Professional and Team Edition users have the ability to create and manage organization templates that can be used for all teams within the organization.

Creating Templates

There are three locations that can be used to create Board Templates.

Board Details Page

From the the Board Administration Page...

in the details tab...

...an Organization Administrator can create a Board Template by clicking the "Save as Template".  The user will then be able to specify a name and description of the template and click OK to save the template.

Board Options Tab

Within the Board view page, an Organization Administrator can open the Options tab and select "Save as Template" option in the top right section of the tab.  The user will then be able to specify a name and description of the template and click OK to save the template.

Template Management

The final location from which you can create a template is within the Template Administration page within the Organization Administration module.  To access this module must be setup as an Organization Administrator.   To access the Board Templates management pages, click the top level Administration link from the Board Listing page.  Then select the Board Templates tab.  From this tab, you will be able to click the "Create from existing Board" link and specify the name, description and Board that you would like to use as the template.

Managing Templates

From the Board Templates administration screens, an Organization Administrator can create, edit template metadata, and delete Board Templates. 

Editing the Name and Description

Once a template has been created, an administrator can modify the name and description of the template from the Board Template administration screen.  From this screen, the administrator will be able to click the corresponding Edit icon to switch the template into edit mode.  Within the edit mode, the administrator can modify the name and description of the template.  To save the changes, click the Update button. To discard the changes, click the Cancel button.

Deleting a Template

Templates can be deleted from the Board Templates administration screen.  From this screen, the administrator will be able to click the corresponding Delete icon to remove the template.  The administrator will be asked to confirm the delete and after conforming, the template will be removed.  Note:  Removing a template that was used to create a board will have no effect on that board.