You may use templates for any content you'll need to repeat.

  • Recurring tasks (like meetings, checkins, etc.)
  • Standardized processes (customer qualification, KO call, employee onboarding, and so on.)

How to find and create templates

Templates are accessible from the bottom of the left sidebar. Templates will be available to use and edit by everyone in your team.

You can also create templates from a doc, directly. Click on the three dot "More" actions menu in the top right to find the "Save to templates" action.

Did this answer your question?