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

# 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

<Tabs>
  <Tab title="macOS/Web">
    Click on your **All Docs** folder, then select **Templates** to view the gallery.

    <img src="https://mintcdn.com/craft-support/jHjNTJCRmpMXi5vN/images/write-and-edit/templates/en/content/template-gallery.png?fit=max&auto=format&n=jHjNTJCRmpMXi5vN&q=85&s=34f4bda7658b0671fd4351a237d46856" alt="Template Gallery showing various pre-made templates" width="2472" height="1752" data-path="images/write-and-edit/templates/en/content/template-gallery.png" />

    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!
  </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>

<Info title="Template Variety">
  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!
</Info>

## Creating Custom Templates

There are two ways to create custom templates:

### Create a New Template

<Steps>
  <Step>
    Go to your **Settings** page and select **Templates**
  </Step>

  <Step>
    Select **New Template**
  </Step>

  <Step>
    Add your content and style your new custom template as needed
  </Step>

  <Step>
    Your document is now available as a custom template in the Template Gallery
  </Step>
</Steps>

<img src="https://mintcdn.com/craft-support/jHjNTJCRmpMXi5vN/images/write-and-edit/templates/en/content/template-create.png?fit=max&auto=format&n=jHjNTJCRmpMXi5vN&q=85&s=6242718da39ab7a1ae1dd26ed9962f00" alt="Creating a new template in Settings" width="2482" height="1388" data-path="images/write-and-edit/templates/en/content/template-create.png" />

### Convert an Existing Document

You can also convert any existing document into a template:

<Steps>
  <Step>
    Open the document you want to convert
  </Step>

  <Step>
    Click the three-dot menu (⋯) in the document header
  </Step>

  <Step>
    Select **Move to Templates**
  </Step>

  <Step>
    The document is now available as a template
  </Step>
</Steps>

<Info title="Template Content">
  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.
</Info>

## Managing Templates

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

### Editing Templates

<Steps>
  <Step>
    In the **Settings** page, navigate to **Templates**
  </Step>

  <Step>
    Click the **three-dot menu (⋯)** next to the template you want to change
  </Step>

  <Step>
    Choose **Edit** to modify the template
  </Step>

  <Step>
    Make your changes - update text, change covers, backgrounds, or any design aspects
  </Step>
</Steps>

<img src="https://mintcdn.com/craft-support/jHjNTJCRmpMXi5vN/images/write-and-edit/templates/en/content/template-manage.png?fit=max&auto=format&n=jHjNTJCRmpMXi5vN&q=85&s=9a345c3a1e57e712facbc2551537f9a7" alt="Managing templates in Settings" width="2478" height="1370" data-path="images/write-and-edit/templates/en/content/template-manage.png" />

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

<Steps>
  <Step>
    Navigate to the **Templates** section in your sidebar
  </Step>

  <Step>
    Browse or search for the template you want
  </Step>

  <Step>
    Click the template to create a new document based on it
  </Step>
</Steps>

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:

<Steps>
  <Step>
    Type **/** anywhere in the document to open the slash menu
  </Step>

  <Step>
    Select **Templates** from the menu
  </Step>

  <Step>
    Choose the template you want to insert
  </Step>
</Steps>

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

<Warning title="Content Only">
  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.
</Warning>

## 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.

## 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

<CardGroup 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>
</CardGroup>
