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DaleGa
Level 2
March 27, 2023
Solved

Copy Boards or Create a Board Template

I have a board that I want to reuse much like a project template.  I don't see an option to either create a board template nor to even copy an existing board.  Can someone point me to a video or workaround.

    NicholeVargasAccepted solution
    Employee
    March 28, 2023

    @dalega It looks like this same question was asked in the Ask the Experts - Agile in Workfront discussion thread. In short, yes this feature is coming. A user will be able to copy a Board. In addition, a user should be able to save a board as a template and then share it out with other users.

    HERE is a link to the Ask the Expert session recording and slide deck for reference as well! 

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    5 replies

    NicholeVargasAccepted solution
    Employee
    March 28, 2023

    @dalega It looks like this same question was asked in the Ask the Experts - Agile in Workfront discussion thread. In short, yes this feature is coming. A user will be able to copy a Board. In addition, a user should be able to save a board as a template and then share it out with other users.

    HERE is a link to the Ask the Expert session recording and slide deck for reference as well! 

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      ColbyTa
      New Participant
      March 5, 2025

      Has the copy/duplicate function been released yet or is there a time frame when it will be available? I'm not able to locate this function so assume still not released. 

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      Ben_Adobe
      Employee
      March 6, 2025

      Hey @colbyta. We do not have a timeline for when the copy/duplicate board function will be available. It's part of a list of enhancements we've outlined for boards but doesn't have a current date. 

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      Madalyn_Destafney
      Madalyn_Destafney
      New Participant
      March 28, 2023

      Hi there, it's not available yet and I don't know the timeframe, but you WILL be able to copy a Board or use a Board as a template. I'm afraid I don't know a workaround in the interim. 

      If you found this answer useful, please mark correct to help others : )

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      If this helped you, please mark correct to help others : )
      AbbyB24
      New Participant
      June 15, 2023

      Hello! Any update on timing for this? 

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