Templates interface showing built-in and custom templates with management options

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Overview

Templates provide reusable sheet structures that help your organization work consistently and efficiently. Access all templates from the Templates page where you can view built-in templates and manage your custom ones.

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Accessing Templates

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Templates Page Interface

The Templates page shows all available templates in an organized card layout: Built-in Templates:
  • Display with “Built-in Template” badges
  • Include column counts and feature tags
  • Cannot be edited or deleted
  • Available to all organization members
Custom Templates:
  • Show edit and delete icons for templates you own
  • Display “Edit Template” button for modifications
  • Include column counts and customizable descriptions
  • Can be shared with your organization

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Creating New Content from Templates

1

Access Creation

Click + Create Template to make a new template, or use templates when creating sheets
2

Choose Template

Select from built-in templates or your custom templates
3

Configure Settings

Set name, location, and access permissions
4

Start Working

Your new content includes all template structure and settings

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Built-in Templates

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Default Company Research

Track and analyze companies including funding, web traffic, and key metrics. 14 columns including:
  • Company Details: Company name, website, industry, location
  • Website: Traffic analysis and web presence data
  • Location: Geographic information and market presence
  • Funding: Investment rounds, total funding, investors
  • Business Metrics: Revenue, growth rate, employee count
  • Research Columns: AI-powered company analysis and insights

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Default People Research

Track and research people including their professional details and contact information. 15 columns including:
  • Contact Info: Name, email, phone, social profiles
  • Professional Info: Title, company, department, experience level
  • LinkedIn Profile: LinkedIn data and professional network
  • Background: Education, career history, skills
  • Research Data: AI-powered professional analysis
  • Engagement: Interaction history and personalization data

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Template Management

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Editing Custom Templates

For templates you’ve created, use the template management options:
1

Access Template

Navigate to the Templates page to view all your templates
2

Edit Template

Click the Edit Template button or edit icon on your custom template
3

Modify Structure

Update columns, settings, descriptions, and sharing permissions
4

Save Changes

Save your modifications to update the template for future use

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Template Actions

Edit Options:
  • Edit Icon: Quick access to template editor
  • Edit Template Button: Full template modification interface
  • Column Management: Add, remove, or modify template columns
  • Settings Update: Change template name, description, and sharing
Delete Options:
  • Delete Icon: Remove custom templates you no longer need
  • Confirmation Required: Prevents accidental template deletion
  • Impact Warning: Shows which content uses the template before deletion
Built-in templates (marked with “Built-in Template” badges) cannot be edited or deleted, but you can create custom templates based on them.

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Specialized Template Examples

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Clinical Trials Template

  • Trial Information: NCT numbers, phases, status
  • Sponsors: Companies, investigators, sites
  • Medical Details: Indications, populations, endpoints
  • Timeline: Start dates, milestones, completion
  • Regulatory: FDA status, approvals, submissions

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Patent Research Template

  • Patent Info: Numbers, titles, inventors, assignees
  • Classification: IPC/CPC codes, technology categories
  • Analysis: Patent family, citations, legal status
  • Commercial: Applications, licensing opportunities

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Publication Research Template

  • Bibliographic: Title, authors, journal, publication date
  • Content: Abstract, keywords, methodology, findings
  • Network: Author affiliations, funding sources
  • Impact: Citations, collaboration networks

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Creating Custom Templates

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Using the Create Template Button

Access template creation from the Templates page:
1

Access Templates Page

Navigate to the Templates page in your workspace
2

Start Creation

Click the + Create Template button in the top rightTemplate Editor Pn
3

Configure Template

Set up your template structure:
  • Name: Choose a descriptive template name
  • Description: Explain the template’s purpose
  • Columns: Define the column types and settings
  • Research Settings: Configure AI research capabilities
4

Set Sharing

Choose template visibility:
  • Personal: Only you can use this template
  • Organization: Available to all team members
5

Save Template

Save your template to make it available for creating new sheet