Templates

Speed up your work with ready-made templates or create your own custom templates for recurring tasks and projects.

Craft Templates help you complete tasks faster by giving you pre-designed structures for any project - personal or professional. You can use our 100+ ready-made templates or create your own custom templates for recurring tasks, project planning, or creative ideas.

Accessing the Template Gallery

macOS/Web

Click on your All Docs folder, then select Templates to view the gallery.

From here, you can browse the Template Gallery, which includes a variety of ready-to-use templates. Simply pick one, and a new document is created instantly. You can get started right away!

iOS

Tap your All Docs folder, then tap Templates to open the gallery.

Browse through the available templates and tap any template to create a new document based on it.

Our templates cover everything from trip planning and weekly updates to cooking challenges. Try them out and let us know which templates you’d like to see next!

Creating Custom Templates

There are two ways to create custom templates:

Create a New Template

1. Go to your Settings page and select Templates

2. Select New Template

3. Add your content and style your new custom template as needed

4. Your document is now available as a custom template in the Template Gallery

Convert an Existing Document

You can also convert any existing document into a template:

1. Open the document you want to convert

2. Click the three-dot menu (⋯) in the document header

3. Select Move to Templates

4. The document is now available as a template

Templates can include any content type - text, images, tables, collections, styling, cover images, and backgrounds. All formatting and structure will be preserved when using the template.

Managing Templates

Once you have custom templates, you can edit, organize, or delete them from the Settings page.

Editing Templates

1. In the Settings page, navigate to Templates

2. Click the three-dot menu (⋯) next to the template you want to change

3. Choose Edit to modify the template

4. Make your changes - update text, change covers, backgrounds, or any design aspects

All modifications are reflected the next time you use that template.

Other Template Actions

From the three-dot menu, you can also:

• Duplicate - Create a copy of the template to modify
• Move - Organize templates into folders
• Delete - Remove templates you no longer need

Using Templates

Creating a New Document from a Template

1. Navigate to the Templates section in your sidebar

2. Browse or search for the template you want

3. Click the template to create a new document based on it

A complete copy of the template is created as a new document. Changes to the document won’t affect the original template.

Inserting a Template into an Existing Document

You can also add template content to a document you’re already working in:

1. Type / anywhere in the document to open the slash menu

2. Select Templates from the menu

3. Choose the template you want to insert

A copy of the template’s content will be embedded into your current document.

When inserting a template with the slash command, only the content blocks are inserted. Cover images and background images from the template are not applied to the existing document.

Template Use Cases

Personal Templates

Daily Journal

• Morning intentions
• Gratitude section
• Evening reflection
• Habit tracker

Meal Planning

• Weekly menu grid
• Shopping list
• Recipe notes
• Nutrition tracking

Trip Planning

• Itinerary by day
• Packing list
• Budget tracker
• Places to visit

Professional Templates

Meeting Notes

• Attendees list
• Agenda items
• Discussion points
• Action items with tasks
• Next meeting date

Project Brief

• Project overview
• Goals and objectives
• Timeline and milestones
• Team members and roles
• Resources needed

Weekly Update

• Completed work
• In progress items
• Blockers and challenges
• Next week’s priorities

Client Proposal

• Executive summary
• Scope of work
• Timeline
• Budget breakdown
• Terms and conditions

Tips for Creating Effective Templates

Start with structure: Define the sections and organization before adding detailed content. This makes the template more flexible.

Use placeholders: Include helpful placeholder text like “[Add description here]” or “[Date]” to guide users on what to fill in.

Include formatting: Apply text styles, colors, and layouts that match how you want the final document to look.

Add helpful sections: Include optional sections that might be useful, even if they won’t always be needed. Users can delete what they don’t need.

Test your template: Create a document from your template to ensure it works as expected before relying on it.

Keep it simple: Don’t over-complicate templates. The best templates provide just enough structure to be helpful without being constraining.

Daily Notes Templates

Templates work seamlessly with Daily Notes. You can set a default template to automatically apply to each new daily note.

1. Navigate to Settings → Daily Notes

2. Select Default Template

3. Choose the template you want to use for daily notes

Each new daily note will now include your template content, perfect for consistent journaling, daily standups, or habit tracking.

See the Daily Notes article for more details on using templates with daily notes.

Template Gallery vs Custom Templates

Template Gallery (Built-in)

• 100+ professionally designed templates
• Cover various use cases
• Updated regularly with new templates
• Cannot be edited or deleted
• Great for inspiration and quick starts

Custom Templates (Your Own)

• Tailored to your specific needs
• Complete control over content and structure
• Can edit, duplicate, or delete anytime
• Perfect for recurring workflows
• Reflects your personal or team standards

Both types appear in the Templates section and can be used the same way.

Related Articles

Daily Notes

Document Styling

Blocks and Pages