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List templates

Reuse Lists in your Workspace when setting up new projects for your team!

What you'll need

Create a List template

You can save a List as a template to reuse it for future projects.

To create a List template:

  1. Create a List.
  2. Add tasks, views, and Automations that you would like to save as a template.
  3. In the Sidebar, click the ellipsis ... next to the List name.
  4. Select Templates.
  5. Click Save as Template.
  6. Choose a name, add a description, and select sharing settings.
    Screenshot of someone saving a template.
  7. Choose your Import options.
  8. In the lower-right corner, click Save.

Apply a List template

Repeat processes and recreate workflows by applying List templates. Once a List template is applied, it cannot be undone.

To use a List template, you'll need permission to access the List that was used to create the template. This includes private and deleted Lists.

To apply a List template:

  1. From the Sidebar, click the ellipsis ... next to a Space, Folder, or List.

    Finding a List template from the List settings menu creates a new List in the same Space or Folder.

  2. Select Template Center.
  3. Click Browse Templates.
  4. Search for a template. You can also filter for List templates using the left sidebar.
  5. There are two ways to apply the template:
    • Select a List template. Choose to customize which information you want to include when applying the template and click Use Template to finalize.
    • Immediately append the template to your List by hovering over the template and clicking Quick Use.

Update a List template

Update List templates to stay up-to-date with your processes. Once a List template is updated, the template cannot be reverted to its previous state.

  1. Apply a List template to an existing or new List.
  2. Make any changes and updates to the tasks, views, and Automations.
  3. Click the List settings ellipsis ... in the Sidebar.
  4. Select Templates.
  5. Click Update existing Template.
  6. Search for and select the existing template you want to update.
  7. Click Next.
  8. You can rename your template and update its sharing and import preferences.
  9. In the lower-right, click Save.

Delete a List template

Delete List templates you no longer need.

Deleted templates cannot be recovered from the Trash.

  1. Open the Template Center.
  2. Select the template you wish to delete.
  3. In the template preview, select Delete template.

Set a default task template for a List

Automatically apply a template to all new tasks created in a List.

Actualización

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