Templates
Templates are most useful when they remove setup friction without forcing the wrong workflow on you.
When to start from a template
Start from a template when:
- The project type repeats often
- You already know the shape of the workflow
- You want a faster first useful draft of the workspace
What to customize first
The best early edits are usually:
- Section names
- Table columns
- Board stages
- Supporting notes and instructions
Keep templates practical
The goal is not to preserve the template exactly. The goal is to use it as a quicker route into a workspace that actually matches your project.