How to Create Shared Card Templates for Your Team

Templates are reusable card designs, grouped by category. Cards linked to a template share its design and sections.

Open templates

Go to Team (in team workspaces) or Templates.

Create a category

Templates live in categories, such as "Sales" or "Corporate".

1. Select New category.
2. Enter a name and choose a color.
3. Select Create.

Create a template

1. Select New template.
2. Enter a Template name, for example "Sales Card", and pick its category.
3. Open the template to design it: colors, cover, logo, sections and buttons.
4. Save.

What the template controls

The design and sections come from the template. Each person can still personalize their images, info, social links and actions on their own card.

Manage templates

Use the menu on a template or category to rename, edit or delete it. When you delete a category, its templates move to Uncategorized.

Only owners and admins can create and edit templates. Members see the templates that an admin has added.