Templates

Templates let your team start new documents from a consistent starting point — a meeting-note skeleton, a decision record, a project brief — instead of a blank page.

Manage templates

Go to Settings → Templates to:

• Create a template (title, body content, optional emoji/icon).
• Edit an existing template.
• Duplicate a template as the basis for a new one.
• Delete templates you no longer need.

Templates are stored per team, so everyone starts from the same building blocks.

Use a template

When creating a new document, choose a template to pre-fill its title and body. You then edit the document normally — the template is a starting point, not a linked master, so later changes to the template do not alter documents already created from it.

Permissions

Creating and managing templates is gated by the template.* capabilities — see Permissions & groups. By default, Editors and above can manage templates; everyone who can create documents can use them.