Installing & inheriting board templates

Board templates let one org publish a reusable kanban — list structure, sample cards, color palette — that other orgs can install in one click.

Browsing templates: open the Marketplace and look for the Boards category. Pre-built examples include sales pipelines, onboarding checklists, sprint boards, and federal proposal trackers.

Installing: click Install on any template. A new board is created in your org with the template's lists, cards, and label palette copied over. By default, the new board "inherits updates" — when the template author publishes a new version, your board syncs automatically.

What gets synced: lists are matched by their stable templateListId; cards by templateCardId. Lists or cards you've added locally (with no template id) are preserved across syncs — only the template's own items update. Cards the template author removes are deleted from your board on the next sync.

Stopping inheritance: open Settings on the board and toggle off "Inherit template updates". Your board stays where it is; future template revisions won't touch it.

Publishing your own template: go to Boards, open the board you want to share, and click Settings → Publish as template. Set a name, description, category, and visibility (private / public, free / paid). Once published, the template appears in the Marketplace for other orgs to install.