Flag Tasks as Templates

In Trello, move task/project to the Someday column (leftmost), then create and assign or add a label called TEMPLATE to a task/project.

Your Templates List

Copy Them First Remember to copy Templates to the Someday column (leftmost) before using them. Otherwise, you won’t have one the next time you need it. In Trello, the Someday column (leftmost) is also your Templates List.

Project Templates

Creating Templates Here are the steps for making and using templates: In the Someday column, create the Template. Create a task (card) with a good name, followed by the first step: New Prospect / Record info in contacts list Next Steps. Enter the full list of next...