Reuse a Board in the Same Workspace
If you want to use a board as a template to reuse within a workspace, create a duplicate of the board which will include the status column settings and labels. Duplicating a board is very useful if you use the same work process in different boards, minimizing time for customizing each board. You can also include cards when duplicating a board, for example, to duplicate a repetitive work process.
To create a duplicate of a board:
- Navigate to the board you want to duplicate.
- Click the options menu icon and select Copy board.
- Select if you want the associated cards to be duplicated as well.
- Click Duplicate.
- A new board is created with the name of the original board preceded by Copy of.
When you copy a board with cards, nearly all attributes of each card will be duplicated with one notable exception; cards connected to activities will be duplicated, but card duplicates will not have a connection to any activity. All board settings are copied including board access rights settings.
Reuse a Board in Another Workspace
Define boards and cards in a template to reuse a board's workflow settings, or cards, to support a repetitive work process between workspaces. When you create a new workspace based on a template, the new workspace will be populated with the boards and cards you have defined.