Skip to main content

​
What are Templates?

Templates = Designs you can share with your team Example templates: Your company core dashboard homepage, settings page, etc Templates help you organize your best designs and make them easy to reuse. Convert any design into a template, and it will appear in your Templates tab on the dashboard. Templates are perfect for:
  • Creating starting points
  • Sharing reusable interactions with your team
  • Standardizing common page types (landing pages, dashboards, forms, etc.)

​
How to Guides

​
How to Create a Template

Publish Template
  1. Open the design you want to convert into a template
  2. Click the dropdown next to the design name
  3. Select “Publish Template” from the Actions menu
Your design is now a template and will appear in the Templates tab on your dashboard.

​
Share Templates with your workspace

  1. Click Share in the top-right corner of the template.
  2. Click Invite Workspace.
Once shared with the workspace, everyone included can see and fork the template under their “Templates” in the dashboard.

​
How to Fork from a Template

You can fork from templates in two ways: Option 1: Fork from the dashboard Fork from dashboard
  1. Navigate to the Templates tab on your dashboard
  2. Right-click on the template you want to fork
  3. Select “Fork” from the context menu
Option 2: Fork from inside the template Fork from inside template
  1. Open the template you want to fork
  2. Click the dropdown next to the template name
  3. Select “Fork” from the Actions menu
A new design will open in a separate tab. It will be titled “[Template Name] - Forked” by default, but you can rename it anytime. You are free to edit the fork however you like.

​
How to Unpublish a Template

Unpublish Template If you no longer want a design to appear as a template:
  1. Open the template
  2. Click the dropdown next to the template name
  3. Select “Unpublish Template” from the Actions menu
The design will remain in your files but will no longer appear in the Templates tab.