Create a board from a template
Save time by starting from a ready-made template. When you click New board, you see a gallery of models by category (project management, marketing, product and software, HR and operations). Pick one and the board comes ready with its sections, colored typed columns and a few example rows. You can also start from scratch.
A template is a ready-made board: instead of building everything from scratch, you start from a model with the sections, the right columns and a few example rows. It is the fastest way to kick off a new project.
- Open Projects in the menu and click New board.
- The template gallery opens, with models grouped by category.
- Click the template that fits your work. The board is created right away and you land inside it.
- Adjust anything you want: rename the board, change section names, edit the columns and example rows, or delete what you do not need.
Categories and models
- Project management: Project plan, Quarterly roadmap and Portfolio tracking.
- Marketing: Content calendar and Campaign plan.
- Product and software: Product roadmap, Backlog and sprint, and Bug tracker.
- HR: Recruitment pipeline and Employee onboarding.
- Operations: Team tasks and Request queue.
Each card shows a short description and a preview of what the model creates (how many sections, columns and rows). The content comes in your language.
Start from scratch
At the top of the gallery there is a Start from scratch option: give it a name and create a blank board, with the default groups and columns, to set up your way.