you require for this type of card.
Please find below a short video to illustrate the concept of card templates…
For step by step instruction on how to use card templates, please read this knowledge base article.
We also created a way to use these card templates to set a recurrence. This means that if you need a card to be created on a schedule, we have you covered with the add-on called Recurring Cards.
Already Using a Collaboration Solution?
Seamlessly migrate your data to Kanban Zone. Our team of experts will ensure a smooth transition and assist you every step of the way. We can assess your current setup, design your ideal system and help you migrate your work.
See for yourself why it’s worth the switch.
