Create a template and add automations for board specifically

Question

hi,

I want to create a template that i would like to use for a customer. I have premium membership myself. customer free membership

following steps have been taken

- create a board with automations in my premium workspace

- made it a template with public visibility (should it be different)

- copy the link of the template in the browser and create a board from template in a new free test workspace.

the crazy thing... literally all my own automations and buttons can be seen and activated. also the ones that are not active in the template. not a single automation is activated. not even the ones that were active in the template

how can i share a template with only those automations activated in that template instead of my whole workspace?

thank you so much!

Barbara Regan · Answer

Hi Femke, Did you ever find a way to do this. I have the same problem.

Femke Lucassen · Answer

That is worth the try! Thank you!

Gaurav Kataria · Answer

You can create an automation library and then share it with your client so that they can run those automations using their account. https://support.atlassian.com/trello/docs/working-with-command-libraries/