If there are certain tasks or processes that you perform repeatedly, save time with templates. Furthermore, by using a template, you an ensure that people on your team are capturing the right information. Here's how to access templates from your account:

If you click on the hamburger menu on the left of the nav bar, click Templates from the menu.

We have pre-filled this section with a few different templates for you. Feel free to delete/edit any of these templates.

Preview
You can click any of the templates to see a quick preview of the page, or click Create Page to create a page from the template.

Default Category
Each of your templates can belong to a category, just edit the template to change the category. Any new page created from that template will be defaulted to the Category

Template Invitations
You can invite new users to fill out a template like a personal bio for example. This can be done from the Invite User screen

Creating and Editing Templates

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