Using Templates
Jumpstart your work with pre-built templates for common use cases.
Browsing Templates
- Go to Templates from the main menu
- Browse by category
- Preview templates
- Click "Use Template"
Template Categories
Project Management:
- Product launch
- Sprint planning
- Roadmap
- Bug tracking
Marketing:
- Campaign planning
- Content calendar
- Social media schedule
- Event planning
Software Development:
- Software development lifecycle
- Code review workflow
- Release management
- Documentation
Design:
- Design system
- User research
- Design critique
- Asset library
Creating Custom Templates
- Build your ideal project structure
- Go to Project Settings → Save as Template
- Name your template
- Add description and tags
- Choose visibility (private or team)
- Click "Save"
Template Variables
Use variables for dynamic content:
{{project_name}}- Auto-fills project name{{start_date}}- Sets timeline dates{{owner}}- Assigns creator{{team}}- Adds team members
Sharing Templates
Share with others:
- Private: Only you can use
- Team: All team members
- Organization: All workspaces
- Public: Anyone with link
Managing Templates
Edit or delete templates:
- Go to Templates → My Templates
- Find your template
- Click the three dots menu
- Select "Edit" or "Delete"
Importing Templates
Import from:
- JSON file
- Template gallery
- Other workspaces
- Third-party integrations
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