Templates

Templates are ready-made cards for things you do often: a bug report, a weekly review, a packing list.

Save a template

Open a card that looks the way you want (title, description, checklist, labels, priority, repeat) and choose Save as template (also in its right-click menu).

Use a template

• The template button (a small layout icon) next to + Add card in any bucket.
• In Quick add, pick it from the template list.

The new card gets everything from the template. A repeating template keeps its repeat rule and sets its own first due date.

Manage templates

Settings > Templates lists them with how many checklist items and labels each has. Click a name to rename it; the trash deletes it.

Board templates

For a whole board layout (buckets, labels, fields, look), use New board with this layout on an existing board. It copies everything except the cards.