Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

Is there a way to share a template for someone else to use?

Chris Zuniga
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
November 22, 2018

I created a Trello board for a specific workflow that I would like to send to a friend.  I am not collaborating with her on this, nor do I want her to make changes that will affect me.  I just want to send her a template she can use at her discretion.  

Is there a way to do this?  Thanks!

1 answer

1 accepted

0 votes
Answer accepted
Jodi LeBlanc
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
November 22, 2018

Hi @Chris Zuniga you can make a copy of your board then turn it to public, share the link with her, she can then make a copy of the board and then you can close the board afterwards, or leave it public and submit as a Trello Inspiration board:

www.trello.com/inspiration

Let me know if this helps,

Thanks,

Jodi

Chris Zuniga
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
November 23, 2018

Fantastic! Yo u're awesome Jodi!  Thanks for the help. :)

Jodi LeBlanc
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
November 23, 2018

Thanks so much Chris - I am happy I could help :)

Have a fantastic day!

Jodi

Like Guido_Romeijn likes this
omarbortolato
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
August 7, 2022

Hi   @Jodi LeBlanc it seems it's no more possible to submit new templates now. Is there any way to share a personal template? 

Jodi LeBlanc
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
August 9, 2022

It appears that making a board into a template is now only for the paid version of Trello. You could create a board, make it public and then invite individuals to the board. They could then choose copy board in the menu options and then have their own individual "template" that is private to them. 

renee wright
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
September 26, 2022

mM...   I have a course and want to share a template for them to copy for themselves but I am not paid any longer.  

Neil Pollard August 12, 2023

I am currently paying and the option still seems to have disappeared for me! Very frustrating - waiting on a response from the community

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events