Pre-designed frameworks or layouts that users can customize to quickly create documents, projects, or workflows.
Productivity
In our reference library
Templates are pre-built frameworks or layouts that users fill in rather than start from scratch, covering documents, projects, campaigns, code, and entire workflows. They accelerate common tasks, enforce consistency, and encode established best practices into repeatable structures. For software buyers, the quality and breadth of templates is a meaningful evaluation signal: rich libraries reduce time-to-value, while sparse libraries shift configuration work to the customer. Good templates are customizable, versioned, and shareable across teams, so improvements made by one group spread to others. In project management tools, templates standardize onboarding, planning, and reporting across many initiatives. Teams should review templates for fit with their actual process rather than adopt them blindly, since a template that bakes in a mismatched workflow can institutionalize inefficiency.