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.

▦Templates

🔍 Search template

TEAMS

Sales6

Support4

CATEGORIES

IT3

HR2

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Customer Support

A ready-made space for tracking tickets, SLAs, and customer accounts.

▦

Sales Pipeline

Track leads, deals, and accounts through your sales process.

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.

Applying a template

1. Click a template to open its detail view, and review its description and tags.
2. Click Use template.
3. A confirmation lists how many spaces, workflows, automation rules, objects, and apps the template will add.
4. Confirm to apply it.

Once applied, the template's content is fully part of your workspace — yours to customize however you want.