When to use

Templates in Workflowy help you save time and stay consistent by reusing structures you rely on.

Whether it’s a meeting agenda, weekly planner, or project checklist, you can turn any set of bullets into a template.

Just duplicate or mirror it whenever you need it - no need to start from scratch.

Templates keep your workflows fast, repeatable, and tailored to how you work.

Create a template

There are two ways to turn an item and its contents into a template.

The first way is to add the hashtag '#template' to the item, and the second way is to use the item menu.

Edit a template

You can edit a template at any time.

Note: Removing the '#template' tag will turn the item back into a regular item.

Insert a template

You can insert any template in your account with the 'Add from template' slash command. This slash command will search your entire account for all items with the #template tag.