Shared guide

How to create board templates

Step-by-step guide covering: Click the BoardLeads button; Click here to add a new task; Click the Save as a template option; Click the Save template button.

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Step-by-step Guide4 steps

  1. Click the BoardLeads button

    This action opens the BoardLeads section where you can manage and view your leads more effectively.

    Click the BoardLeads button
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  2. Click here to add a new task

    This action will open a prompt allowing you to enter the details for a new task, which will be added to your leads in the To-Do section.

    Click here to add a new task
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  3. Click the Save as a template option

    This will allow you to create a template from your current board setup, making it easier to reuse this configuration for future projects.

    Click the Save as a template option
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  4. Click the Save template button

    This action saves your newly created template, allowing you to use it for future projects. Ensure that you have selected the desired privacy settings for the template before saving.

    Click the Save template button
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