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
- Open any view's
Save as a Template
- Add your template name, description, and sharing settings
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.
- Create your desired view
- Open the view's
- Select a template card to preview
Default View Templates
Let us know if you have any suggestions to make this feature even better on our feedback board here!