Templates¶

Workspace Admins manage templates at Admin → Templates. Templates give workspace members a pre-configured field structure to start a card from — see Creating a card from a template for the member-facing flow.

What a template contains¶

• Name and description
• Category — a free-text label used to group templates in the template picker
• Tags — optional labels for organising and searching templates
• Fields — the field structure to copy into new cards: each field has a name, type, position, whether it's required, a description, and type-specific options (for example, the choice list for a single/multi-select field)

Formula fields can't be included in a template — if a card has formula fields, they're skipped when it's saved as a template.

Create a template¶

1. Go to Admin → Templates.
2. Click New template.
3. Enter a name, description, and category, and add any tags.
4. Use the field builder to add the fields the template should include.
5. Click Save.

Edit a template¶

1. Find the template in the list and click it (or its edit action).
2. Update the name, description, category, tags, or fields.
3. Click Save.

Delete a template¶

1. Find the template in the list and click Delete.
2. Confirm the deletion.

Deleting a template doesn't affect cards that were already created from it — the fields were copied into those cards when they were created, so they're unaffected.

Import a template¶

1. Click Import.
2. Paste a template definition as JSON into the dialog.
3. Confirm the import.

Each imported template goes through the same validation as one created in the UI — for example, a formula field type is rejected.

You can paste either a single template object or a JSON array of template objects — importing an array creates one template per entry in a single request.

Single template:

{
  "name": "Recycling stations",
  "description": "Locations and accepted waste types for recycling points",
  "category": "Public sector",
  "tags": ["facilities", "waste"],
  "fields": [
    { "name": "Station name", "field_type": "text", "position": 0, "is_required": true },
    { "name": "Address", "field_type": "text", "position": 1 },
    { "name": "Location", "field_type": "map_point", "position": 2 },
    {
      "name": "Accepted waste",
      "field_type": "multi_select",
      "position": 3,
      "options": { "choices": ["Paper", "Glass", "Metal", "Electronics", "Hazardous"] }
    },
    { "name": "Open 24h", "field_type": "boolean", "position": 4 }
  ]
}

Array of templates (imports both in one request):

[
  { "name": "Recycling stations", "fields": [ { "name": "Station name", "field_type": "text" } ] },
  { "name": "Playgrounds", "fields": [ { "name": "Park name", "field_type": "text" } ] }
]

Only name and, per field, name and field_type are required — description, category, tags, position, is_required, and options are all optional.

Save a card as a template¶

Any card can be turned into a reusable workspace template:

1. Open the card.
2. Click the ⋯ menu → Save as template.
3. Confirm (or edit) the template name and description — they default to the card's own name and description.
4. Click Save template.

The template is now available to everyone in the workspace when creating a new card, and also shows up in Admin → Templates for further editing.