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Row Templates

Row templates let you pre-fill column values when creating new rows, ensuring consistent data entry across your team. Instead of manually setting the same fields every time you add a row, create a template that populates default values automatically.

What Are Row Templates?​

A row template is a saved set of column values that can be applied when creating a new row. For example, a "Bug Report" template might pre-fill the Priority to "High", set the Type to "Bug", and assign a default team member. Templates save time and reduce errors by standardizing how new rows are created.

Creating a Template​

  1. Open the Create Row dropdown in your board table.
  2. Click Manage Templates to open the template manager.
  3. Click Create Template and give it a descriptive name (e.g., "New Feature Request", "Weekly Check-in").
  4. Select which columns to include and set their default values.
  5. Save the template.

The template is now available in the Create Row dropdown for anyone with access to the table.

Using a Template​

When creating a new row:

  1. Click the Create Row dropdown arrow (not the main button).
  2. A popover appears listing all available templates for the current table.
  3. Select a template. A new row is created with all the template's pre-filled values.
  4. You can edit any of the pre-filled values after creation -- templates set initial values, not permanent ones.

Managing Templates​

Open the Manage Templates dialog to see all templates for the current table. From here you can:

  • View template details -- See which columns are included, when the template was created, and who created it.
  • Delete a template -- Remove templates that are no longer needed. A confirmation dialog prevents accidental deletion.

Each template displays the number of included columns, the creation date, and the author, making it easy to identify and organize your templates.

Tips​

  • Create templates for recurring row types -- If your board tracks multiple kinds of items (bugs, features, tasks), create a template for each type.
  • Include only relevant columns -- Templates do not need to fill every column. Include only the fields that should have a default value.
  • Use descriptive names -- A good template name tells users exactly what kind of row it creates without needing to inspect the details.

Next Steps​