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Moving a template from one board to another

Hello! I would like to move a template I built to a different team for broader use in the org (outside my personal team that I originally built it for). The team I built the template in is a business class board, while the team I'd like to move it to is the free version; however, I didn't use any business class features or power ups. Is there a way to do this without losing my work? When I went into the template settings, and selected 'change board' I got a warning that moving the template out of a paid team will convert it to a board. I am hoping that if I do that I can then reconvert it back to a template, but I'm hesitant to do it in the event I can't! Looking for any thoughts!

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Esme Crutchley
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Jan 10, 2020

Hi @Kristen Lebsock 

Is it a template card or board you're looking to move?

Esme :)

Esme Crutchley
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Jan 13, 2020

Hi @Kristen Lebsock 

Okey dokey, if you go to 

  • Show Menu (top right of the board)
  • Click 'more'
  • Click 'Copy board'
  • Then pick what you want the new board to be called and where you want the new board to be
  • You can pick if you want the cards and templates to be carried across as well

Hope this helps, let me know!

Esme :)

Hello! 

It will not allow me to move a template I made from my one board to another board. I can select the board I want to move the template to, but it won't let me click MOVE. 

 

Can anyone help?

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