> ## Documentation Index
> Fetch the complete documentation index at: https://craft-support.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Use Craft templates to start recurring documents faster, convert existing documents into templates, and keep your own repeatable workflows consistent.

**Templates** help you start recurring work faster. Use our built-in **Template Gallery** for ready-made layouts, or create your own templates for documents you rebuild often, such as meeting notes, weekly updates, project briefs, journals, or planning documents.

<Info title="When should you make a template?">
  Create a template when you use the same structure more than once. If the document is a one-off, duplicating it may be enough. If it becomes part of your routine, turn it into a template.
</Info>

## Open your templates

The location of **Templates** is different depending on the platform you use.

<Tabs>
  <Tab title="macOS">
    Open **Settings**, then select **Templates** under **Space Settings**.

    <Frame>
      <img src="https://mintcdn.com/craft-support/xPeg7JbDHWG3ABzE/images/write-and-edit/templates/en/content/templates-settings-mac-windows.png?fit=max&auto=format&n=xPeg7JbDHWG3ABzE&q=85&s=07c001307e45ff08905c2be343f47187" alt="Templates settings in Craft showing New Template and existing custom templates" width="1286" height="905" data-path="images/write-and-edit/templates/en/content/templates-settings-mac-windows.png" />
    </Frame>

    From here, you can create, open, edit, or manage templates in the current space.
  </Tab>

  <Tab title="Web / Windows">
    Select **My Templates** in the sidebar.

    <Frame>
      <img src="https://mintcdn.com/craft-support/xPeg7JbDHWG3ABzE/images/write-and-edit/templates/en/content/my-templates-web.png?fit=max&auto=format&n=xPeg7JbDHWG3ABzE&q=85&s=64e9c52fadaa5c75cb711b3a7a5b7b91" alt="My Templates page in Craft showing custom templates and the Open Gallery button" width="1559" height="1025" data-path="images/write-and-edit/templates/en/content/my-templates-web.png" />
    </Frame>

    From here, you can use your templates or click **Open Gallery** to browse our built-in Template Gallery.
  </Tab>

  <Tab title="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.
  </Tab>
</Tabs>

Your templates are saved to the current space. If you use multiple spaces, switch to the right space before creating or editing templates.

<Info title="Explore Craft's Template Gallery">
  Our built-in **Template Gallery** is a great starting point, with ready-made layouts for journals, planners, trackers, and more.

  <Frame>
    <img src="https://mintcdn.com/craft-support/xPeg7JbDHWG3ABzE/images/write-and-edit/templates/en/content/template-gallery-mac.png?fit=max&auto=format&n=xPeg7JbDHWG3ABzE&q=85&s=54f6af5b71f4831b7ed5dac604ecb244" alt="Craft Template Gallery showing built-in templates" width="1552" height="905" data-path="images/write-and-edit/templates/en/content/template-gallery-mac.png" />
  </Frame>
</Info>

## Create a custom template

You can create a template from scratch, or convert an existing document into one.

### Create a new template from scratch

Use this when you already know the structure you want, but do not have an existing document to reuse.

<Tabs>
  <Tab title="macOS">
    <Steps>
      <Step title="Open Templates settings">
        Go to **Settings → Templates**.
      </Step>

      <Step title="Create a new template">
        Select **New Template**.
      </Step>

      <Step title="Build the template">
        Add the sections, placeholder text, styling, cover image, tables, or other content you want to reuse.
      </Step>

      <Step title="Use it from Templates">
        The template appears in **Templates** and can be used to create new documents.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Web / Windows">
    <Steps>
      <Step title="Open My Templates">
        Select **My Templates** in the sidebar.
      </Step>

      <Step title="Create a new template">
        Click the **+** button next to the **My Templates** title to start a new template.
      </Step>

      <Step title="Build the template">
        Add the sections, placeholder text, styling, cover image, tables, or other content you want to reuse.
      </Step>

      <Step title="Use it from My Templates">
        The template appears in **My Templates** and can be used to create new documents.
      </Step>
    </Steps>
  </Tab>
</Tabs>

### Convert an existing document into a template

Use this when you already have a document with the right structure and want to reuse it as the starting point for future documents.

<Warning title="This moves the document into your templates">
  **Move to...** changes the current document's location. If you also need to keep the original as a normal document, duplicate it first, then move the duplicate to **My Templates**.
</Warning>

<Steps>
  <Step title="Open the document">
    Open the document you want to reuse as a template.
  </Step>

  <Step title="Open document info">
    Click the **Info (i)** button in the top-right, or open the right sidebar and select **Info**.
  </Step>

  <Step title="Choose Move to">
    In the **Actions** section, select **Move to...**.
  </Step>

  <Step title="Move it to My Templates">
    Select **My Templates** as the destination. You can also choose a folder inside **My Templates**.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/craft-support/xPeg7JbDHWG3ABzE/images/write-and-edit/templates/en/content/move-document-to-templates.png?fit=max&auto=format&n=xPeg7JbDHWG3ABzE&q=85&s=099c822a898ecde7ef484046b31ff8ea" alt="Moving an existing Craft document to My Templates from the Info sidebar" width="1286" height="905" data-path="images/write-and-edit/templates/en/content/move-document-to-templates.png" />
</Frame>

<Info title="What is preserved?">
  Templates can include text, pages, cards, images, tables, collections, formatting, cover images, icons, and backgrounds. When you create a new document from a template, a copy is created so your changes do not affect the original template.
</Info>

## Use a template

### Create a new document from a template

<Tabs>
  <Tab title="macOS">
    <Steps>
      <Step title="Open Templates">
        Go to **Settings → Templates**.
      </Step>

      <Step title="Choose a template">
        Browse or search for the template you want to use.
      </Step>

      <Step title="Create the document">
        Open the template to create a new document based on it.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Web / Windows">
    <Steps>
      <Step title="Open My Templates">
        Select **My Templates** in the sidebar.
      </Step>

      <Step title="Choose a template">
        Browse or search for the template you want to use.
      </Step>

      <Step title="Create the document">
        Click the template. A new document is created based on it.
      </Step>
    </Steps>
  </Tab>
</Tabs>

Changes you make in the new document do not change the original template.

### Insert a template into an existing document

Use this when you want to add a reusable section, checklist, or layout inside a document you are already editing.

Type **/template** in the document, then pick the template you want to insert.

<Warning title="Only content blocks are inserted">
  When a template is inserted with the slash command, only the template's content blocks are added to the current document. Document-level settings such as cover images and backgrounds are not applied.
</Warning>

## Manage custom templates

<Tabs>
  <Tab title="macOS">
    You can edit, duplicate, move, or delete templates from **Settings → Templates**.

    <Steps>
      <Step title="Open Templates settings">
        Go to **Settings → Templates**.
      </Step>

      <Step title="Open the template menu">
        Click the **three-dot menu (⋯)** next to the template you want to manage.
      </Step>

      <Step title="Choose an action">
        Select **Edit**, **Duplicate**, **Move**, or **Delete**.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Web / Windows">
    You can manage templates from **My Templates**.

    <Steps>
      <Step title="Open My Templates">
        Select **My Templates** in the sidebar.
      </Step>

      <Step title="Open the template menu">
        Click the **three-dot menu (⋯)** for the template you want to manage.
      </Step>

      <Step title="Choose an action">
        Select the action you want to take, such as editing, moving, duplicating, or deleting the template.
      </Step>
    </Steps>
  </Tab>
</Tabs>

<Info title="Editing a template affects future documents only">
  Updating a template does not update documents that were already created from it. The changes apply the next time someone uses the template.
</Info>

## Practical template examples

Instead of turning every repeated document into a template, focus on documents where the structure matters. Here are useful examples to start from.

<AccordionGroup>
  <Accordion title="Meeting notes">
    Good for recurring team meetings, 1:1s, client calls, or project check-ins.

    **Suggested structure:**

    * Date and attendees
    * Agenda
    * Decisions made
    * Action items with owners
    * Open questions
    * Next meeting date
  </Accordion>

  <Accordion title="Weekly update">
    Good for status reports, team updates, or personal weekly reviews.

    **Suggested structure:**

    * Highlights from the week
    * Completed work
    * In-progress work
    * Blockers or risks
    * Priorities for next week
    * Links to related documents
  </Accordion>

  <Accordion title="Project brief">
    Good for starting projects with the same planning structure every time.

    **Suggested structure:**

    * Project goal
    * Scope and non-goals
    * Timeline and milestones
    * Stakeholders
    * Key documents and resources
    * Success criteria
  </Accordion>

  <Accordion title="Personal planning">
    Good for routines you repeat, such as journaling, travel planning, meal planning, or habit tracking.

    **Suggested structure:**

    * Goal or intention
    * Checklist
    * Notes section
    * Important dates
    * Links, files, or references
    * Reflection or follow-up section
  </Accordion>
</AccordionGroup>

## Related Articles

<Columns cols={2}>
  <Card title="Daily Notes" href="/en/plan-and-do/daily-notes">
    Use templates with daily notes for consistent journaling
  </Card>

  <Card title="Document Styling" href="/en/write-and-edit/styling">
    Style your templates with backgrounds and covers
  </Card>

  <Card title="Blocks and Pages" href="/en/write-and-edit/blocks-and-pages">
    Understand content structure for building templates
  </Card>
</Columns>
