Hi,
I'm trying to find a way that I can setup some boards, cards, etc in a certain way and take a snapshot of it. Then each month I can go through the various things to track my duties. At the start of the next month, I need a way to reset everything back to how it was so I can start over and track the next month's worth of stuff.
Is there any way to do this?
Thanks.
Hi MB,
You can create Monthly versions of boards then archive them after end of the month when you have captured a snapshot of it. To recreate or start over without the hassle of setting them all up manually, you can make use of board templates or card templates.
We have a community template gallery where you can go through different board setups and workflows according to different use cases: https://trello.com/templates
For more information on how to use these templates: https://support.atlassian.com/trello/docs/community-template-gallery
For Premium or Enterprise members, you can also create your own board templates to easily replicate a process of workflow with the same structure and content:
https://support.atlassian.com/trello/docs/creating-template-boards
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