How to create a new template?

To create a new template, first select a project from the sidebar menu. Make sure this is the correct project where you want your new template to be in. Tip: you can copy a template from one project to another so you don't have to manually recreate it in every single project you have, we'll cover that below.

Once you've selected a project, the sidebar menu should now be populated with more items. From there, click on Templates.

Once you're in the templates page, click the create template card.

Give the new template a name and an optional description. Then add the fields and tabs you want. Once you're satisfied, click the CREATE button to save it. Your new template is now ready for use and/or customization!

Copying a Template from One Project to Another

If you already have a good template in one project and want to use it in another, you don't have to manually recreate it. You can simply copy it!

To do that, click the vertical three-dot menu icon in a template's card, then click Clone into another project. A modal will appear that let's you choose which projects you want the template to be copied to.

That's it!

Check out how to configure your template here.