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Overview

Templates in AppFlowy let you create reusable structures for documents and databases, saving time and ensuring consistency across your workspace. Start with built-in templates or create custom ones tailored to your workflows.

Quick Start

Jump-start new pages with pre-configured structures

Consistency

Maintain consistent formats across similar documents

Built-in Library

Access templates for common use cases

Custom Templates

Create your own templates from existing pages

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Built-in Templates

AppFlowy provides ready-to-use templates for common workflows:

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Document Templates

  • Meeting Notes: Agenda, attendees, action items, and notes sections
  • Project Brief: Goals, scope, timeline, and deliverables
  • Weekly Report: Accomplishments, upcoming tasks, blockers
  • Design Spec: Overview, requirements, mockups, technical notes
  • Blog Post: Title, outline, draft, SEO checklist
  • Personal Journal: Date, mood tracker, daily reflection prompts

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Database Templates

  • Task Manager: Board with status columns, assignee, priority fields
  • Project Tracker: Grid with timeline, budget, status tracking
  • Content Calendar: Calendar with content type, publish dates, channels
  • CRM: Grid with contacts, companies, deal stages, notes
  • Meeting Schedule: Calendar with attendees, topics, recordings
  • Reading List: Grid with books, authors, ratings, notes
Browse all templates at https://appflowy.com/templates

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Using Templates

1

Access template gallery

Click the Template button in the sidebar footer, or visit the templates website
2

Browse categories

Explore templates by category: Personal, Work, Education, Creative
3

Preview template

Click a template to see its structure and fields
4

Use template

Click Use Template to add it to your workspace
5

Customize

Edit the template copy to fit your specific needs
Templates create copies, not links. Editing a page created from a template doesn’t affect the original template.

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Creating Custom Templates

Turn any document or database into a reusable template:

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From a Document

1

Create and structure

Build a document with the structure you want to reuse (headings, sections, placeholders)
2

Open page menu

Click the ⋯ menu in the page header
3

Save as template

Select Save as Template (coming soon)
4

Name template

Give your template a descriptive name

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From a Database

1

Configure database

Set up fields, views, filters, and default data
2

Add sample rows

Include example rows to show how the database should be used
3

Save as template

Click ⋯ → Save as Template
Currently, you can duplicate existing pages to reuse them as templates. Native template saving is coming in a future update.

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Template Best Practices

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Document Templates

Use clear headings

Structure with H1, H2, H3 for easy navigation

Add placeholders

Use [Title], [Date], [Description] as fill-in prompts

Include instructions

Add callouts explaining how to use each section

Provide examples

Show sample content in each section as guidance

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Database Templates

Pre-configure fields

Set up all necessary fields with proper types

Create multiple views

Include Grid, Board, and Calendar views where appropriate

Add filters and sorts

Set up useful default filters for common workflows

Include sample data

Add 2-3 example rows showing how to use the database

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Template Ideas by Use Case

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Personal Productivity

Daily Planner
  • Date field (auto-populated)
  • To-do checklist
  • Priority tasks section
  • Notes and reflections area
  • Gratitude journal prompt
Habit Tracker
  • Grid database with dates
  • Checkbox fields for each habit
  • Streak calculation (coming soon)
  • Notes field for observations
Goal Setting
  • Goal statement
  • Why this matters
  • Success metrics
  • Action steps (checklist)
  • Timeline (date field)
  • Progress notes

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Work & Projects

Sprint Planning
  • Board database
  • Columns: Backlog, To Do, In Progress, Done, Blocked
  • Fields: Story points, Assignee, Sprint number
  • Filter by current sprint
1-on-1 Meeting
  • Date and attendees
  • Talking points (bulleted list)
  • Action items (to-do list)
  • Notes section
  • Next meeting date
Product Roadmap
  • Grid database
  • Fields: Feature, Quarter, Status, Priority, Owner
  • Board view grouped by Quarter
  • Calendar view by Target Date

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Creative Work

Blog Post Template 
Title: [Post Title]
Tags: #topic #category
Status: Draft

## Outline
- Introduction
- Main Points
- Conclusion

## Draft
[Write your content here]

## SEO Checklist
- [ ] Keyword research
- [ ] Meta description
- [ ] Alt text for images
- [ ] Internal links
Video Production
  • Board database
  • Stages: Idea, Script, Filming, Editing, Published
  • Fields: Video title, Duration, Platform, Publish date
  • Checklist: Script, B-roll, Thumbnail, Description

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Education

Study Notes
  • Subject heading
  • Date and chapter/topic
  • Key concepts (bulleted)
  • Questions section
  • Practice problems
  • Review checklist
Assignment Tracker
  • Calendar database
  • Fields: Course, Assignment type, Due date, Status
  • Priority field
  • Notes with submission details

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Sharing Templates

Share your custom templates with teammates:
1

Export template

Open the template page → ⋯ → Export
2

Choose format

Select Markdown or AppFlowy format
3

Share file

Send the file to teammates
4

Import template

Teammates use Import to add it to their workspace
Workspace-level template libraries are planned for future releases, making it easier to share templates across teams.

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Converting Existing Pages

Turn any page into a template-ready format:
1

Duplicate the page

Right-click the page → Duplicate
2

Remove specific data

Replace names, dates, and specific information with placeholders
3

Add instructions

Include callouts explaining how to use each section
4

Rename appropriately

Prefix with “Template:” for easy identification

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Example Transformation

Before (Specific): 
Project: Website Redesign
Owner: John Smith
Deadline: March 15, 2024
After (Template): 
Project: [Project Name]
Owner: [Team Member]
Deadline: [Date]

> 💡 Fill in the fields above with your project details

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Template Organization

Keep templates organized in your workspace:

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Folder Structure

Create a dedicated templates folder: 
📁 Templates
  📁 Documents
    📄 Meeting Notes Template
    📄 Project Brief Template
    📄 Weekly Report Template
  📁 Databases
    🗃️ Task Board Template
    🗃️ Project Tracker Template
    🗃️ Content Calendar Template
  📁 Team
    📄 Team-specific templates
Add a ”📋 Templates” prefix to template pages so they sort together in lists.

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Advanced Template Techniques

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Nested Templates

Create hierarchical templates with sub-pages:
  • Project Template (parent)
    • Project Overview (sub-page)
    • Task Database (sub-page)
    • Meeting Notes (sub-page)
    • Resources (sub-page)

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Linked Databases

Include related databases in templates:
  • Main project page with embedded task board
  • Task board with embedded calendar view
  • Content calendar with linked asset database

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Default Values

Set smart defaults in database templates:
  • Status: Default to “Not Started” or “Draft”
  • Assignee: Default to current user
  • Created Date: Auto-populated
  • Priority: Default to “Medium”

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Template Keyboard Shortcuts

ActionShortcut
Duplicate pageCtrl/Cmd + D
New pageCtrl/Cmd + N
Open templates(Click sidebar button)
Quick addCtrl/Cmd + K → type template name

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Community Templates

Explore and share templates with the community:

Template Gallery

Browse hundreds of community-created templates

Submit Templates

Share your templates with the community (coming soon)

GitHub Templates

Contribute templates via GitHub

Discord Community

Request and share templates with other users

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Next Steps

Documents

Learn to create rich document templates

Databases

Master database setup for templates

Collaboration

Share templates with your team

Workspace Setup

Organize your templates effectively

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