Templates

Turn any item or document into a template you can reuse.

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When to use

Templates in Workflowy help you save time and stay consistent by reusing structures you rely on.

Whether it’s a meeting agenda, weekly planner, or project checklist, you can turn any set of bullets into a template.

Just duplicate or mirror it whenever you need it - no need to start from scratch.

Templates keep your workflows fast, repeatable, and tailored to how you work.

Create a template

There are two ways to turn an item and its contents into a template.

The first way is to add the hashtag '#template' to the item, and the second way is to use the item menu.

  1. Add the '#template' tag to the item
  2. Collapse the item
  3. Click the ’New …’ button to create a blank template

Edit a template

You can edit a template at any time.

Note: Removing the '#template' tag will turn the item back into a regular item.

  1. Expand the the template item to view its contents
  2. Edit the contents of the template or the template name
  3. Collapse the item

Insert a template

You can insert any template in your account with the 'Add from template' slash command. This slash command will search your entire account for all items with the #template tag.

  1. Place your cursor where you want to insert a template
  2. Type '/add from template' or simply '/template' and hit enter to select the slash command
  3. Search for your desired template
  4. Select it to insert it
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