Make things easier! Keep the structure of your favorite Spaces, Projects, and Lists at your fingertips to quickly organize your next set of tasks

List Templates

How to save List templates

  1. Locate the List you would like to save as a Template
  2. Click the List's ellipses in the sidebar
  3. Select the Save as Template button

This reveals granular options for your List Template

  • Pick a name for your new Template
  • Include everything or simply create a skeleton

How to load List templates

  1. Click the ellipses on a Project in the sidebar
  2. Select the List from Template button
  3. Fill out the name of your new List
  4. Select your existing Template
  5. Choose what to include (import) with the List

Project Templates

How to save Projects as templates

  1. Locate the Project you would like to save as a Template
  2. Click the Project's ellipses in the sidebar
  3. Select the Save as Template button
  4. Choose a name and include everything or simply create a skeleton
  5. Here you can choose to save the Custom Statuses you're using in this Project

How to load Project templates

  1. Click the + icon beside the PROJECTS list heading in your sidebar
  2. Select the Templates tab to provide the name of your new Project and the Template that it will be created from
  3. Choose what should be imported into the new Project

Space Templates

How to save Spaces as Templates

  1. Select the Space you would like to save as a Template
  2. Click the Space's ellipses in the sidebar
  3. Select the Save as Template button

How to load Space templates

  1. Click the + icon beside the Spaces list in your sidebar
  2. Select the Templates tab to provide the name of your new Space and the Template that it will be created from
  3. Choose what should be imported into the new Space

How to Delete a Template

  1. Click a Project or List's ellipses in the sidebar
  2. Select the Save as Template button
  3. Hover over the template you want to delete in the Select Template dropdown
  4. Click the red X to delete

Remapping Due Dates

Preserve the time-to-complete intended by your Due Dates without having to manually update them each time you create from a Template. Here's how it works!

Custom Status Templates

Save and reuse custom statuses in Projects and Spaces throughout your entire team. 

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