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

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.   


1 answer

0 vote
Francis Peixoto Community Champion 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.

Suggest an answer

Log in or Sign up to answer
Atlassian Community Anniversary

Happy Anniversary, Atlassian Community!

This community is celebrating its one-year anniversary and Atlassian co-founder Mike Cannon-Brookes has all the feels.

Read more
Community showcase
Published Monday in Trello

Using Trello to manage events

As a Jira power user, I was at first doubtful that Trello could benefit my workflow. Jira already uses boards (ones you can customize!), so why would I even need to use Trello?! In this post you will...

528 views 8 9
Read article

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you