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Create a Valuecase template

Jan Niklas Wick avatar
Written by Jan Niklas Wick
Updated over 2 weeks ago

Templates help you standardize your spaces. Use them to reuse pages, checklists, forms, and automations across customers.

This article explains how to create a new template and start editing it.

Create a Template

  1. In the dashboard, open Templates

  2. Click Create template

  3. Choose how to start:

    • Start from a library template (recommended) to copy a ready-made setup, or

    • Start from scratch to build your own

  4. Enter a template name

  5. Click Create

You can also copy one of your existing Templates. In the Template list, click on the 3-dot-menu next to the template you want to copy and select "Duplicate template".

Next Steps

After creating the template, you can:

  • Add pages and content in the Editor

  • Build your onboarding steps in the Checklist

  • Configure Workflows to trigger actions in new spaces created from this template

Related Articles
Checklist feature in Templates & Spaces
Create a space
Overview: Editor for Templates (and Spaces)
Using Valuecase AI Chat
What are Templates vs. Spaces in Valuecase?
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