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Create & Use Templates
Create & Use Templates

Save time by starting with pre-designed layouts tailored to your specific project needs.

Updated over 5 months ago

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.

Use Default Templates

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

Create a New Template

  • Select a Workspace or Folder
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  • 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.

Copy a Template

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

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

Remove Custom Templates

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

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

delete-template.png

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.
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  2. Click on the Triple Dot Menu in the top right corner of the project.
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  3. Click on Add to Template.
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  4. Select the Workspace/Folder you wish to add the template to.
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💡 Note: Projects are not deleted when converted to Templates, a copy of the project is converted into a Template

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

💡 Note: Visit Schedule Templates to learn more.

😊 Helpful Links

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