Can I change a template after starting?

Yes. A template only decides the starting lists, fields, labels, checklists, and automations. All of them are edited in workspace settings afterwards, and nothing is locked.

Why do all boards in a workspace share the same lists?

So that Table view, Portfolio, and Global Work can compare boards directly. Two boards with the same stages and fields roll up into one report; two boards shaped differently do not. Boards that genuinely need their own structure can be standalone boards instead.

Do templates include sample cards?

Most do, a handful per list, so the board is not empty on the first visit. Archive or delete them once real work is on the board.

All board templates

Sales workspace

Sales CRM template. A complete workflow, ready to adapt.

Sales teams managing new business, renewals, expansions, and partner opportunities.

Use this template Preview the workflow

Workflow stages: 7
Custom fields: 5
Labels: 5
Automations: 3
Checklists: 0

Workflow preview

See how work moves from Leads to Follow-up.

The template creates a board named Pipeline with the stages shown below. It starts clean, ready for your team’s work.

01Leads

02Qualified

03Proposal

04Negotiation

05Won

06Lost

07Follow-up

Built-in structure

The context your team needs, already attached.

Fields and labels are shared across every board created in this workspace, keeping filtering, Table view, and Portfolio reporting consistent.

Custom fields

5 fields included

Field	Type	Options
Deal Value	Number	Free entry
Close Date	Date	Free entry
Stage Confidence	Select	HighMediumLow
Account Owner	Person	Free entry
Source	Select	InboundOutboundReferralPartner

Labels

5 ways to classify work

New BusinessRenewalExpansionAt RiskPartner

Use these labels to surface work by responsibility, type, or outcome without adding more workflow stages.

Repeatable execution

The process does more than organise cards.

Reusable checklists standardise important work while editable rules handle routine workflow updates.

Workspace automations

When a card enters "Won", mark it complete, and remove the "At Risk" label.
When a card enters "Lost", mark it complete, and remove the "At Risk" label.
When a card enters "Follow-up", add the "At Risk" label.

Open the Sales CRM workspace
with the structure already in place.

Use this template Browse all templates

No card required, 30-day Pro trial, free plan available after it

Sales CRM template. A complete workflow, ready to adapt.

See how work moves from Leads to Follow-up.

The context your team needs, already attached.

The process does more than organise cards.

Workspace automations

Compare another workflow.

Development Team

Marketing

Simple Todo

Open the Sales CRM workspacewith the structure already in place.

Open the Sales CRM workspace
with the structure already in place.