Create & Use Templates

What Are Templates?

Templates are pre-designed, customizable layouts that provide a structured framework for organizing and capturing information in a project. They will help you save time, improve productivity, promote consistency, and enhance creativity. All templates are shared automatically with everyone in the Workspace or Folder.

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Use Default Templates

• Create a new Project inside a Workspace or a Folder
• Select one of the templates organized into categories (left navigation bar)
• If you don't see the right template, use the search bar to find more options
• Click Create and get work done!

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Create a New Template

• Select a Workspace or Folder
• Click on the drop down icon and select Templates.

• Click ➕ Create a template to create a custom template for the selected

• Start typing to enter an Edit mode.

💡 Note: The Add-ons Menu is disabled in the Edit mode.

• Once you're done editing the new template, return to your Workspace/Folder and click ➕ New project. The template will appear in the Custom Templates category.

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Copy a Template

You can reuse your custom templates across different workspaces and folders:

1. Go to a Workspace/ Folder➡ Templates tab.
2. Hover the cursor over the template you want to copy and click ···.
3. Click Copy Template.
4. Choose the target Workspace/ Folder.

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Remove Custom Templates

Follow the steps below to delete any templates you no longer use:

1. Go to a Workspace/ Folder ➡ Templates tab.
2. Move the mouse cursor of the template you want to delete and click ···
3. Choose 🗑️ Delete Template from the dropdown list.

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Convert Projects To Templates

Did you realize a project you created would work great as a template? Follow these steps to convert your project into a template.

1. Go to a Project you wanted converted to a Template.
2. Click on the Triple Dot Menu in the top right corner of the project.
3. Click on Add to Template.
4. Select the Workspace/Folder you wish to add the template to.

💡 Note: Projects are not deleted when converted to Templates, a copy of the project is converted into a Template

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Schedule a Template

You can schedule the template to create projects automatically, for a one-time creation on a specific date and time or to have it recur at regular intervals (e.g. every day at 8:00 a.m. a project using the template will be created). Here's how it works:

1. Open a workspace or folder.
2. Navigate to the Templates tab at the top.
3. Click the 🗓️ Schedule button underneath the template you want to schedule.
4. Choose the frequency and time.
5. Click Schedule to confirm the changes.

💡 Note: Visit Schedule Templates to learn more.

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