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Using Templates ​

Start faster with pre-built page templates for common use cases.

What Are Templates? ​

Templates are pre-designed page structures that help you:

  • ⚡ Start writing immediately
  • 📋 Follow consistent formats
  • 🎯 Include all necessary sections
  • ⏱️ Save time on setup

Think of them as blueprints for your content!

Available Templates ​

1. 📝 Meeting Notes ​

Best for: Team meetings, one-on-ones, planning sessions

Includes:

  • Meeting title with date
  • Attendees section
  • Agenda (numbered list)
  • Discussion notes area
  • Action items (todos)

When to use:

  • Weekly team syncs
  • Client calls
  • Brainstorming sessions
  • Standup meetings
  • Retrospectives

2. 📋 Product Requirements Document (PRD) ​

Best for: Feature planning, product specs, project proposals

Includes:

  • Title and metadata (author, date)
  • Problem statement
  • Proposed solution
  • Requirements list
  • Success metrics
  • Out of scope section

When to use:

  • New feature planning
  • Product initiatives
  • Technical specifications
  • Project proposals
  • Design docs

3. ✅ Task List ​

Best for: Sprint planning, daily todos, project tracking

Includes:

  • Title with date
  • High priority section (todos)
  • Medium priority section (todos)
  • Low priority section (todos)
  • Completed section (checked todos)

When to use:

  • Sprint planning
  • Daily task management
  • Project checklists
  • Personal todos
  • Goal tracking

How to Use Templates ​

Finding Templates ​

  1. Go to Pages dashboard

    • Click "Pages" in sidebar
    • Scroll to "Templates" section

  2. Browse available templates

    • See all 3 templates with descriptions
    • Each shows icon and name

Creating from Template ​

Step-by-step:

  1. Click "Use template" on desired template
  2. Wait for creation (shows "Creating...")
  3. Page opens automatically with template content
  4. Customize the content:
    • Change the title
    • Fill in your information
    • Add/remove sections as needed
    • Delete placeholder text

That's it! Template is now your page.

Template Details ​

Meeting Notes Template ​

Structure:

# Meeting Notes - [Today's Date]

## Attendees
- Your Name
- 

## Agenda
1. 

## Discussion


## Action Items
☐

Variables replaced:

  • → Today's date
  • → Your name

Customization tips:

  • Add attendees under "Attendees"
  • Number agenda items
  • Take notes in "Discussion"
  • Add tasks as action items
  • Check off completed items

PRD Template ​

Structure:

# PRD: [Template Name]

Author: Your Name | Date: Today's Date

---

## 1. Problem Statement


## 2. Proposed Solution


## 3. Requirements
- 

## 4. Success Metrics
- 

## 5. Out of Scope
-

Variables replaced:

  • → Template name
  • → Your name
  • → Today's date

Customization tips:

  • Rename PRD title
  • Describe the problem clearly
  • Outline your solution
  • List requirements as bullets
  • Define measurable success metrics
  • Specify what's NOT included

Task List Template ​

Structure:

# Task List - [Today's Date]

## High Priority
☐ 

## Medium Priority
☐ 

## Low Priority
☐ 

## Completed
☑

Variables replaced:

  • → Today's date

Customization tips:

  • Add tasks to appropriate priority
  • Check off as you complete
  • Move completed to "Completed" section
  • Duplicate for recurring lists
  • Add due dates in task text

Template Variables ​

What they are: Placeholders that get replaced with real values

Available variables:

VariableReplaced WithExample
Today's date2024-12-12
Your nameJohn Doe
Template nameMeeting Notes

How they work:

  1. Template contains
  2. You click "Use template"
  3. System replaces with actual value
  4. You see final text in your page

Best Practices ​

Customize Your Templates ​

Don't just use as-is:

❌ Bad: Keep generic "Meeting Notes" title
✅ Good: "Weekly Team Sync - Dec 12, 2024"

❌ Bad: Leave placeholder bullets
✅ Good: Replace with actual content

Build Your Own Variations ​

Start with template, then:

  1. Use template once
  2. Customize heavily for your needs
  3. Duplicate that page (not template) for next use
  4. Your custom version becomes YOUR template

Save Time on Recurring Work ​

If you create the same page weekly:

  1. Use template first time
  2. Perfect the structure
  3. Duplicate for each new instance
  4. Only change specific details

Example: Weekly meeting notes

  • Week 1: Create from template
  • Week 2+: Duplicate previous week's page
  • Just update date and content

Common Workflows ​

Weekly Team Meeting ​

Process:

  1. Monday morning → Use "Meeting Notes" template
  2. Rename: "Team Sync - Week of Dec 9"
  3. Fill attendees
  4. Add agenda items
  5. During meeting: Take notes in Discussion
  6. After meeting: Add action items
  7. Check off completed items during week

Feature Planning ​

Process:

  1. New feature idea → Use "PRD" template
  2. Rename with feature name
  3. Fill problem statement
  4. Brainstorm solution
  5. List requirements
  6. Define metrics
  7. Share with team for feedback
  8. Update based on comments

Sprint Planning ​

Process:

  1. Sprint start → Use "Task List" template
  2. Rename: "Sprint 23 - Dec 9-20"
  3. Add stories to priorities
  4. Check off as complete
  5. Move to "Completed" when done
  6. Next sprint → Duplicate and update

Creating Your Own Templates ​

Want a custom template?

While we don't yet support creating custom templates in the UI, you can:

  1. Create a "Templates" page
  2. Add child pages for each template
  3. Duplicate when you need them

Example structure:

📄 My Templates
  📄 Weekly Report Template
  📄 Bug Report Template
  📄 Design Review Template

To use:

  1. Find template in tree
  2. Click duplicate button
  3. Move to proper location
  4. Rename and customize

Tips & Tricks ​

Template Selection ​

Choose based on purpose:

  • Meeting? → Meeting Notes
  • Planning? → PRD
  • Tasks? → Task List
  • Other? → Start with closest match

Modify Templates ​

Feel free to:

  • Delete sections you don't need
  • Add new sections
  • Reorder content
  • Change formatting
  • Add your own blocks

Templates are starting points, not rules!

Combine Templates ​

Advanced: Mix elements from multiple templates

Start with: Task List
Add: Meeting agenda section
Add: Action items from Meeting Notes
Result: Your custom meeting + tasks page

Keyboard Shortcuts ​

No specific shortcuts for templates, but after creating:

  • Cmd/Ctrl + Z : Undo changes
  • Cmd/Ctrl + D : Duplicate page (future)
  • / : Slash menu for blocks

Troubleshooting ​

Template button not working? ​

Check:

  • You're on the Pages dashboard
  • "Templates" section is visible
  • You're logged in

Try:

  • Refresh the page
  • Click again after page loads

Created template but it's blank? ​

This shouldn't happen, but if it does:

  • Variables should be replaced automatically
  • If empty, manually add content
  • Report the issue to support

Want different templates? ​

Future feature: More templates coming soon!

For now: Create your own template pages and duplicate them

Future Enhancements ​

Coming soon:

  • 📝 More template types
  • 🎨 Custom template creation
  • 📁 Template categories
  • 🔄 Template updates
  • 👥 Team templates
  • 📤 Template sharing

Related Guides: