Can I make a list a template?

[Caitlin F]

Hello,

I see how to make a CARD a template, and checklists WITHIN cards can be templates (I think?) but can you make a list a template?

I work in grant management. I follow a defined procedure for proposal review - a checklist, yes - but I don't like that checklists only show up as a numeric number of boxes (i.e. checkbox 2/12) in a card. It also doesn't make sense spatially to me to have a list with only 1 squished card vs. having all the tasks "drop down" vertically via cards.

The way I have it set up now is that each list represents a different proposal. Each card represents a different task/action taken on the proposal. When the proposal review is finished, I archive the card.

Should I keep a "template" list that I "copy" if there's no way to make it officially a template within Trello? Is there some functionality I'm missing? Thank you!

[Iain Dooley]

@Caitlin F there's no official "template list" functionality but copying a list works the same. The only real difference between a copying a Trello card and having a Trello card template is that Trello card templates can be archived and you can still easily create new cards from them.

[Caitlin F]

Thank you Iain! It would be helpful if we could have Trello list templates that could be archived and still be able to easily create new cards from them. There's a certain satisfaction from a perfectly empty board, right? Hahaha. Hopefully Atlassian considers the option.

[milynnus]

@Caitlin F 

Definitely. I got the going for several clients. We can talk offline.