mirror of
https://github.com/wekan/wekan.git
synced 2025-12-17 16:00:13 +01:00
81 lines
No EOL
3.3 KiB
Markdown
81 lines
No EOL
3.3 KiB
Markdown
[VIDEO ABOUT HOW TO USE BOARD TEMPLATES](https://www.youtube.com/watch?v=K0_cP85Bvas)
|
|
|
|
[More about templates explained here](https://github.com/wekan/wekan/issues/3127#issuecomment-634348524)
|
|
|
|
[Templates feature requests and bugs](https://github.com/wekan/wekan/issues?q=is%3Aissue+is%3Aopen+templates+label%3AFeature%3ATemplates)
|
|
|
|
***
|
|
There is currently:
|
|
- [Per-user templates](https://github.com/wekan/wekan/issues/2209), it works as described below.
|
|
- Card hamburger menu / Copy Checklist Template to Many Cards
|
|
|
|
At [Roadmap](https://boards.wekan.team/b/D2SzJKZDS4Z48yeQH/wekan-open-source-kanban-board-with-mit-license) of xet7, Maintainer of Wekan, these already have [some funding](https://wekan.fi/commercial-support/):
|
|
- [Collapsible Swimlanes with count](https://github.com/wekan/wekan/issues/2804)
|
|
- [Single fixed list titles static at top of swimlanes view](https://github.com/wekan/wekan/issues/2805).
|
|
- [Main Boards/Organizing Boards/Nested Tabs](https://github.com/wekan/wekan/issues/2796) + [Shared templates](https://github.com/wekan/wekan/issues/2209) + [Top Level Projects](https://github.com/wekan/wekan/issues/641).
|
|
- [Teams/Organization Templates](https://github.com/wekan/wekan/issues/802).
|
|
- [Bug: Board templates aren't created automatically whenever the user was created by REST API or OAuth2](https://github.com/wekan/wekan/issues/2339).
|
|
|
|
These don't yet have [funding](https://wekan.fi/commercial-support/):
|
|
- [Notification Email templates](https://github.com/wekan/wekan/issues/2148).
|
|
- [Email templates](https://github.com/wekan/wekan/issues/2022).
|
|
- [Import and Export Checklists](https://github.com/wekan/wekan/issues/904).
|
|
|
|
At Roadmap of some other Wekan Contributors:
|
|
|
|
- Prettify email notifications.
|
|
|
|
***
|
|
|
|
# Current Per-User Templates Feature
|
|
|
|
## 1) All Boards page, top right: Templates
|
|
|
|
### a) Create Card templates
|
|
|
|
1. Create a new list to Card Templates Swimlane
|
|
2. Add template cards to that new list.
|
|
|
|
### b) Create List templates
|
|
|
|
1. Create Lists to List Templates Swimlane
|
|
2. Add cards etc content to lists.
|
|
|
|
### c) Create Board Templates
|
|
|
|
1. Create List to Board Templates Swimlane.
|
|
2. Create Card to List that is at Board Templates Swimlane
|
|
3. Clicking black folder icon on that card goes to your new Board Template full screen view.
|
|
4. Add content to your Board Template
|
|
|
|
## 2) Insert new Cards/Lists/Boards from Templates
|
|
|
|
### a) Insert Card Templates
|
|
|
|
1. Go to some board.
|
|
2. Click Add Card. (Do not write card text).
|
|
3. Click Template.
|
|
5. Write new Title for template card you are planning to add.
|
|
4. Search for Template Card name or see that Template Card name is visible.
|
|
6. Click that Template Card.
|
|
7. Now Template Card is inserted with your new title.
|
|
|
|
### b) Insert List Templates
|
|
|
|
1. Go to some board.
|
|
2. At right edge or all lists, click Add List. (Do not add list name).
|
|
3. Click Template.
|
|
4. Write new Title for Template List you are planning to add.
|
|
5. Search for Template List Name or see if Template List Name is visible.
|
|
6. Click that Template List Name.
|
|
7. Now Template List is inserted with your new title.
|
|
|
|
### c) Insert Board Templates
|
|
|
|
1. Go to All Boards.
|
|
2. Click Add Board. (Do not add new board name).
|
|
3. Click Template.
|
|
4. Write new Title for Template Board you are planning to add.
|
|
5. Search for Template Board Name or see if Template Board Name is visible.
|
|
6. Click that Template Board Name.
|
|
7. Now Template Board is inserted with your new title. |