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Trello Users - Does anyone know how to make a Board template?

Richard Arnold May 10, 2017

I am a sales and marketing consultant and have created a Board I call Chief Marketing Officer.  

It has cards, checklists, etc that cover then entire spectrum of sales and marketing needs any business would need.    

I want to be able to make a full copy of this Board for each new client as a starting point for customizing for their needs - without going through the exhaustive process of building it from scratch.  

I don't think Trello can accommodate this now, but wanted to see if anyone has any time saving suggestions for me.   

 

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Francis Peixoto
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May 10, 2017

you should be able to copy or duplicate any board on your account. I have several template boards that relate to project management, and I simply copy a board when a start a new project.

Richard Arnold May 10, 2017

thanks!

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