A Board template is created by clicking on the “+” icon in the top rigth corner.
Once you do this, a sidebar will open. Here you can fill out all the basic information your board template needs.
Once your done, click on “CREATE” or “CREATE AND OPEN” depending on what you want to do next.
If we click on the “CREATE AND OPEN” button a blank board template will open.
Here we can create the complete structure of the template we want to use in the future. This structure includes stages, tasks, task relations, and duration, as well as input and output documentation.
Once we create an active board from the template, we’ll be able to assign responsibility, add documents and set actual start and due dates.