Templates
Find and use a template
Browse every template in one place and start new work from the one you need.
The template library keeps all your starting points in one place, so you can begin a proposal, project, form or automation from something that already works.
Use a template
- Open Templates in the sidebar.
- Choose a category on the left, or stay on All templates to see everything.
- Type in Search templates, or switch between Grid and List to scan faster.
- On the template you want, select Use template.
- Finish the new proposal, form, Smart Flow, workflow or AI worker that opens.
You're done when a new record opens with the template's content already filled in. The template itself stays as it was.
Create a template
Select New template and choose what kind of template to make. Agiled opens the right editor for that kind. Form templates are the exception: build the form first, then choose Save as template in the form builder.
What each category holds
| Group | Category | What it holds |
|---|---|---|
| Everyday work | Projects | Project plans, including their tasks |
| Everyday work | Tasks | Task details, subtasks, dependencies and files |
| Everyday work | Documents | Proposals and contracts |
| Everyday work | Forms | Forms saved from the form builder |
| Everyday work | Invoices & estimates | Layouts for invoices, estimates and credit notes |
| Automation | Smart Flows | Smart Flows your team saved as templates |
| Automation | Workflows | Ready-made automations |
| Automation | AI Workers | Ready-made AI worker roles and instructions |
Email templates are in settings. Select Email templates live in Settings at the bottom of the category list to go there.
Good to know
- Changing a template only affects new records. Records you already made from it stay as they are.
- The actions on a card depend on the kind of template. Project and task cards open for editing, and invoice layouts open in settings.
- If a category is missing, that part of Agiled is turned off or your role can't see it.