There is a tendency in most apps to create the same types of records over and over again. For example, think about the notes from your weekly 1:1, incoming leads, or bug reports. Take advantage of record templates to avoid unnecessary duplication of work.
💡 THIS ARTICLE COVERS
Create a record template
You can create a record template in two ways:
The first way is by clicking the dropdown menu next to the blue
New button at the top right of any app. Click on
+ New template and choose between:
New team templatethat every workspace member can use (this option is only available if you have full access workspace permission)
New private templatethat is visible and useable only to you
The second way is to create a template from the record itself. At the top of the record, click on the dropdown menu and select
Create template. The advantage is not starting from scratch by using the existing field value of every record to create a record template.
Configure a record template
A bar across the top indicates which app it belongs to when you edit a new or existing template. Your template can be configured at this point.
For example, customize a template that automatically adds the field value
In progressto the
Statusfor new tasks and assigns
Rename the template by changing the name at bar across the top
You can add every field value to your record template. The record is always created with identical content as the template was saved. The title of this record will become the template name going forward. You might title this one
Update Sales Meetup.
💡 When using the relations field at a record template be aware that all new records are related to the same saved relation.
Use a record template
Tap the dropdown menu to the right of the blue
New button and choose one of the saved templates. Before or after saving the record you can edit the field values.
💡 Use unique titles to spot the right record template immediately.
Edit an existing template
At the top right of your app, click the dropdown icon on the right of the blue
New button. There will be a list of all record templates. Click the
... icon to the right of the template you want to edit and click
. The editing view will pop up where you can make your changes.
... menu allows you to duplicate or delete templates. You can also change a team template into a private template or the other way.
Or arrange the record templates with drag and drop.
Use a template for all new records
By setting a record template as the default, all new records created will automatically adopt this template.
At the top right of your app, click the dropdown icon on the right of the blue New button. There will be a list of all record templates. Click the
... icon to the right of the template and click
Set as default. For an empty record for all new records created, make the
Empty record template the default again.
Use a template when creating a new related record
You can use a template when creating a new related record. Once you click on the Create new button, a dropdown menu will appear at the top of the new record, where you can select from your saved
Templates. After selecting your desired template, simply click on
Save and return to create a new record with the template's pre-set fields and configurations.