Creating Custom Templates

• Design templates for recurring tasks, meeting notes, or project briefs. This saves time and ensures consistency across your workspace.
• To create a template, go to your database, click the “New” button, and select “Template” to define the layout and default properties.

Template Buttons

• Use template buttons to create multiple entries with a click. This is great for adding meeting notes or tasks to a project without manual entry each time.
• Type “/template button,” name your button, and specify the content to duplicate each time the button is clicked.