Creating and using templates

Templates are files created with reusable content which you can quickly add to another file or use as a starting point when creating a new file.

Create a new file from a template

To create a new file based on a template, click + From Template in the file selection menu and select a template from your own folder or browse and select one from the Community Templates:

Import a template into an existing file

If you want to import a template into an existing file, click Import Template in the three dots menu (  ⋮ ) in the top right corner, then choose a template:

If the template has a custom color theme added to it, you will be asked if you want to apply it to the entire file or keep the previous theme. If at any point you change your mind about the colors of your file, you can always change its color theme.

You can also add templates to your board straight from the toolbar menu:

Custom Templates

Create a new template

To create a new template, go to Templates & Themes, click New Template, and choose a file type:

You can also add a custom color theme to your templates. Learn more about themes and how to add them to templates here.

Create a template from an existing file

If you already have a file that you'd like to use as a template, you can simply copy or move it to your Templates & Themes folder.

Save a file as a template

You can easily save your favourite or most used files as templates for your team to reuse again. Simply click Save As Template in the three dots menu (  ⋮ ) in the top right corner:

Your template will be under the  Templates & Themes section of your workspace and can also be found in the template browser when importing a template or creating a new file from a template. 

Unsure where to start?

Check out our Community Template Gallery for some ideas and inspiration.