Agile (PLANTA pulse)

_BoardTemplateFunktionen_TemplateBoard

  • Open board → _BoardTemplateFunktionen_TemplateBoard | id (42 en)_BoardTemplateFunktionen_TemplateBoard Sidebar...More

  • In the Board Menu, select the option Save as Board Template.

  • Enter a title for the board template.

  • In the listbox Template Group, select the group into which the template is to be added in the Projects panel.

  • Select whether cards and members of the board are to be copied to the board template.

    • Comments on cards are never copied to the board template.

  • Click Save.

  • The new board template opens.


Notes

  • Board templates can only be created within a project.

    • If a board is not part of a project, the option Save as Board Template is missing from the board menu.

  • When a board is saved as a board template, the original board remains unchanged, i.e. no conversion takes place.