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Templates

Templates let you save board structures, field configurations, and group layouts so you can reuse them when creating new projects or boards. They help standardize workflows across your organization.

Board Templates​

A board template captures:

  • Groups — Column/section structure (e.g., To Do, In Progress, Done).
  • Fields — All custom field definitions and their configuration.
  • Views — Saved view configurations (filters, sorts, column visibility).
  • Automations — Automation rules defined on the board.

Items are not included in templates by default, but you can optionally include sample items.

Saving a Board as a Template​

  1. Open the board you want to save as a template.
  2. Click the ... menu in the top bar.
  3. Select Save as Template.
  4. Enter a template name and description.
  5. Choose whether to include sample items.
  6. Choose the template scope: Personal (only you can use it) or Organization (available to everyone).
  7. Click Save Template.

Using a Board Template​

When creating a new board within a project:

  1. Click + Add Board.
  2. In the creation dialog, select From Template.
  3. Browse available templates and select one.
  4. The new board is created with all the template's groups, fields, views, and automations.

Project Templates​

Project templates capture the full project structure:

  • All boards and their configurations.
  • Field schemas.
  • Group structures.
  • Automations.
  • Optionally, sample items.

Saving a Project as a Template​

  1. Open the project settings (gear icon).
  2. Click Save as Template.
  3. Configure name, description, and scope.

Using a Project Template​

When creating a new project, select From Template and choose the project template. All boards within the template are recreated in the new project.

Managing Templates​

Navigate to Settings > Templates to view and manage all templates:

  • Edit — Update the template name, description, or configuration.
  • Preview — See the template structure before using it.
  • Duplicate — Create a copy of a template.
  • Delete — Remove a template (does not affect boards/projects already created from it).
  • Share — Change a personal template to an organization template, or vice versa.

ProBeya provides a gallery of built-in templates for common use cases:

  • Sprint Planning
  • Bug Tracker
  • Content Calendar
  • Product Roadmap
  • CRM Pipeline
  • Employee Onboarding
  • Event Planning
  • Marketing Campaign