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Template a list

Hi Guys,

Im new to using Trello. Just wondering how we can template a list.

We use the same list for every project so it would make sense to template them.

2 answers

2 accepted

2 votes
Answer accepted
Hannah Morgan Community Leader Jun 13, 2021

Hey Nathan! Do you manage all projects in one board? So each list represents a project, and all the cards within that list are all deliverables relating to that project? If the deliverables follow a similar format for each project, you could create a list, call it "Template", add all the necessary cards in there, and then each time you start a new project, you could just copy the list and then rename it with the project name. You can copy a list by selecting the ellipsis in your list and then "copy list". The list could be on the far left, all the way on the right of the board, or even on a different board!

If you wanted to automate the list being copied, you could use Butler (now known as "Automation"). One way to trigger that automation is by creating a board button like so:

Template list.gif

Hi Hannah, no i wanted them on different boards. Could i do this on different boards?

Hannah Morgan Community Leader Jun 13, 2021

So do you mean each board is its own project, so the question is how to template the whole board? If you're on the paid version of Trello, you can turn a board into a template, so that way when you go to create a new project, you can either start from scratch or start from a template.

If you're on the free version of Trello, you can just create a regular board, call it "Template Board", and copy from that board whenever you start a new project. When creating your template board, you can either build it from scratch or just copy an existing board if that board already has all the lists, labels, custom fields set up and just ensure to not copy the cards over.

0 votes
Answer accepted

@Nathan Mellor 

Did this for a client but instead of static list, he can built a dynamic lists - by first selectively collect all the cards into a checklist. For him, he assigns a member and the card is sent to the individual’s board where Butler will use the checklist to create all the cards needed for that work assignment. The cards becomes subtask to the main card that was sent over - with cardlinks etc to facilitate overall completion of the task. 

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