Collab Templates

Templates let you save any Collab document as a reusable starting point. Create once, use many times — for meeting notes, project briefs, onboarding checklists, and anything else your team creates regularly.

Saving a Template

1. Open any Collab document
2. Click Save as Template in the document toolbar
3. Give the template a title and optional description
4. Click Save

The template captures the full document structure — headings, lists, tables, and all block content.

Using a Template

1. Click New Document in the Collab sidebar
2. Click From Template (or the template icon)
3. Browse the template picker
4. Click a template to create a new doc pre-filled with its content
5. Edit as needed — the template is not affected

Template Picker

The template picker has three tabs:

Managing Templates

Editing a Template

Templates are standalone documents. To update a template:

1. Open the template from My Templates
2. Edit the content
3. Changes apply to future uses — existing docs created from the template are unaffected

Deleting a Template

1. Open My Templates in the template picker
2. Click the delete action on the template card
3. Confirm deletion

Template Categories

Organize templates with categories:

• Meeting Notes — standup agendas, 1:1 templates, retrospective formats
• Project Management — briefs, status reports, launch plans
• Sales — proposal templates, discovery call notes, deal summaries
• HR & Onboarding — welcome docs, policy templates, review forms
• General — catch-all for uncategorized templates

---

Related: Collab Overview | Template Marketplace