Save board configurations as templates. Spin up new projects in seconds with pre-built column structures, groups, and task lists.
Convert any existing board into a reusable template with one click. The template captures the full column configuration, groups, default values, and optionally the task items themselves. Your best-performing campaign setup becomes the starting point for every new campaign, ensuring consistency and reducing setup time from hours to seconds.
Browse your agency's template library organized by category — client onboarding, social media campaigns, website builds, SEO audits, ad production. Each template includes a description and a preview of its structure. New team members can spin up properly configured boards without needing to learn the agency's conventions from scratch.
When you create a board from a template, you can choose which elements to include — columns, groups, tasks, or just the structure. Override default values, rename groups, and adjust dates relative to a start date. The template is a starting point, not a rigid constraint, so every project can be tailored while still inheriting proven workflows.
Update your templates as your processes improve. When you refine a workflow, save the updated version without affecting boards that were already created from the old version. This means your agency's operational playbook evolves over time, and new projects always get the latest and greatest setup.