In some databases, you may want to create the same type of page over and over again — like a bug report, or notes from a sales meeting. To do this, you can make and use templates within a database.
Define the properties and page structure you want, and replicate that format whenever you need. Here are just a few examples where this might come in handy:
- A database of design specs where you can replicate pages with the same tags and sections for research, feature purpose, requirements, and how to measure success.
- A database of meeting notes can house knowledge from sales meetings, marketing meetings, design meetings etc. You can create distinct templates for each type of meeting but keep them all in the same database for transparency across teams.
- A database of recipes may include a template that structures all pages the same way to include ingredients, instructions, image placeholders, etc. 🍪
Using database templates can help you and your team stick to structures and workflows that you want to use repeatedly.
Create a database template
There are two ways to create templates in a database:
- Click the dropdown menu on the right side of the blue
New button located at the top right of any database. There, you'll be able to select an empty page, an existing template, or
+ New Template.
- You'll also see this option on every new page. If you have no templates, you'll be prompted to create one. If you do, you'll see them in a list along with
+ New Template.
Edit a database template
- When you're editing a new or existing template, you'll see a gray bar across the top indicating which database it's a part of.
- On this page, you can define properties and page structure for your template.
- For example, you could create a template for bug reports that automatically puts
Bug in the tags property and
Simon Last in the assigned property.
- You could also create headings in the page for how the bug was reported, screenshots of its occurrence, and recommendations for fixing it.
- Whatever you title this page will be the name of the template you use going forward. For instance, you might title this one
- This template can be instantly generated every time there's a bug. The new page will automatically put
Bug in tags and
Simon Last in assigned, and include your chosen headings in the body of the page, like this:
- Templates can contain any type of content, including images, embeds, and pages. Whatever you choose will show up identically on each page created with the template.
- Note: If you add a relation property to a template, do not fill it in unless you want every page you create with that template to relate to the same page.