Templates

Overview

Templates let you save an entry's structure — its content, properties, icon, and cover image — as a reusable starting point for new entries. They're scoped per type and per space, so each type can have its own set of templates.

Templates also support variables — placeholders that get filled in automatically or prompted when you create an entry from the template.

Saving an Entry as a Template

1. Open any entry in the editor
2. Click More Options (three-dot menu) in the entry header
3. Select Save as Template
4. Give the template a name (must be unique within the type)
5. Click Save

The template captures the entry's current content, properties, icon, and cover image. Changes to the original entry after saving don't affect the template.

Creating Entries from Templates

When creating a new entry, you can choose a template:

From the Sidebar

1. Click the + button next to a type
2. If the type has templates, you'll see a list — pick one, or choose New {Type} (no template) for a blank entry

From Quick Capture

1. Press Cmd+E or click the Quick Capture button
2. Select a type — if it has templates, the dialog drills into a template picker
3. Choose a template or select the blank option

If the template has custom variables, a prompt dialog appears asking you to fill them in before the entry is created.

Template Variables

Variables are placeholders in a template's content that get resolved when an entry is created. They appear as amber-colored chips in the editor when template mode is active.

Built-in Variables

Built-in variables are resolved automatically — no user input needed.

Custom Variables

Custom variables have a name you define (e.g., {{client_name}}, {{project_code}}). When someone creates an entry from the template, they're prompted to fill in each custom variable before the entry is created.

Inserting Variables

1. Open an entry and enable template mode by clicking the braces icon ({}) in the editor header
2. Type / to open the slash menu
3. Select a built-in variable or Custom Variable to insert one
4. For custom variables, enter a name when prompted

Variables only appear in the slash menu when template mode is active.

Applying Templates to Existing Entries

You can apply a template to an entry that already has content:

1. Open the entry
2. Click More Options > Apply Template
3. Select a template from the list
4. Choose a content mode:
   • Replace — replaces the entry's content entirely with the template's content
   • Keep — appends the template's content below the entry's existing content

Properties from the template are merged into the entry's empty fields only — existing property values are not overwritten. The icon and cover image are applied only if the entry doesn't already have them.

Applying templates is not available during real-time collaboration sessions.

Managing Templates

In Type Settings

Go to Settings > Types, edit a type, and scroll to the Templates section. Here you can:

• Rename a template inline
• Delete a template

In Settings > Templates

The Settings > Templates page shows all templates across all types in the current space. Use it for a bird's-eye view of your templates.

Tips

• Templates are great for recurring structures — meeting notes, weekly reviews, project briefs, bug reports
• Use {{date}} and {{user}} to auto-stamp entries with context
• Custom variables work well for fields that change every time but follow a pattern (e.g., client name, sprint number)
• The blank option is always available when creating entries, even if templates exist for a type