Page templates Pro

Page Templates help you standardize and streamline your documentation workflow by providing reusable page structures for common content types. Instead of manually creating similar pages from scratch, templates allow you to quickly apply predefined formats and content, saving time and ensuring consistency across your workspace.

Templates are perfect for teams who:

• Create recurring documentation with similar structures.
• Need to maintain consistency across pages and content.
• Want to reduce setup time for new documentation.
• Need to ensure all pages follow standard formats and include required information.

Create page template

1. Navigate to Workspace Settings.

   

2. Select the Templates tab on the right pane.

3. Click the Create template button in the top-right corner.

4. Select Page template from the dropdown options.

5. Fill in the template details:

   

   • Give your template a clear, descriptive name.
   • Add a description explaining when and how to use this template.
   • Design your page layout and add any standard content, headers, or formatting.
   • Include placeholder text or instructions for future users.
   • Set up any recurring elements like tables, checklists, or sections.

6. Click Create page template to save.

Use page templates

Once you've created templates, you can use them whenever you create a new page.

1. Create a page in a project, the wiki, or a teamspace. See Create pages.
2. While the page is still empty, click Choose from template above the title, next to Icon.
3. Search for or pick a template.
4. Plane fills in the page's title and content from the template. Replace the placeholder content with your own.

The Choose from template button only shows on an empty page that you can edit. Once the page has content, it disappears.

Alternatively, from the Templates settings page:

1. Find your template in the list.
2. Click Use template next to the template name.
3. Plane creates a new page from the template and opens it. From Workspace settings, the page is created in the wiki. From Project settings, it's created in that project.

Manage templates

You can manage your templates from two locations:

• Workspace-level templates: Access from Workspace Settings > Templates
• Project-level templates: Access from Project Settings > Templates

From either location you can:

• View all existing templates
• Create new templates
• Use existing templates
• Edit or delete templates