Hello. I have a board I created in another account that is fully functioning with a team and I don't want to move it, however I want to be able to create a copy or template so I can further develop the structure. Am I able to do this without making any changes to the board in its current workspace?
Hi @Kate 👋
Welcome to the Community! So, it depends on your current Trello plan but there is an option to make the board you're talking about a template....
"Within Trello Business Class and Enterprise Workspaces, boards of all visibilities can be turned into templates. Additionally, any public board can be converted to a template so that others in the Trello community can benefit from tried-and-tested workflows. From the Board Menu, select More and then select Make template. (You must be an admin of the board to see this option.) Turning the board into a template will hide comments and activity, but members will remain on the template."
Read more here >> https://help.trello.com/article/1187-creating-template-boards
I hope this helps but always here if you have any other questions!
All the best,
I am in a similar situation and I'm not sure the answers provided fully solve my issue.
I have been invited to a board that I have not created. other people from my organisation are part of this board that we use to track project progresses. I have an enterprise workspace.
I have been given the task to make this board "better". In order to do this I need to try few things to see if they work and I don't want to mess with the original board too much or make any change that will be reflected on the original board without me controlling it. This is why I was hoping to be able to make a copy of the board on to my workspace and be the only one to be able to see it or work on it until I have something I am happy to release/implement on the original board. I don't particularly want to make a template or move the board or change anything to it I just want a copy.
Is it possible to simply do a copy from workspace 1 (shared workspace) and paste it to workspace 2 (my workspace) and be the only person to see/edit that copy?
Congratulations to @Laura Holton , our latest winner of Taco Tuesday! And thanks to @Kristjan Geir Mathiesen - Origo for sharing the picture of Taco having fun with his new friend...
Connect with like-minded Atlassian users at free events near you!Find an event
Connect with like-minded Atlassian users at free events near you!
Unfortunately there are no Community Events near you at the moment.Host an event
You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events