Create items from a template

A template is a ready-made item of one type. It holds field values, a description and the items to create under it. Use one when you create an item, or apply one to an item you already have.

Create an item from a template

• The default template applies by itself. When a type has one, every new item of that type starts from it. A Template chip next to the type shows its name. Click the cross on the chip to create a plain item instead.
• In a quick-add row, click the type chip and pick a template under Templates, after the types. Or type / and part of a template name, then press Enter.
• In the create panel, click the Template chip next to the type and pick one.

Picking a template sets the type. It also fills the title and the description when they are still empty.

Apply a template to an item

1. Open the item’s menu and choose Apply template.
2. Pick a template of the item’s type.

Empty fields are filled. A field that already has a value keeps it. The template’s items are added under the item. A message says what changed, and Undo reverts the fields and the added items.

Save an item as a template

Open the item’s menu and choose Save as template. Name it, and choose whether to include its child items. Tick Use for every new … to make it the default for the type.

Manage templates

Templates are listed in Settings › Templates. When there are templates of more than one type, the chips above the list narrow it to one type. To rename a template or change what it creates, point at its name and click the pencil, or open its ⋯ menu and choose Edit template.

Note: Saving, editing and deleting templates needs permission to change types. Using a template needs only permission to create items of its types. A template that holds items or fields you cannot see shows without them, and you cannot edit it: saving it would remove them for everyone.

Next

• How templates work
• What is a type?