Templates
Templates are pre-defined layouts and structures you can apply to a workspace to get started faster, covering a range of industries and use cases.
Mockup, not a screenshot — confirmed against WorkspaceTemplatesBrowse.tsx and WorkspaceTemplateCard.tsx. The sidebar's two filter groups are titled "Teams" and "Categories" (not "Use case" — that's only the tag type's internal name). Note the card itself shows a thumbnail, name, and short description, not the tags — tags only drive the sidebar filter and each tag's own count.
Browsing templates
Open Templates from the bottom of the sidebar. Each template's card in the grid shows a name and a short description; open it to see its full description and the teams/categories it's tagged for. Filter by tag in the sidebar, or search by name.
The original migrated text said template cards themselves show name, description, and tags.
WorkspaceTemplateCard.tsx only renders a thumbnail, name, and short description — the full
description and team/category tags only appear once you open a template's detail view
(WorkspaceTemplateDetail.tsx), which is also where "teams" and "categories" come from (the
sidebar's two tag-type groupings, not literally "teams/use cases").
Applying a template
- Click a template to open its detail view, and review its description and tags.
- Click Use template.
- A confirmation lists how many spaces, workflows, automation rules, objects, and apps the template will add.
- Confirm to apply it.
UseTemplateModal confirms the summary-counts confirmation step exactly. The original migrated
text also claimed a "not enough room" warning before confirming — no such check exists in this
modal, so that line has been dropped rather than left in unconfirmed. It's possible that logic
lives elsewhere (e.g. disabling Apply on a plan limit); a live-instance check would settle it.
Once applied, the template's content is fully part of your workspace — yours to customize however you want.