Templates

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. J

ust 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

Works well with...

  • Slash Commands → Use /template or /add from template to insert structures instantly while writing. Pair with formatting commands like /h1 or /todo to keep every instance clean and ready to use.
  • Text & Block Formats → Design templates with styled headers, paragraphs, and dividers for clarity and readability. Each new entry keeps your hierarchy intact and visually consistent.
  • Boards → Create board-based templates for visual workflows - like content calendars or sprint planners - so every new board starts with the right columns, cards, and structure.
  • Mirrors → Use mirrors inside templates to pull in live data - such as active projects, resources, or team notes - ensuring your templates always reflect current information.
  • Colors & Formatting → Incorporate color, highlights, or styled text into templates for visual cues that make repeated structures easier to scan and maintain.