Templates help you quickly create repeatable docs and keep your team’s documentation consistent.
Use them for recurring meeting notes, onboarding checklists, project kickoffs, and more.
How to Use a Template
From an Empty Doc
You can use templates on empty docs:
Create a new doc.
Click
Use a template to open the template picker.Hover over the template you want to use and click
Use it.
Use the search bar at the top left of the picker to find templates by name.
From Anywhere in Your Workspace
You can also access templates from:
The
Templates section in the sidebarFile > Templates in the top menu bar (Mac only)From there, select the template you want to use and click
Use it , then chose its destination in your workspace and click Create doc.
Templates can be viewed and edited by anyone in your workspace — there are no permissions attached.
To make changes to a team template, click it and make your changes directly.
How to Create a Template
From the Template Picker
To create a new template, open the template picker and click
New Template in the bottom left corner.
Click the
+ button when hovering over a template in the sidebar to a add doc below it. When you use the parent doc, its child docs will also be created.
From an Existing Doc
You can convert an existing doc into a template to use it again later. Click the three-dot menu in the top right and choose
Save to templates. Your template will be saved in the Team Templates section of the template picker.
Set a Default Template for Subdoc
You can attach a default template to any doc or Collection. When someone creates a subdoc underneath it, the template is used automatically.
To set it, choose
Set template for new subdocs in the top right three-dot menu and pick the template you want to use.
A blue button at the top will indicate that a template has been attached. Click it to change the template or remove it.
Set a Default Template for Recurring Docs
Choose
Create subdocs automatically in the top left three-dot menu to automate the creation of new docs underneath the current doc or Collection. Then, choose the repeat frequency as well as the participants that should be notified.
FAQ
Can I link to a template?
Yes — right-click your template in the template picker and choose select
Copy template link.You can also @mention your template anywhere in your workspace.
Do you provide built-in templates?
Yes — your workspace includes a default set (Slite Templates in the template picker), and more are available here:
Can I use variables in my templates?
You can use date variables in doc title.
In your template’s title, type
{date}. When the doc is created, this will insert the current date (e.g. Dec 22, 2022).You can also add delays to plan ahead using the following format:
{date:format+delay} ( see list of delay formats ).The "format" value can also be blank (i.e.
{date:+delay}) and "delay" can be e.g. 3days or 3day , or even 15years, etc.Make sure to include the
+ sign in your template title, otherwise the delay will not be added as expected.
