Templates
To ease process standardization and work pace, Teamhood allows users to create several types of templates — board, workspace and item templates. Here is how to create and manage each of them.
Board Templates
The main building block to standardize and reuse while working on Projects in Teamhood is the Board. You can save any existing board or project as a template and reuse it whenever you start similar work.
A board template captures everything inside the board:
- items
- views
- tags
- custom fields
- automations
Templates can be saved as private or public. Private templates are visible only to their creator; public templates are available to everyone in the account.
When you create a new board, you can pick from Teamhood’s general templates, your own private templates, or any public template in the account. This is the fastest way to standardize a recurring project type — a new client onboarding, a building phase, a product release — without rebuilding it each time.
💡 You can still simply clone a board if you only need a one-off copy. Templates are the better choice when the same structure will be reused repeatedly or by other people.
Workspace Templates
Workspace templates allow you to standardize and replicate your process easily. To do so for one of your workspaces, open the ‘Workspace settings’ and choose ‘Save as a Template’. After doing this, you will be able to choose your saved template when creating a new workspace.
Use this to recreate the process for similar projects or scale the process to other teams.
Item Templates
To help you work quicker and more efficiently, Teamhood allows you to create work item templates. By doing so, you will be able to pick from the predefined templates when creating any new items.
To create a new template, you will first need to create the template work item. Once you’ve added everything you wanted, open the work item details and choose ‘Save as Template’. Define the template name and you are all set.
You can use the work item templates when creating both – parent and child-level work items.
If you want to change the template name or delete any of the templates, open the Workspace settings and then choose ‘Item templates’.
An alternative option for item templates
You can keep exemplary items in the row which is called “Templates” and once in need simply clone them. This allows an easier way to maintain templates if they tend to change often.
Predefined Item Templates for Board or Row
Once you have created a few item templates, you can set them as a default for a specific board or row. To do so, open the quick action menu next to the board or row name (3 dots) and then select ‘Settings’.
Here you will see a dropdown menu that allows you to pick which template is used as a default for that board or row. You can later change this to a different template or choose not to use a template at all.
Templates Library
Workspace and board templates all live in one templates library, so you do not have to remember where a template was saved in order to find it again.
From the library, the person who created a template — and any Account Owner — can:
- rename the template,
- update its description, and
- delete it once it is no longer needed.
Keeping the library tidy matters as an account grows — a clear name and description are what stop colleagues from picking the wrong starting point. See roles and access rights for who holds Account Owner permissions.