Template Cards

[ruhatch]

It would be good to have template descriptions that we can add to cards on a board.

For example, if we're using it to track puppies we're training, we could have:

Name: Age: Breed:

as a markdown template to use on every card

[jakobroehrl]

Would that help, too? https://github.com/nextcloud/deck/issues/1813

[juliusknorr]

We could consider having something like this similar to the github saved replies:

[stefan-niedermann]

@juliushaertl your proposal would fit for comments, because they are personal, but templates for cards should be something that is bound to a board. I would compare it more to GitHub templates, like you are using in this repository. They could be defined in the board details and add default description & tags when creating a new card (if this is gonna implemented).

[jakobroehrl]

@juliushaertl @jancborchardt What do we want here? Some text snippets on the board to add them to a card description?

[Dubidubiduu]

First I want to explain my current use case (why I'm looking in this issue again). Then there is the shortcoming.

My current use case (bla bla bla) We're working on political proposals. We have to discuss these, grade the proposals and then also writing those in a few different versions (different length). Right now, this happens with OnlyOffice/Excel. Actually Excel, since OnlyOffice/CommunityDocumentServer isn't stable working for us again.

Of course it's hard to add a text edit process in a huge excel table with not so fit users.

So I thought, what's about also doing this - or most of it - with our most favourite app, right?

We have a lot functionality we could use (comments, assign a user, notification, tagging, commenting, linking cards ...)

There are a few things to consider, e.x. using existing boards and add a few labels and lists, and the use also a special label and filtering to somehow keep track of cards relevant to this project; or create new boards, with the shortcoming of already having boards with that fields (e.X. agriculture at federal level).

And also there a few real shortcomings:

• How to get a proper overview of cards in different boards, also with reading the content/comments of a few of them at a glance.
• Giving the user an idea what information is wanted (finally: templates) to get the proposal/card done. (my text versions)

Shortcoming

• text snippets for card description/comments based on boards

So I would like to have a title and textfield to create/edit these text snippets and they should be used on card description and also on the comments.

That way, it is more flexible and we don't need to think again when someone wants a text snippet for comments.

Also if it's needed to difference between card description/comments snippets it's easy to just title prefix.

From the user point of view, a maybe later added personal text snippets, maybe defined by boards or deck wide, should also be shown in the same dropdown menus at card description/comments.

ps: Clone/Copy card is of course a help for smaller things but a little bit ugly/user unfriendly when you spin it bigger.

[z0rgster]

I want to make a suggestion from a UX standpoint. The way I envision this would enable quite a lot of cool new possibilities.

The side menu of each board would get two new tabs called "Templates" and "Settings".

The "Templates" tab would be a little like the "Tags" tab. The board admins (and optionally users as well) can create card templates in there which consist of several optional properties:

• Title
• Tags
• Assigned People
• Due Date (relative)
• Description (Markdown-formatted)

When a user creates a new card with the "+" button on a list, he should be able to make use of a template quickly. That could be either: a) Have a "Template" button next to the "+" button. This would take away space for the list title though. Or b) have a "Template" button next to the right-arrow button when the to-be-created card is spawned in the UI. Or c) make use of the smart picker when typing a "/" as first character in the card title.

The "Settings" tab I mentioned would be the new home of the current deck settings (those sitting on the bottom left) in one section and additional settings like "Recurring Tasks" in additonal sections. The "Recurring Tasks" feature would basically spawn a specified card template in a specified list in a specified time/date pattern. There could also be a default template that will always be used when a user creates a new card. This could maybe set and enabled/disabled by the user or optionally be enforced by an admin.

I would also propose an additional option for the context menu of the cards: With a "make template" action, a user could simply take a prepared card and turn it into a template. This could be an alternative to or a replacement of the "copy card" feature that is requested since quite a while.

I know these are quite a lot of things at once but I'd be happy to hear your feedback :)