In this article, we will show you how to create a Board Template from an existing Board?
Note: Only Template Admins may create Board Templates.
In the Board Toolbar, click the Board Settings icon to open the Board Actions Menu.
Go to Board Template and click “Create”.
Enter the desire Board Template Name and select the initial Board Criteria to apply to the Template. Kindly note that only Criteria compatible with Parameter Passing feature are available.
Click the “Save” button to confirm Board Template creation.
Visual Guide (To enlarge, right-click and open in new tab)
To continue learning about Board Template, please follow the link back to the Board Template Index.
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