> ## Documentation Index
> Fetch the complete documentation index at: https://mintlify.com/AppFlowy-IO/AppFlowy/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Create and use reusable templates for documents and databases

## Overview

Templates in AppFlowy let you create reusable structures for documents and databases, saving time and ensuring consistency across your workspace. Start with built-in templates or create custom ones tailored to your workflows.

<CardGroup cols={2}>
  <Card title="Quick Start" icon="bolt" iconType="solid">
    Jump-start new pages with pre-configured structures
  </Card>

  <Card title="Consistency" icon="clone" iconType="solid">
    Maintain consistent formats across similar documents
  </Card>

  <Card title="Built-in Library" icon="books" iconType="solid">
    Access templates for common use cases
  </Card>

  <Card title="Custom Templates" icon="wand-magic-sparkles" iconType="solid">
    Create your own templates from existing pages
  </Card>
</CardGroup>

## Built-in Templates

AppFlowy provides ready-to-use templates for common workflows:

### Document Templates

* **Meeting Notes**: Agenda, attendees, action items, and notes sections
* **Project Brief**: Goals, scope, timeline, and deliverables
* **Weekly Report**: Accomplishments, upcoming tasks, blockers
* **Design Spec**: Overview, requirements, mockups, technical notes
* **Blog Post**: Title, outline, draft, SEO checklist
* **Personal Journal**: Date, mood tracker, daily reflection prompts

### Database Templates

* **Task Manager**: Board with status columns, assignee, priority fields
* **Project Tracker**: Grid with timeline, budget, status tracking
* **Content Calendar**: Calendar with content type, publish dates, channels
* **CRM**: Grid with contacts, companies, deal stages, notes
* **Meeting Schedule**: Calendar with attendees, topics, recordings
* **Reading List**: Grid with books, authors, ratings, notes

<Info>
  Browse all templates at [https://appflowy.com/templates](https://appflowy.com/templates)
</Info>

## Using Templates

<Steps>
  <Step title="Access template gallery">
    Click the **Template** button in the sidebar footer, or visit the templates website
  </Step>

  <Step title="Browse categories">
    Explore templates by category: Personal, Work, Education, Creative
  </Step>

  <Step title="Preview template">
    Click a template to see its structure and fields
  </Step>

  <Step title="Use template">
    Click **Use Template** to add it to your workspace
  </Step>

  <Step title="Customize">
    Edit the template copy to fit your specific needs
  </Step>
</Steps>

<Tip>
  Templates create copies, not links. Editing a page created from a template doesn't affect the original template.
</Tip>

## Creating Custom Templates

Turn any document or database into a reusable template:

### From a Document

<Steps>
  <Step title="Create and structure">
    Build a document with the structure you want to reuse (headings, sections, placeholders)
  </Step>

  <Step title="Open page menu">
    Click the **⋯** menu in the page header
  </Step>

  <Step title="Save as template">
    Select **Save as Template** (coming soon)
  </Step>

  <Step title="Name template">
    Give your template a descriptive name
  </Step>
</Steps>

### From a Database

<Steps>
  <Step title="Configure database">
    Set up fields, views, filters, and default data
  </Step>

  <Step title="Add sample rows">
    Include example rows to show how the database should be used
  </Step>

  <Step title="Save as template">
    Click **⋯** → **Save as Template**
  </Step>
</Steps>

<Note>
  Currently, you can duplicate existing pages to reuse them as templates. Native template saving is coming in a future update.
</Note>

## Template Best Practices

### Document Templates

<CardGroup cols={2}>
  <Card title="Use clear headings" icon="heading">
    Structure with H1, H2, H3 for easy navigation
  </Card>

  <Card title="Add placeholders" icon="brackets-curly">
    Use `[Title]`, `[Date]`, `[Description]` as fill-in prompts
  </Card>

  <Card title="Include instructions" icon="circle-info">
    Add callouts explaining how to use each section
  </Card>

  <Card title="Provide examples" icon="lightbulb">
    Show sample content in each section as guidance
  </Card>
</CardGroup>

### Database Templates

<CardGroup cols={2}>
  <Card title="Pre-configure fields" icon="table-columns">
    Set up all necessary fields with proper types
  </Card>

  <Card title="Create multiple views" icon="eye">
    Include Grid, Board, and Calendar views where appropriate
  </Card>

  <Card title="Add filters and sorts" icon="filter">
    Set up useful default filters for common workflows
  </Card>

  <Card title="Include sample data" icon="database">
    Add 2-3 example rows showing how to use the database
  </Card>
</CardGroup>

## Template Ideas by Use Case

### Personal Productivity

**Daily Planner**

* Date field (auto-populated)
* To-do checklist
* Priority tasks section
* Notes and reflections area
* Gratitude journal prompt

**Habit Tracker**

* Grid database with dates
* Checkbox fields for each habit
* Streak calculation (coming soon)
* Notes field for observations

**Goal Setting**

* Goal statement
* Why this matters
* Success metrics
* Action steps (checklist)
* Timeline (date field)
* Progress notes

### Work & Projects

**Sprint Planning**

* Board database
* Columns: Backlog, To Do, In Progress, Done, Blocked
* Fields: Story points, Assignee, Sprint number
* Filter by current sprint

**1-on-1 Meeting**

* Date and attendees
* Talking points (bulleted list)
* Action items (to-do list)
* Notes section
* Next meeting date

**Product Roadmap**

* Grid database
* Fields: Feature, Quarter, Status, Priority, Owner
* Board view grouped by Quarter
* Calendar view by Target Date

### Creative Work

**Blog Post Template**

```
Title: [Post Title]
Tags: #topic #category
Status: Draft

## Outline
- Introduction
- Main Points
- Conclusion

## Draft
[Write your content here]

## SEO Checklist
- [ ] Keyword research
- [ ] Meta description
- [ ] Alt text for images
- [ ] Internal links
```

**Video Production**

* Board database
* Stages: Idea, Script, Filming, Editing, Published
* Fields: Video title, Duration, Platform, Publish date
* Checklist: Script, B-roll, Thumbnail, Description

### Education

**Study Notes**

* Subject heading
* Date and chapter/topic
* Key concepts (bulleted)
* Questions section
* Practice problems
* Review checklist

**Assignment Tracker**

* Calendar database
* Fields: Course, Assignment type, Due date, Status
* Priority field
* Notes with submission details

## Sharing Templates

Share your custom templates with teammates:

<Steps>
  <Step title="Export template">
    Open the template page → **⋯** → **Export**
  </Step>

  <Step title="Choose format">
    Select Markdown or AppFlowy format
  </Step>

  <Step title="Share file">
    Send the file to teammates
  </Step>

  <Step title="Import template">
    Teammates use **Import** to add it to their workspace
  </Step>
</Steps>

<Info>
  Workspace-level template libraries are planned for future releases, making it easier to share templates across teams.
</Info>

## Converting Existing Pages

Turn any page into a template-ready format:

<Steps>
  <Step title="Duplicate the page">
    Right-click the page → **Duplicate**
  </Step>

  <Step title="Remove specific data">
    Replace names, dates, and specific information with placeholders
  </Step>

  <Step title="Add instructions">
    Include callouts explaining how to use each section
  </Step>

  <Step title="Rename appropriately">
    Prefix with "Template:" for easy identification
  </Step>
</Steps>

### Example Transformation

**Before (Specific)**:

```
Project: Website Redesign
Owner: John Smith
Deadline: March 15, 2024
```

**After (Template)**:

```
Project: [Project Name]
Owner: [Team Member]
Deadline: [Date]

> 💡 Fill in the fields above with your project details
```

## Template Organization

Keep templates organized in your workspace:

### Folder Structure

Create a dedicated templates folder:

```
📁 Templates
  📁 Documents
    📄 Meeting Notes Template
    📄 Project Brief Template
    📄 Weekly Report Template
  📁 Databases
    🗃️ Task Board Template
    🗃️ Project Tracker Template
    🗃️ Content Calendar Template
  📁 Team
    📄 Team-specific templates
```

<Tip>
  Add a "📋 Templates" prefix to template pages so they sort together in lists.
</Tip>

## Advanced Template Techniques

### Nested Templates

Create hierarchical templates with sub-pages:

* **Project Template** (parent)
  * Project Overview (sub-page)
  * Task Database (sub-page)
  * Meeting Notes (sub-page)
  * Resources (sub-page)

### Linked Databases

Include related databases in templates:

* Main project page with embedded task board
* Task board with embedded calendar view
* Content calendar with linked asset database

### Default Values

Set smart defaults in database templates:

* **Status**: Default to "Not Started" or "Draft"
* **Assignee**: Default to current user
* **Created Date**: Auto-populated
* **Priority**: Default to "Medium"

## Template Keyboard Shortcuts

| Action         | Shortcut                            |
| -------------- | ----------------------------------- |
| Duplicate page | `Ctrl/Cmd + D`                      |
| New page       | `Ctrl/Cmd + N`                      |
| Open templates | (Click sidebar button)              |
| Quick add      | `Ctrl/Cmd + K` → type template name |

## Community Templates

Explore and share templates with the community:

<CardGroup cols={2}>
  <Card title="Template Gallery" icon="grid" href="https://appflowy.com/templates">
    Browse hundreds of community-created templates
  </Card>

  <Card title="Submit Templates" icon="upload">
    Share your templates with the community (coming soon)
  </Card>

  <Card title="GitHub Templates" icon="github" href="https://github.com/AppFlowy-IO/AppFlowy-Templates">
    Contribute templates via GitHub
  </Card>

  <Card title="Discord Community" icon="discord" href="https://discord.gg/9Q2xaN37tV">
    Request and share templates with other users
  </Card>
</CardGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Documents" icon="file-lines" href="/core/documents">
    Learn to create rich document templates
  </Card>

  <Card title="Databases" icon="table" href="/core/databases">
    Master database setup for templates
  </Card>

  <Card title="Collaboration" icon="users" href="/collaboration/sharing">
    Share templates with your team
  </Card>

  <Card title="Workspace Setup" icon="folder" href="/essentials/workspace">
    Organize your templates effectively
  </Card>
</CardGroup>