How to use board templates
Drag allows you to save boards as templates to easily replicate them, which is particularly useful if you have recurring workflows.
With this feature, you can set up entire workspaces in just a few clicks. 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 your workflows from scratch.
Board 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”.
Still have questions? Our team will love to help at support@dragapp.com.
With this feature, you can set up entire workspaces in just a few clicks. 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 your workflows from scratch.
Board Templates are available to users on the Drag Plus and Pro plans. You can read more about our plans here.
What are board templates?
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 templates
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”.
Still have questions? Our team will love to help at support@dragapp.com.
Updated on: 02/05/2025
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