Templates

Card Templates

Never start from scratch again.

Card Templates define the default structure of a task or work item. They standardize how information is captured, displayed, and managed inside Spaces.

Key Features

• Reusable Task Models: Predefine fields, notes, to-do lists, documents, or even subcards.
• Visual Identification: Template cards are highlighted in blue for clarity.
• Default Application: Set a default template so every new card automatically inherits it.
• On-Demand Use: Apply templates to new or existing cards without overwriting current elements.
• Ordering and Duplication: Prioritize frequently used templates or duplicate existing cards to form new ones.
• Dynamic Setup: Combine with document folder definitions to automatically create structured storage.

Business Example

An HR department creates a “New Employee OnSpaceing” card template with:

Due dates and responsible roles.
Each time a new employee joins, the onSpaceing card is generated instantly — identical, compliant, and traceable.

Checklists for IT setup, orientation, and training.

Attached HR documents.