Some processes just work. Because they work, and work well, you want to re-use them again and again. This is where templates come in. You can create templates from cards, backlogs, boards, and even entire collections. This makes it super easy to recreate your best processes and set up new teams in a matter of seconds.

Sometimes it is really important that certain details are always added to a card. If you for instance are reporting bugs, adding client briefs, or doing legal work, some information always needs to be there. With card templates, you can pre-populate cards with any content you might need to make sure nothing is missed. In the image you can see, as an example, what will follow with the template.

You can create a template from any card by opening the card, clicking More..., and Save as card template. Once saved, you can set it so that any backlog or board uses the template for newly created cards by going to the backlog/board menu (⋮), More, and Set card template...

When you create checklists in a card it will also follow through with the template, wherever you want to use it.

When setting up new sprints, epic tracking boards, projects, and more, you can use backlog and board templates to re-use processes that work. Templates will include any workflow rules and layout changes you've made. You can save any backlog or board as a template by going to the hamburger menu, More, and Save as board template... You can now use these templates right from the board creation dialog.

As Favro spreads in your organization, setting up new teams and departments is a breeze with collection templates. By clicking the collection name, Additional options, and Save as collection template..., you now have a one-click way of getting a new team started with Favro.

In addition to the individual options outlined in this article for cards, boards and collections, you can also make use of the Template Editor to create, edit and manage your templates.

Read more about the template editor here.

When creating a new card you can apply a template using the icon displayed on the card.

Templates can also be used together with automation in order to apply them in a specific instance. In this instance only card templates can be used.

When creating new boards you can apply board templates using the Template Gallery option. There you will find your saved board templates.

Same goes for when creating a new collection. Selecting Template Gallery will show you your saved templates as well as a number of premade collection templates from Favro.

There are some limitations for templates that you should keep in mind when setting these up:

If any of the above limits are exceeded, the template will not be saved.