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How to create a board to use as a template for others with a shareable link?

I want to create a board that I can share with my students, with a link to share. Is it possible? Just like the ones we take as template, search and see who made that, I want to create one to share as well.

 

Is it just create a board and then click on a specific button as "create template", like Canva? Or is it just for selected accounts? 

 

Is it free?

 

I hope I expressed myself well. Is the same as making something in Canva and clicking on "link for template" and then other can use and edit what you've done.

1 answer

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Rodolfo Moreira
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Nov 11, 2022

Hi Jéssica, Welcome to Trello !

We offer the ability to create Templates for Premium customers, which are used for creating boards based on the same setup – ideal for replicating a process or workflow. Anyone who creates a board from a template will begin with the exact same content, helping you and your team stick to the structure that you want to use repeatedly.

If you have a free Workspace and don't have plans about having a premium subscription, no worries, any public board can be converted to a template for free so that others in the Trello community (including your students) can benefit from tried-and-tested workflows. 

  1. Create a Trello board.
  2. Set it up the way you'd like it to appear as a template.
  3. Add any co-creators for your template to your board. (Optional)
  4. If you have a free workspace, don't forget to make this board public (If you have a premium membership, skip this step)
  5. From the board's sidebar menu, go to Menu > More and select “Make template”
  6. Convert board to Template.

Screen Shot 2022-11-11 at 16.48.32.png

We also have a variety of pre-formed templates that you are welcome to use or take inspiration from! You can check them out here: Trello Templates.

I hope this helps. Have a nice day. 

Rodolfo Moreira
Atlassian Support - Trello

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