Hi! I am trying to automate the creation of a board using a template. However, when I select the automation the only template available to me is “Project Workspace”. I need to be able to select our custom templates in order to select the template I want. The board being created is “private” as team members will be added later in the process.
Hi Kim,
In case you haven’t done it, you have to “make” the board a template by clicking the three dots, then More Actions > Save as template. When you do the automation, make sure you select “Create board from template” then it should show up. This is my workflow.