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Using Custom Templates created in one team with other teams for same account


Bhaskar Wunnava

Hi,

I have created few custom templates in One team board but i am unable to see them in another team’s boards.  Is there a possibility that i can use the same templates in other team boards

Best answer by Kiron Bondale

@Study Agile -

Custom templates are specific to a single team. 

If you wish to have access to the same custom template in a different team for all of its projects and boards, the workaround is to create a new board using the custom template, save a backup of that board to an RTB file, go to the other team, restore the backup of the RTB file, and then create a custom template in that team using the restored board.

Hope that is clear!

Kiron

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Kiron Bondale
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  • May 7, 2020

@Study Agile -

Custom templates are specific to a single team. 

If you wish to have access to the same custom template in a different team for all of its projects and boards, the workaround is to create a new board using the custom template, save a backup of that board to an RTB file, go to the other team, restore the backup of the RTB file, and then create a custom template in that team using the restored board.

Hope that is clear!

Kiron


Bhaskar Wunnava

Thank you Kiron it worked 


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