Templates

Convert a workspace to a template and reuse its settings and data when you create new workspaces.

Templates reuse an existing workspace’s settings and data in new workspaces. They can provide the same databases, fields, automations, and other structure for repeated workflows.

Workspace Owners and Project Administrators can convert a workspace to a template.

Create a Template

Convert an existing workspace when you want to reuse its configuration:

  1. Open Settings > General.
  2. Select Convert to Template.
  3. Select Save as template in the confirmation dialog. Blue makes the workspace available as a template for new workspaces.

Workspace settings header with Convert to Template and Archive buttons

New workspaces include all settings and data from the template, including:

Use a Template

  1. Point to the Workspaces section in the sidebar.
  2. Select the + create action.
  3. Select Use Template.
  4. Choose an official Blue template or an organization template.

The template browser contains official Blue templates and your organization’s custom templates.