Save a view and quickly re-use it across any Space, Folder, or List in your Workspace.

Plus, you can even set who has access to Templates!

Which templates do I have access to? Does everyone have access to templates I create? 

You'll see any templates that have been shared with you - or templates that you created yourself. By default, a template is shared with all members of your Workspace. You'll decide who has access to a template when you save the template. 

How to Save a View Template

Saving a view Template
  1. Open any view's ... menu

  2. Click Template Center

  3. Click Save as a Template

  4. Add your template name, description, and sharing settings

  5. Click Save

Save as new Template

Note: Tasks are not saved in view templates. To save tasks, use task templates.

How to Load a View Template

To load a template, you first need to create a view. After you create a view, you'll be able to load any templates that are the same view type. 

  1. Create your desired view

  2. Open the view's ... menu

  3. Click Template Center

  4. Select Browse Templates

  5. Select a template card to preview

  6. Select Use Template

Browse Templates

Default View Templates

Set default views in a Space by choosing a template. When new views are created, they'll also use the template's view by default.

Let us know if you have any suggestions to make this feature even better on our feedback board here!

Did this answer your question?