Start from a template or switch on a recipe

Make a working board, suite, check, plan or design from a ready template, or switch on an automation.

In short

A template makes something that works the moment you use it, on example data that is safe to change. It can be a board, a test suite, a data check, a plan, a design, a role and more. A recipe is different. It is one switch for an automation that starts working as soon as it is on. Both are on the Templates page.

Before you start

Who: anyone signed in with the product on. Recipes are read-only for people who may not change them, and the page says why.
Plan: a template is made like anything you make by hand, so your plan's limits apply. It is made whole or not at all.
First: choose the workspace in the header; "Goes into" shows where it will be made.

Steps

Use a template

Open "Templates" in the workspace menu, or "Start anything" at the foot of the Products menu. Each product also offers "Start from a template" or "Use a template" where it is empty.
In "Show templates for", pick a product, or keep "All". "Search templates" finds one by name.
Press "Use template" on a card. "What is inside" shows what it makes.
In the sheet "Use ...", check the "Name" (filled in) and "Goes into" the workspace, then press "Create" - or "Open" for a report or an assessment.

Result: it is made and opens, ready to run or to read. A plan template adds its items to your calendar from today; a report or an assessment only opens, and nothing is saved until you save it.

Switch on a recipe

On the Templates page, open "Recipes" in the switch "Templates and recipes". The page is titled "Automations you can switch on".
In an organization, "For the whole organization" lists its recipes. For a board, pick it under "Board": "On a board" lists that board's recipes.
Turn a recipe's switch on. It starts at once; turn it off and it stops.

Result: the recipe works by itself. Nothing is deleted when you switch it off.

What each product offers

Good to know

A template is made the way you would make it by hand: your plan's limits and your access apply, and it is made whole or not at all.
Templates for the testing products point at the built-in sandboxes, so a fresh account gets a first real result. Point them at your own system afterwards.
An intake form template makes its board and a form open to your workspace only; a public link is a later, deliberate choice.
Recipes are read-only for people who may not change them, with the reason shown. A workspace without a board is told to make one: "Make a board".

If something goes wrong

"... could not be used.": the template could not be made, often because a plan limit is full. Free some room or change the plan, then try again.
A product is missing from "Show templates for": it is off for you or your plan leaves it out.
No recipes listed: none is offered in this workspace yet.

/help/home/getting-started
/help/api-testing/start-from-a-template
/help/analytics/report-recipes
/help/boards/board-rules