Templates
Create documents and whiteboards from pre-made templates.
Templates let you quickly create documents and whiteboards with pre-designed layouts and structures, saving time and ensuring consistency.
Template Categories
Document Templates
| Category | Description |
|---|---|
| Meetings | Agendas, meeting notes, action items |
| Projects | Project plans, timelines, status reports |
| General | Basic documents, notes, outlines |
| Work | Reports, proposals, briefs |
| Productivity | Task lists, schedules, planners |
| Strategy | Business plans, roadmaps, analysis |
| Content | Blog posts, articles, marketing materials |
| Education | Lesson plans, course outlines, study guides |
Whiteboard Templates
| Category | Description |
|---|---|
| Brainstorming | Mind maps, idea boards, concept mapping |
| Process | Flowcharts, workflows, process diagrams |
| Agile | Sprint boards, retrospectives, user story maps |
| Design | Wireframes, mockups, design thinking |
Creating from Templates
Click New in the Hub toolbar
Select From Template
Browse categories or search for a specific template
Preview the template to see its structure
Click Create to generate a new file from the template
Searching Templates
Use the search bar in the template browser to find templates by name or keyword. Results update as you type, filtering across all categories.
Template Preview
Before creating, click on any template to see:
- Full preview of the layout and content
- Description of what the template is designed for
- Suggested use cases
Recent Templates
Templates you've used recently appear at the top of the template browser for quick access. This makes it easy to reuse templates you work with frequently.
Quick Access
The Recent section shows your last used templates, letting you:
- Create new files from familiar templates with one click
- Skip browsing through categories
- Maintain consistency across similar documents
Tips for Using Templates
Choose the right category: Browse the category that matches your task to find the most relevant templates.
Search when you know what you need: If you have a specific template in mind, use search to find it quickly.
Preview before creating: Check the template preview to ensure it matches your needs before creating.
Build on templates: Templates provide a starting point. Customize the content to fit your specific requirements.
Related
- Hub Overview - Understanding the Hub
- Documents & Whiteboards - Working with documents and whiteboards
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