How To Copy A Trello Template To Your Own Board

How To Articles

Rephrasing:
Replicating a Trello template onto your own board can be a time-saving method to simplify the process of organizing your projects. Trello is a widely used project management platform that enables you to create boards, lists, and cards for effective task tracking and team collaboration. In this article, I will lead you through the steps of duplicating a Trello template to your own board, and also offer some personal input and comments throughout the process.

Step 1: Finding the Perfect Template

The first step to copying a Trello template is to find the perfect template that suits your needs. You can browse through the Trello template gallery, which offers a wide variety of templates for different purposes such as project management, event planning, or personal goal tracking. Take your time to explore the templates and choose one that resonates with your project or task.

Step 2: Opening the Template on Trello

Once you have found a template that you want to copy, open it on Trello by clicking on the template card. This will open the template board in a new tab or window, allowing you to view all the lists, cards, and details of the template.

Step 3: Creating a New Board

Now that you have the template open, it’s time to create a new board where you will copy the template. Click on the “Board” button located at the top right corner of the template board, then select “Create new board”. Give your new board a descriptive name that reflects the purpose of your project or task.

Step 4: Copying Lists and Cards

Once your new board is created, it’s time to start copying the lists and cards from the template board. Begin by selecting the first list in the template, then click on the “Copy List” option. A dialog box will appear asking you to choose the destination board for the copied list. Select your newly created board and click “Copy”. Repeat this process for each list in the template.

Next, go through each card within the lists and copy them to the corresponding lists on your new board. To copy a card, click on the card to open it, then click on the “Copy” button located on the right-hand side of the card. Choose the destination list on your new board and click “Copy”. Continue this process until all cards from the template have been copied to your new board.

Step 5: Making Personal Touches

Now that you have copied the template to your board, it’s time to add your personal touches and customize it to fit your needs. Trello offers various customization options such as changing the background color, adding labels, due dates, attachments, and comments to the cards. Take some time to go through each card and make the necessary adjustments to make the board your own.

Conclusion

Copying a Trello template to your own board can save you a lot of time and effort when organizing your projects. By following the steps outlined in this article, you can easily copy a template, add your personal touches, and customize it to suit your specific needs. With Trello’s intuitive interface and powerful features, managing your tasks and collaborating with your team has never been easier.