Templates help you save time and stay consistent when creating new items, such as meeting notes, project briefs, or checklists. You can turn any item into a reusable template.

Templates are created at the workspace level.

To create an item template

1. Open the workspace that contains the item you'd like to turn into a template.

2. Open the item menu by clicking on the three dots ⋮.

3. Select Make template. This item will become available as a template in this workspace.

To use an item template

1. Open the workspace that contains the item template you'd like to use.

2. Click on the red + symbol.

3. Select Templates.

   

4. Select the template you need. A new item will be created from the template.

   

To view all item templates

There are several ways to find all item templates available in the currently open workspace:

• Click on the red + symbol and select Templates.

• Type +templates into the search bar and press Enter.

• Click the Template badge in the top-right corner of a template and select Show templates.

To remove an item template

There are several ways to remove an item template from a workspace:

• Go to the list of all item templates in the workspace, click on the three dots ⋮ next to the template you'd like to remove, and select Remove as template.

  

• Navigate to the template you'd like to remove, open the item menu by clicking on the three dots ⋮, and select Remove as template.

  

• Open the template you'd like to remove, click on the Template badge in the top-right corner, and select Remove as template.