Create a Card Template
It would be nice to have the ability to save a card template. I have projects that I need to go through my board every week and I would like to not have to re-imput on the information into a new card and re-set my "to-do-list' every week.
There are two options available in SwiftKanban help with this -
1. “Clone a Card”
- You can create a card on the board with all information you’d like to have available each time a new card of that type is created – and keep it as a “template”.
- Each time you have to create an actual card to work on, select the “Options” menu on this template card – and select the “Clone card” option – and you will get all the details in the new card.
2. To-Do List Template
You can also go to the Board Editor and the “Configure” each card-type to set up a standard set of tasks (To-Dos) for each card type. Every time someone then creates a card on the board, you automatically get the set of To-Dos you defined for that card type.