Templates

Templates reuse an existing workspace’s settings and data in new workspaces. They can provide the same lists, custom 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 the workspace settings with the gear icon at the top.
2. Select Convert to Template. Blue makes the workspace available as a template for new workspaces.

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

• Records
• Custom Fields
• Automations
• Files
• Docs
• Forms
• Custom User Roles

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.