Publish once, reuse on every project.
The best agencies do the same good work over and over — the same onboarding, the same campaign brief, the same launch checklist. Templates let you capture that once and start from it every time, instead of rebuilding it from memory on each new client.
- Reusable task templates
- Reusable document templates
- A draft you edit, a published version you use
- Start a new task from a template
- Start a new document from a template
- Duplicate and adapt for a new project
- Switch a template between task and document
- The rich editor, slash commands and all
Website redesign
PublishedA draft and a published version, kept apart
You edit a template freely as a draft, and publish a snapshot when it's ready. New work always starts from the published version — so an in-progress rewrite never leaks into a project mid-edit.
Start work already shaped
Creating a task or a document, you can begin from a template — the title and the whole body come with it. The team starts from your best version of the work, not a blank page.
Written in the same editor as everything else
Templates use the same rich editor as tasks and documents, slash commands and form fields included. What you build is exactly what the team will see when they use it.
Adapt without starting over
Duplicate a template to spin a variant, or convert one between a task and a document when the same content needs to live somewhere else. Your library grows out of real work, not busywork.
Templates are for your team's own work — a head start for the people delivering, not something a client sees in the portal.