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Column templates

Do you have multiple workflows that could benefit from using similar column structures? Have you customized a Status Column, for example, with many unique labels that you'd like to use again? Thanks to column templates, you can save and reuse your own tailor-made columns with the click of a couple of buttons!

Follow the steps below to customize and template your favorite columns right away. 👇

 

Note: Column templates are only available on the Enterprise plan.

 

Customize a column

To begin, add any column type you wish to template onto your board and customize it as needed.

For example, in the Status Column below, we've changed the color and text of the labels to represent the means of contact, and changed the column name to "Contacted". 

BC- Customize Status Column.gif

 

Now let's look at a different column type, such as the Numbers Column, for example. Here, you may choose to customize the unit of the numbers displayed. 

BC- Customize Numbers Column.gif

Any customized changes that you make to a column, such as this, will be saved through templating the column!

 

Save it as a template 

Once you've customized your column to your heart's desire, it's time to save it as a template! To do so, click on the three dots next to the column name, hover over "Settings", and select "Save column as a template".

BC- Save Column as Template.png

 

Note: If you have column permissions enabled, they will not carry over in a templated column.

 

From there, you can name your template and add a description. Don't forget to click on "Save column as a template" to complete this process!

BC- Column template name and description.png

 

Note: At the moment, it is not possible to edit a column template that you've created.

 

Use the templated column in your workflow!

After saving a column as a template, you can locate and add it to any board by clicking into the Column Center. From there, search for your templated column or scroll all the way down to the "Column Templates" section to select and add it to your board. 🎉

BC- Add Template Column.gif

 

Note: If the templated column was created inside a closed workspace, it will appear only in the Column Center for that workspace's members.

 

That's all for now! With these three simple steps, you can easily create a template out of your favorite customized columns and implement them in any workflow. 🎉

 

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