- What does template linking mean?
- Requirements for use
- Step-by-step: Linking a template to a card
- Creating a template if none exists
- Behavior during phase transitions
- Tips & Best Practices
- FAQ
✅ What does template linking mean?
With a template, you can automatically add standardized sub-processes, tasks, and checklists to a process card. This ensures a consistent project structure and eliminates the need for manual creation.
📌 Requirements for use
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Only team administrators and system administrators can create and manage templates.
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The template must already exist in the “Templates” tab of the process board.
📝 Step-by-step: Linking a template to a card
Open or create a process card
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Go to the desired process board.
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Create a new card or open an existing one.
Switch to the “Template” tab
📸 Screenshot shows the “Template” tab inside a process card.
Select template and team
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Choose an existing template and the responsible team.
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Optional: Pre-assign responsible persons.
Link the template
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Click “Generate Template.” The link is then fixed for this process card.
📸 Screenshot shows the “Generate Template” button in the selection window.
📄 Creating a template if none exists
Open process board settings
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In the board, click the small arrow next to the title and select “⚙️ Settings.”
Select the “Templates” tab
📸 Screenshot shows the “Templates” tab in the settings menu.
Create a new template
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Click “+”.
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Assign an abbreviation and a name.
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Optional: Import content from an existing template.
📸 Screenshot shows the “Create New Template” dialog window.
Save the template
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Click “Create.” The template is now available.
📸 Screenshot shows the newly created template in the overview.
Define content per phase
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Select the template and add sub-processes, tasks, and checklists.
📸 Screenshots show the tables for defining sub-processes, tasks, and checklists.
🔁 Behavior during phase transitions
When moving the card, a pop-up appears allowing you to select template content for the new phase.
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Only content for the current phase will be suggested.
ℹ️ Info
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Templates can be edited later. Already linked process cards remain unchanged; changes apply only to new links.
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Use the Form ID to ensure clear traceability between process cards and tasks.
✨ Tips & Best Practices
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💡 Choose clear, descriptive template names for easier selection.
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✅ Assign responsible persons directly in the template to simplify later assignment.
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🔄 Test templates in a separate test board before using them in production.
❓ FAQ
Can I change the template after linking it?
❌ No, the selection is fixed for the current process card after clicking “Generate Template.”
✅ Changes to the template will, however, apply to new process cards.
What happens if I skip a phase?
You will be asked whether to apply template content. Skipping is possible, but no content will be loaded.
Why does no pop-up appear during a phase change?
Check whether content is defined for the new phase in the template.