Template Variables are a way to automatically copy selected information from a parent card to certain child cards. This is done by including one or more of the following placeholders in a template card’s “name” or “description” fields. Whenever a template is attached, placeholders are replaced by the value given Read more…
Processes for Trello allows you to handle complex, reoccurring processes in a consistent way by defining process template like “employee onboarding”, which you later can attach to repeating tasks (like, in this example, on every new employee hire). By design, templates are flexible enough to support deviations or improvements on Read more…
Trello recently introduced a new feature called board and card templates. Don’t get confused, they are not related to the Processes for Trello Power-Up and work in a different way. Trello’s board templates provide a predefined list structure, which can be applied to newly created boards, so you don’t have Read more…
Process templates live on a separate workspace board, which can be configured in the Power-Up settings. By changing the according permissions for members to the template board, you can control who is allowed to edit or create new process templates. In order to instantiate new processes from a template, members Read more…
Process templates are predefined sets of tasks which can be used accross one or multiple boards of a workspace to quickly start new process instances. They reside on a dedicated “template board”, which basically is just an ordinary board in your workspace with follows a particular structure as described below. Read more…