Didn't find what you need?
Contact us


Templates let you create an item or document one time and then reuse it over and over again.

This is useful for documents, lists or tables you use often.

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