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Is there a way to create a "New Board Template to standardize labels, custom fields and automation?

Sarah Huerta
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March 6, 2024

When a member of our staff creates a new board for a project, we want there to be consistency with labels, custom fields, and some automation. I'm looking to create a "New Board" template so people don't have to recreate all of these things. I know it's possible for a template to have labels and custom fields, but what about automation? Will automation carry over when someone copies the template board, or does it need to be built all over again?

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Tymek March 7, 2024

@Sarah Huerta 

Automations (except for the board buttons and card buttons) are set up for all the boards in the workspace, so they will appear in all the newly created boards.

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