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
...menu - Click
Template Center - Click
Save as a Template - Add your template name, description, and sharing settings
- Click
Save
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
...menu - Click
Template Center - Select
Browse Templates - Select a template card to preview
- Select
Use Template
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!