How to use board and card templates
Drag allows you to save both boards and individual cards as templates to easily replicate recurring workflows and tasks — helping your team move faster with less manual setup.
Whether you're managing sales pipelines, customer support, hiring, or content calendars — templates are designed to give your team a head start, so you don’t have to build from scratch every time.
👉 Board Templates = Full boards with structure and task examples
👉 Card Templates = Single cards with predefined content and formatting
Board and card templates are available to users on the Drag Plus and Pro plans. You can read more about our plans here.
Board Templates are pre-built boards (also called Workspaces) that come with pre-defined information so you don't need to add recurring information to your boards over and over.
Built a board that works perfectly for your team? You can save it as a template for future use. Here’s how:
Open the board you want to save.
Click the dropdown menu next to the board title on the top-left.
Select “Save as Template”.
Give it a name and a description and click on save.
A blue banner will appear on the top of that board showing that it is a board template.
Below is a table detailing what information will be saved on the template and what will not be carried out to the template:
Just the steps below to create a new board from a board template:
Click the ➕ button in the sidebar to create a new board.
Choose Create board from template.
Select the desired template that matches your workflow and click Next.
Invite team members, if applicable, otherwise, click on Next.
If you don't need a board template anymore, or create a template by accident, you can delete it by following these steps:
Open the board template you want to delete.
Click the dropdown menu next to the board title on the top-left.
Select “Convert to non template”.
Card Templates follow the same logic as board templates but apply to individual cards instead of entire boards. They’re perfect for recurring tasks that follow a similar format — like onboarding steps, checklist reviews, or feedback requests.
Card Templates include:
Tags
Color codes
Checklists
Notes
Custom fields
📌 Card Templates are a fast way to replicate structured tasks without manual setup — and can be used in combination with board templates for maximum efficiency.
To save a card as a template:
Open the card you want to save as a template
Click on Template Center button on the top bar
Select "Save card as template"
Type a name and description for the template and click "Save".
There are 2 ways to apply a card template:
Open the card you want to apply a template to
Click on Template Center button on the top bar
Select "Apply existing card template"
Select the template you want to apply and click "Apply template".
Go to the Drag dashboard > Automations
Create a new automation rule
In the action section (Then...), select the action "Apply card template"
A new dropdown menu will load with your saved card templates. Select the desired one and click "Create".
📌 When you apply a card template to a card that already has checklists, notes, tags, color codes, or custom fields, all existing information will be replaced by the template’s content.
To delete a card template:
Open the card template you wish to delete.
If you are unsure which card is a template, open any non-template card on the same board, click Template Center, then choose “Apply existing card template.”
You’ll see a list of all templates on that board — click the open in new tab icon (top right) to view any template in detail.
Click Template Center and select Update card template or Convert to non template.
Still have questions? Our team will love to help at support@dragapp.com.
Whether you're managing sales pipelines, customer support, hiring, or content calendars — templates are designed to give your team a head start, so you don’t have to build from scratch every time.
👉 Board Templates = Full boards with structure and task examples
👉 Card Templates = Single cards with predefined content and formatting
Board and card templates are available to users on the Drag Plus and Pro plans. You can read more about our plans here.
Board templates (for full workflows)
Board Templates are pre-built boards (also called Workspaces) that come with pre-defined information so you don't need to add recurring information to your boards over and over.
How to save a board as template
Built a board that works perfectly for your team? You can save it as a template for future use. Here’s how:
Open the board you want to save.
Click the dropdown menu next to the board title on the top-left.
Select “Save as Template”.
Give it a name and a description and click on save.
A blue banner will appear on the top of that board showing that it is a board template.
Below is a table detailing what information will be saved on the template and what will not be carried out to the template:
| Information | Copied to template? |
|---|---|
| Columns | ✅ |
| Task cards | ✅ |
| Tags | ✅ |
| Custom fields | ✅ |
| Historical conversations (eg email, WhatsApp) | ✖️ |
| Live chat messages | ✖️ |
| Activity log | ✖️ |
| Board members / card assignees | ✖️ |
| Due dates | ✖️ |
| Board settings (eg. reply permissions, default sender, etc) | ✖️ |
| Board automations | ✖️ |
| Files | ✖️ |
| Merged cards | ✖️ |
How to create boards from a template
Just the steps below to create a new board from a board template:
Click the ➕ button in the sidebar to create a new board.
Choose Create board from template.
Select the desired template that matches your workflow and click Next.
Invite team members, if applicable, otherwise, click on Next.
How to delete a board template
If you don't need a board template anymore, or create a template by accident, you can delete it by following these steps:
Open the board template you want to delete.
Click the dropdown menu next to the board title on the top-left.
Select “Convert to non template”.
Card templates (for recurring tasks)
Card Templates follow the same logic as board templates but apply to individual cards instead of entire boards. They’re perfect for recurring tasks that follow a similar format — like onboarding steps, checklist reviews, or feedback requests.
Card Templates include:
Tags
Color codes
Checklists
Notes
Custom fields
📌 Card Templates are a fast way to replicate structured tasks without manual setup — and can be used in combination with board templates for maximum efficiency.
How to save a card as template
To save a card as a template:
Open the card you want to save as a template
Click on Template Center button on the top bar
Select "Save card as template"
Type a name and description for the template and click "Save".
How to apply a card template to a card
There are 2 ways to apply a card template:
Manually
Open the card you want to apply a template to
Click on Template Center button on the top bar
Select "Apply existing card template"
Select the template you want to apply and click "Apply template".
Automatically
Go to the Drag dashboard > Automations
Create a new automation rule
In the action section (Then...), select the action "Apply card template"
A new dropdown menu will load with your saved card templates. Select the desired one and click "Create".
📌 When you apply a card template to a card that already has checklists, notes, tags, color codes, or custom fields, all existing information will be replaced by the template’s content.
How to edit or delete a card template
To delete a card template:
Open the card template you wish to delete.
If you are unsure which card is a template, open any non-template card on the same board, click Template Center, then choose “Apply existing card template.”
You’ll see a list of all templates on that board — click the open in new tab icon (top right) to view any template in detail.
Click Template Center and select Update card template or Convert to non template.
Still have questions? Our team will love to help at support@dragapp.com.
Updated on: 23/06/2025
Thank you!