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

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