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How to use templates in Placker to create boards, cards and lists
How to use templates in Placker to create boards, cards and lists

How to copy a board or use templates

Gustavo Simões Braga avatar
Written by Gustavo Simões Braga
Updated over a week ago

This article shows you how you can use templates in Placker to create boards, cards and lists

When you manage process boards and wish to have consistency in your cards, it can be really helpful to have standard data in cards whenever they are created.

Templates are a simple but effective way of having a card with key information that will be used as a model for new cards and making sure that no details are forgotten.

You can use a card or a list template to create pre-defined cards and lists that can be used as a starting point when you create cards.

View templates

Template views allow you to create, save, and reuse layouts for your pages. This will save you time and ensure consistency across your pages.

When you click Add view / Explore more views, there will be a variety of categories and options to choose from. For example, there are reports related to Agile that help you check the sprint status and check the total story points estimated.

Our team created these templates based on successful cases of users that are benefiting from customized Placker views to achieve better organization and visibility levels on their projects.

If you need a different kind of template or want to share your own practices, please send us a message.

Board templates

Set board as a template

If you have a whole board that contains information that will be useful to be used as a template, click the title of the board to open its details and click the option "use board as template".

You can see all boards set as template in an organization when you click "Templates", next to its title.

Add new boards selecting a template

To create a new board based on the template you created before, click "add board" button in overview page, then "template".

After that, click "template" dropdown to choose the template that was saved before.

Copy board settings

Another option is to copy the board by adding a board and select 'copy board'. When you copy a board you can also set what you like to copy. You can select, for example, to not copy the member assignment or card attributes.

When the board is copied, it is available on the overview page, you can see in the screen recording below that it is exactly copied.

Note: boards created with this method will not be synced with Trello automatically. To have it both in Trello and Placker, you will need to export it following the steps in this article: https://help.placker.com/en/articles/3114803-export-a-board-to-trello-and-disconnect

Default board organization templates

If you use template boards in your organization, you can set one of the boards as a template and open the organization settings to set it as the default for new boards. From now on, when you create or import a board in the organization, the board settings from the template board will be applied to the created or imported board.

In the following recording, you can see where to click to implement this feature:

Setting cards as a template

Any card or list can become a template by selecting the 'Use as template' checkbox on the detail panel.

Click on a card or a list to open the detail panel, make sure to click on 'Show settings' to view the setting and then check the 'Use as template' checkbox.

When you make a card a template in Trello, this option also applies to Placker, and vice versa, as you can see in the GIF below:

Creating cards from a template

When there are templates available, you will get the option to select a template whenever you create a card or a list. The screen recording below shows how to create a new card from a template, first in the board view, then in the Gantt view (clicking the plus sign next to a list).

All attributes from the card will be copied from the template, including dependencies between the checklist items, should you have them.

Default card templates

It is possible to set a template card to be the default when creating a new card.

In the example below, we are working on a production board and the "Standard order" card contains a description with text to be adapted when we create a new card. It also has a default label and checklist items.

This card will be set as the default card template. To do this:

  1. Open the card and set it as a template

  2. Open the board settings

  3. Open the overview tab

  4. Select the default card template and save changes

The recording below shows the steps to achieve this:

When a new order comes in from a customer, it will already have the elements and attributes of the template, and we can simply make changes that are specific to this case.

Also, when you mirror a checklist item to become a card in this board, the default card template will be applied, but it's also an option you may change.

Questions, issues and feedback

If the steps above weren't clear or if you followed them and couldn't get anything done, please reach out to us using the chat button at the lower right corner of this page.


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