• Open board → 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.