Page Templates

Templates let you define reusable page structures that your team can use when creating new pages. Instead of starting from a blank page every time, you can select a template that pre-fills the editor with headings, sections, tables, checklists, and placeholder text. This ensures consistency across your documentation and saves time on repetitive formats.

Creating a template from an existing page

The fastest way to create a template is to save an existing page as one:

1. Open the page you want to use as a template.
2. Click the ... menu in the page header.
3. Select Save as template.
4. Enter a template name and optional description.
5. Select a category (or create a new one).
6. Click Save Template.

The template captures the current content of the page, including all blocks, formatting, tables, and checklists. The original page is not modified.

Creating a template from scratch

You can also build a template directly:

1. Navigate to the Pages section in your project sidebar.
2. Click the Templates tab at the top of the page list.
3. Click New Template.
4. The editor opens with a blank page.
5. Build the template structure — add headings, sections, placeholder text, tables, and any blocks you want included.
6. Enter a template name and description.
7. Select a category.
8. Click Save Template.

TIP

Use placeholder text like "[Describe the feature here]" or "[List the requirements]" to guide users on what to fill in when they use the template.

Using a template to create a page

1. In the Pages section, click + to create a new page.
2. Select From Template instead of starting with a blank page.
3. Browse the available templates or search by name.
4. Click a template to preview its content.
5. Click Use Template to create a new page pre-filled with the template content.
6. The editor opens. Modify the title and content as needed.

The new page is independent of the template. Editing the page does not affect the template, and updating the template does not affect pages already created from it.

Template categories

Categories help organize templates when a project has many of them.

Built-in categories

SetGet provides default categories to get you started:

Category	Description
General	Uncategorized templates and general-purpose formats
Meeting Notes	Templates for recurring meetings, standups, retrospectives
Technical	Architecture decision records, technical specs, runbooks
Project	Status updates, project briefs, milestone summaries
Process	Standard operating procedures, checklists, workflows

Creating a custom category

1. Open the Templates tab.
2. Click the Categories dropdown or gear icon.
3. Select New Category.
4. Enter a category name and optional description.
5. Click Create.

The new category appears in the category list and can be assigned to any template.

Managing categories

Action	How to
Rename	Click the ... menu on the category and select Rename
Delete	Click the ... menu and select Delete. Templates in the category are moved to General.
Reorder	Drag categories in the list to change their display order

Built-in templates

SetGet ships with a set of built-in templates for common documentation needs:

Template	Category	Content
Meeting Notes	Meeting Notes	Date, attendees, agenda, discussion points, action items checklist
Sprint Retrospective	Meeting Notes	What went well, what needs improvement, action items
Technical Spec	Technical	Overview, goals, non-goals, design, alternatives considered, risks
Architecture Decision Record	Technical	Context, decision, status, consequences
Runbook	Technical	Overview, prerequisites, steps, rollback procedure, contacts
Project Brief	Project	Background, objectives, scope, timeline, stakeholders
Status Update	Project	Summary, progress, blockers, next steps
Bug Report	General	Steps to reproduce, expected behavior, actual behavior, environment
Feature Request	General	Problem statement, proposed solution, user impact, priority
Onboarding Guide	Process	Welcome, setup steps, key contacts, first-week checklist

Built-in templates cannot be deleted but can be hidden if not needed. Click the ... menu on a built-in template and select Hide.

Managing templates

Edit a template

1. Open the Templates tab.
2. Click the template you want to edit.
3. Modify the content in the editor.
4. Click Save Template to update.

WARNING

Editing a template does not change pages that were previously created from it. Only new pages created from the template will use the updated content.

Duplicate a template

1. Click the ... menu on the template.
2. Select Duplicate.
3. A copy is created with the name "Copy of [Template Name]".
4. Edit the copy as needed.

Delete a template

1. Click the ... menu on the template.
2. Select Delete.
3. Confirm the deletion.

Deleting a template does not affect pages that were created from it. The pages remain intact.

Template visibility

Scope	Description
Project templates	Available to all members of the project where they were created
Workspace templates	Available across all projects in the workspace (created by workspace admins)

Project admins can create project-level templates. Workspace admins can create workspace-level templates that appear in all projects.

Best practices

• Standardize common formats — create templates for recurring document types (meeting notes, specs, RFCs) so every instance follows the same structure.
• Include guidance text — add placeholder prompts that tell the user what to write in each section.
• Keep templates focused — a template should define structure, not content. Avoid filling templates with specific details that will need to be rewritten.
• Review templates periodically — as your team's processes evolve, update templates to reflect current practices.
• Use categories — organize templates by purpose so team members can quickly find the right one.
• Start from built-in templates — customize the built-in templates rather than creating everything from scratch.

Related pages

• Manage Pages — Page creation and management
• Page Editor — Rich text editing guide
• Editor Blocks — Block type reference
• Wiki — Structured knowledge base mode