Use Trello board templates
5 min
Beginner
By the end of this lesson, you'll be able to:
- Explore Trello’s template library
- Select a Trello template to match your workflow
- Create a board from a template
What are templates?
A template is a board that has already been created and has pre-configured workflows. Trello has templates for business, project management, meetings, and more.
To see all templates available to you:
- Select Templates in the main navigation bar.
- Choose a top template or explore more templates from the community.
👇 Here's how you can access Trello templates.
Explore community templates
👇Click the tabs below to explore some examples.
Warren is a manager at a local media company. His team is getting ready to launch a new website. He’d like an easy, visual way for his team to track and organize their work. He decides to use the Project Management template. It comes pre-loaded with workflows that will help him organize information, track statuses, and reduce bottlenecks.
Use a board template
The visibility settings of a board determine who can access a template created from the board. For example, if the board is visible to Workspace members, any Workspace member can create a board using that template; however, if the board is private to only you and you create a template, only you can use that template. Members can star their favorite templates for easy access when creating new boards.
You can create a board from a template from either the Create button in the global Trello header or from the Create board from template button in the template banner above a board template.
👇 Click the tabs to see the two ways to create a board using a template.
To create a board from the global header:
- Click the Create button from the global header.
- Select Start with a template from the dropdown.
- Select from your starred templates, top recommended templates, or click Explore templates to browse or search for a template.
- Click on a template to review its description and confirm it meets your needs
- Click the Use template button in the top-right corner of the template window.
- Give the board a title, select a Workspace, and set its visibility.
- Check whether you want to keep the board cards or template cards, then click Create.
👇 Click “Create” to start with a template.
Let's review!
Review these questions and see if you understood the key concepts in this lesson:
- What are the benefits of using a template, versus creating a brand new board?
- Browse the templates at trello.com/templates. Identify at least one template that could benefit you today.
How was this lesson?
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Best practices for using a Trello board
- Use keyboard shortcuts to move quickly
- Sort cards the way you want
- Copy items to save time
- Search for what you need
- Use views to visualize your work
- Try it yourself
- Let's review!