When you create the same card type more then once, it is time to create a card template. Card templates allow you to create a new card from a template, basically copying everything (except for the title) from this template.
Some templates that we use at Placker ourselves:
- Issue template that has a checklist for the issue intake and determining the issue severity.
- Release template that contains relevant links in the description, and a checklist for the operational readiness of the release.
- User story template that contains checklists to group the underlying use cases based on minimum viable, nice to have, ideas.
How to set a card as template:
The first step is to set a card as a template, to do this you can check the 'Use as template' check box on the card itself, like it is shown in the screen recording below.
How to create a card from a template:
Then you can create a card from a template by clicking on the create card button in the lists, like it is shown in the video on how to create a product backlog.
Go directly to the right time in the video: https://youtu.be/vDilloRKZro?t=170
Or you can create a card from a checklist item using a template by dragging the checklist item to a list, like it is shown in the video on how to manage your work across boards.
Go directly to the right time in the video: https://youtu.be/aVFfcT4eq6c?t=157