collab.spaceDocumentation

Templates

Create reusable document structures using the duplicate feature.

Creating Your Own Templates

While built-in templates are planned for a future release, you can create your own template documents today using the duplicate feature:

  1. Create a document with your standard structure
  2. Add placeholder text and formatting
  3. Place it in a "Templates" folder
  4. Duplicate it when starting new documents of that type

Template Folder Setup

Create a Templates folder at the root of your workspace:

Documents/ Templates/ Meeting Notes Template Project Plan Template Weekly Report Template

When you need a new document of that type, duplicate the template and rename it.

Best Practices

For Meeting Notes

  • Include attendees, date, and agenda sections
  • Leave space for action items
  • Add a decisions section for key outcomes
  • Include a follow-up section

For Technical Specifications

  • Start with an overview/summary
  • Include requirements and constraints
  • Add technical approach sections
  • Include testing and rollout plans

For Project Plans

  • Begin with objectives and scope
  • Break down into phases or milestones
  • Include timeline and dependencies
  • Add risk assessment sections

Next Steps