Templates Library
Copy-pasteable templates for common documents and workflows. Each template is ready to use and fully customizable.
Meeting Notes Template
Professional meeting notes with action items and follow-ups.
# Template: Meeting Notes
name: Meeting Notes
type: document_template
category: meetings
structure:
- section: Header
fields:
- name: Meeting Title
type: text
required: true
- name: Date
type: date
auto_fill: current_date
- name: Time
type: time
- name: Location
type: select
options:
- Office - Conference Room A
- Office - Conference Room B
- Zoom
- Google Meet
- Phone
- name: Meeting Type
type: select
options:
- Weekly Sync
- Planning
- Review
- Brainstorm
- Client Meeting
- One-on-One
- All Hands
- name: Attendees
type: multi_person
required: true
- name: Facilitator
type: person
- name: Note Taker
type: person
auto_fill: current_user
- section: Agenda
fields:
- name: Agenda Items
type: checklist
items:
- Check-in / Updates
- Main Discussion Topics
- Decisions Needed
- Action Items Review
- Next Steps
- section: Discussion
fields:
- name: Key Points
type: rich_text
placeholder: |
Document main discussion points:
- Topic 1: [Details]
- Topic 2: [Details]
- Topic 3: [Details]
- name: Decisions Made
type: rich_text
placeholder: |
Record all decisions:
1. Decision: [Details]
Rationale: [Why this decision was made]
Owner: [Who is responsible]
- name: Questions Raised
type: rich_text
placeholder: |
Unanswered questions to follow up on:
- Q: [Question]
A: [Answer or "To be determined"]
- section: Action Items
fields:
- name: Actions
type: table
columns:
- name: Action Item
type: text
- name: Owner
type: person
- name: Due Date
type: date
- name: Priority
type: select
options:
- High
- Medium
- Low
- name: Status
type: select
options:
- Not Started
- In Progress
- Completed
- Blocked
- section: Follow-up
fields:
- name: Next Meeting
type: date
- name: Next Meeting Agenda
type: text
- name: Parking Lot
type: rich_text
placeholder: "Topics to discuss later"
- name: Resources & Links
type: rich_text
content_template: |
# {{Meeting Title}}
**Date:** {{Date}}
**Time:** {{Time}}
**Location:** {{Location}}
**Type:** {{Meeting Type}}
## Attendees
{{Attendees}}
**Facilitator:** {{Facilitator}}
**Note Taker:** {{Note Taker}}
---
## Agenda
{{Agenda Items}}
---
## Discussion Notes
### Key Points
{{Key Points}}
### Decisions Made
{{Decisions Made}}
### Questions & Answers
{{Questions Raised}}
---
## Action Items
{{Actions}}
---
## Next Steps
**Next Meeting:** {{Next Meeting}}
**Agenda:** {{Next Meeting Agenda}}
### Parking Lot (Future Topics)
{{Parking Lot}}
### Resources
{{Resources & Links}}
---
*Notes taken by {{Note Taker}} on {{Date}}*Usage Example
# Q1 Planning Meeting
**Date:** 2025-01-15
**Time:** 10:00 AM - 11:30 AM
**Location:** Zoom
**Type:** Planning
## Attendees
- Sarah Johnson (Product)
- Mike Chen (Engineering)
- Lisa Wang (Design)
- Tom Brown (Marketing)
**Facilitator:** Sarah Johnson
**Note Taker:** Current User
---
## Discussion Notes
### Key Points
- Reviewed Q4 results: exceeded revenue target by 15%
- Identified 3 major features for Q1 roadmap
- Discussed resource allocation across teams
- Agreed on new sprint structure (2-week cycles)
### Decisions Made
1. **Decision:** Launch new dashboard feature in March
**Rationale:** Customer demand is high, engineering capacity available
**Owner:** Mike Chen
2. **Decision:** Hire 2 additional engineers
**Rationale:** Support Q1 roadmap and reduce team burnout
**Owner:** Sarah Johnson
### Action Items
| Action Item | Owner | Due Date | Priority | Status |
|------------|-------|----------|----------|---------|
| Create technical spec for dashboard | Mike Chen | 2025-01-22 | High | Not Started |
| Draft job descriptions | Sarah Johnson | 2025-01-18 | High | In Progress |
| User research interviews | Lisa Wang | 2025-01-29 | Medium | Not Started |
| Marketing campaign plan | Tom Brown | 2025-02-01 | Medium | Not Started |
---
## Next Steps
**Next Meeting:** 2025-01-22
**Agenda:** Review technical specs and finalize Q1 prioritiesProject Brief Template
Comprehensive project kickoff document.
# Template: Project Brief
name: Project Brief
type: document_template
category: project_management
structure:
- section: Overview
fields:
- name: Project Name
type: text
required: true
- name: Project Code
type: text
placeholder: "e.g., PROJ-001"
- name: Status
type: select
options:
- Planning
- Active
- On Hold
- Completed
- Cancelled
default: Planning
- name: Priority
type: select
options:
- Critical
- High
- Medium
- Low
- name: Start Date
type: date
- name: Target End Date
type: date
- name: Actual End Date
type: date
- section: Team
fields:
- name: Project Owner
type: person
required: true
- name: Project Manager
type: person
- name: Team Members
type: multi_person
- name: Stakeholders
type: multi_person
- name: Executive Sponsor
type: person
- section: Project Details
fields:
- name: Executive Summary
type: rich_text
placeholder: "2-3 paragraph overview of the project"
- name: Background
type: rich_text
placeholder: "Why is this project needed?"
- name: Business Case
type: rich_text
placeholder: "What problem does this solve? What value does it create?"
- name: Objectives
type: rich_text
placeholder: |
List specific, measurable objectives:
1. Objective 1
2. Objective 2
3. Objective 3
- name: Success Criteria
type: rich_text
placeholder: "How will we measure success?"
- name: Key Results
type: table
columns:
- name: Key Result
type: text
- name: Target
type: number
- name: Current
type: number
- name: Status
type: select
- section: Scope
fields:
- name: In Scope
type: rich_text
placeholder: "What is included in this project?"
- name: Out of Scope
type: rich_text
placeholder: "What is explicitly NOT included?"
- name: Assumptions
type: rich_text
- name: Constraints
type: rich_text
- name: Dependencies
type: rich_text
- section: Deliverables
fields:
- name: Deliverables List
type: table
columns:
- name: Deliverable
type: text
- name: Description
type: text
- name: Owner
type: person
- name: Due Date
type: date
- name: Status
type: select
- section: Timeline & Milestones
fields:
- name: Project Phases
type: rich_text
- name: Major Milestones
type: table
columns:
- name: Milestone
type: text
- name: Date
type: date
- name: Completion Criteria
type: text
- name: Status
type: select
- section: Budget & Resources
fields:
- name: Total Budget
type: number
format: currency
- name: Budget Breakdown
type: table
columns:
- name: Category
type: text
- name: Amount
type: number
- name: Notes
type: text
- name: Resource Requirements
type: rich_text
- section: Risks & Mitigation
fields:
- name: Risk Register
type: table
columns:
- name: Risk
type: text
- name: Probability
type: select
- name: Impact
type: select
- name: Mitigation Strategy
type: text
- name: Owner
type: person
- section: Communication Plan
fields:
- name: Status Update Frequency
type: select
options:
- Daily
- Weekly
- Bi-weekly
- Monthly
- name: Status Update Format
type: select
options:
- Email
- Slack
- Meeting
- Dashboard
- name: Stakeholder Communication
type: rich_text
content_template: |
# {{Project Name}}
**Project Code:** {{Project Code}}
**Status:** {{Status}}
**Priority:** {{Priority}}
**Timeline:** {{Start Date}} - {{Target End Date}}
---
## Team
- **Project Owner:** {{Project Owner}}
- **Project Manager:** {{Project Manager}}
- **Team Members:** {{Team Members}}
- **Stakeholders:** {{Stakeholders}}
- **Executive Sponsor:** {{Executive Sponsor}}
---
## Executive Summary
{{Executive Summary}}
## Background
{{Background}}
## Business Case
{{Business Case}}
---
## Objectives
{{Objectives}}
## Success Criteria
{{Success Criteria}}
### Key Results
{{Key Results}}
---
## Scope
### In Scope
{{In Scope}}
### Out of Scope
{{Out of Scope}}
### Assumptions
{{Assumptions}}
### Constraints
{{Constraints}}
### Dependencies
{{Dependencies}}
---
## Deliverables
{{Deliverables List}}
---
## Timeline & Milestones
### Project Phases
{{Project Phases}}
### Major Milestones
{{Major Milestones}}
---
## Budget & Resources
**Total Budget:** {{Total Budget}}
### Budget Breakdown
{{Budget Breakdown}}
### Resource Requirements
{{Resource Requirements}}
---
## Risks & Mitigation
{{Risk Register}}
---
## Communication Plan
- **Status Updates:** {{Status Update Frequency}} via {{Status Update Format}}
- **Stakeholder Communication:** {{Stakeholder Communication}}Weekly Review Template
Personal or team weekly reflection and planning.
# Template: Weekly Review
name: Weekly Review
type: document_template
category: productivity
structure:
- section: Header
fields:
- name: Week Of
type: date
required: true
- name: Reviewer
type: person
auto_fill: current_user
- name: Team
type: select
options:
- Personal
- Engineering
- Product
- Marketing
- Sales
- Design
- section: Last Week Review
fields:
- name: Accomplishments
type: rich_text
placeholder: |
What did we accomplish?
- Achievement 1
- Achievement 2
- Achievement 3
- name: Key Metrics
type: table
columns:
- name: Metric
type: text
- name: Target
type: number
- name: Actual
type: number
- name: Variance
type: formula
- name: Challenges
type: rich_text
placeholder: "What obstacles did we face?"
- name: Lessons Learned
type: rich_text
placeholder: "What did we learn?"
- name: Wins
type: rich_text
placeholder: "What should we celebrate?"
- section: This Week Planning
fields:
- name: Focus Areas
type: rich_text
placeholder: |
Top 3 priorities:
1. Priority 1
2. Priority 2
3. Priority 3
- name: Goals
type: table
columns:
- name: Goal
type: text
- name: Owner
type: person
- name: Due Date
type: date
- name: Status
type: select
- name: Scheduled Events
type: rich_text
placeholder: "Important meetings, deadlines, events"
- name: Blockers
type: rich_text
placeholder: "What might prevent progress?"
- section: Reflection
fields:
- name: Energy Level
type: rating
max: 5
- name: Team Morale
type: rating
max: 5
- name: Progress Toward Goals
type: select
options:
- Ahead of Schedule
- On Track
- Slightly Behind
- Significantly Behind
- name: Notes
type: rich_text
content_template: |
# Weekly Review - Week of {{Week Of}}
**Reviewer:** {{Reviewer}}
**Team:** {{Team}}
---
## Last Week Review
### Accomplishments
{{Accomplishments}}
### Key Metrics
{{Key Metrics}}
### Challenges
{{Challenges}}
### Lessons Learned
{{Lessons Learned}}
### Wins & Celebrations
{{Wins}}
---
## This Week Planning
### Focus Areas
{{Focus Areas}}
### Goals
{{Goals}}
### Scheduled Events
{{Scheduled Events}}
### Potential Blockers
{{Blockers}}
---
## Reflection
**Energy Level:** {{Energy Level}}/5
**Team Morale:** {{Team Morale}}/5
**Progress:** {{Progress Toward Goals}}
### Notes
{{Notes}}Standard Operating Procedure (SOP) Template
Document repeatable processes and procedures.
# Template: Standard Operating Procedure
name: Standard Operating Procedure (SOP)
type: document_template
category: documentation
structure:
- section: Header
fields:
- name: Procedure Title
type: text
required: true
- name: SOP ID
type: text
placeholder: "SOP-XXX"
- name: Version
type: text
default: "1.0"
- name: Department
type: select
options:
- Engineering
- Product
- Sales
- Marketing
- Customer Success
- Operations
- HR
- Finance
- name: Process Owner
type: person
required: true
- name: Created Date
type: date
auto_fill: created_at
- name: Last Updated
type: date
auto_fill: updated_at
- name: Review Date
type: date
- name: Status
type: select
options:
- Draft
- Under Review
- Approved
- Archived
default: Draft
- section: Overview
fields:
- name: Purpose
type: rich_text
placeholder: "Why does this procedure exist?"
- name: Scope
type: rich_text
placeholder: "What does this cover? What is excluded?"
- name: Definitions
type: table
columns:
- name: Term
type: text
- name: Definition
type: text
- name: Roles & Responsibilities
type: table
columns:
- name: Role
type: text
- name: Responsibilities
type: text
- section: Prerequisites
fields:
- name: Required Tools
type: checklist
- name: Required Access
type: checklist
- name: Required Knowledge
type: rich_text
- name: Related Documents
type: rich_text
- section: Procedure Steps
fields:
- name: Steps
type: table
columns:
- name: Step
type: number
- name: Action
type: text
- name: Responsible Party
type: person
- name: Expected Outcome
type: text
- name: Notes
type: text
- name: Detailed Instructions
type: rich_text
placeholder: |
Provide detailed step-by-step instructions:
## Step 1: [Title]
Description and details...
## Step 2: [Title]
Description and details...
- section: Quality Control
fields:
- name: Checkpoints
type: checklist
placeholder: "Quality checkpoints throughout the process"
- name: Success Criteria
type: rich_text
placeholder: "How do you know the procedure was completed successfully?"
- name: Common Errors
type: table
columns:
- name: Error
type: text
- name: Cause
type: text
- name: Solution
type: text
- section: Additional Information
fields:
- name: Best Practices
type: rich_text
- name: Tips & Tricks
type: rich_text
- name: FAQs
type: rich_text
- name: Contact Information
type: table
columns:
- name: Role
type: text
- name: Name
type: person
- name: Contact
type: text
- section: Revision History
fields:
- name: Changes
type: table
columns:
- name: Version
type: text
- name: Date
type: date
- name: Author
type: person
- name: Changes Made
type: text
content_template: |
# {{Procedure Title}}
**SOP ID:** {{SOP ID}}
**Version:** {{Version}}
**Department:** {{Department}}
**Process Owner:** {{Process Owner}}
**Created:** {{Created Date}}
**Last Updated:** {{Last Updated}}
**Next Review:** {{Review Date}}
**Status:** {{Status}}
---
## Purpose
{{Purpose}}
## Scope
{{Scope}}
## Definitions
{{Definitions}}
## Roles & Responsibilities
{{Roles & Responsibilities}}
---
## Prerequisites
### Required Tools
{{Required Tools}}
### Required Access
{{Required Access}}
### Required Knowledge
{{Required Knowledge}}
### Related Documents
{{Related Documents}}
---
## Procedure
### Steps Overview
{{Steps}}
### Detailed Instructions
{{Detailed Instructions}}
---
## Quality Control
### Checkpoints
{{Checkpoints}}
### Success Criteria
{{Success Criteria}}
### Common Errors & Solutions
{{Common Errors}}
---
## Additional Information
### Best Practices
{{Best Practices}}
### Tips & Tricks
{{Tips & Tricks}}
### FAQs
{{FAQs}}
### Contact Information
{{Contact Information}}
---
## Revision History
{{Changes}}One-on-One Meeting Template
Structured template for manager-employee check-ins.
# Template: One-on-One
name: One-on-One Meeting
type: document_template
category: hr
structure:
- section: Meeting Info
fields:
- name: Employee
type: person
required: true
- name: Manager
type: person
required: true
- name: Date
type: date
auto_fill: current_date
- name: Meeting Number
type: number
placeholder: "e.g., Weekly #15"
- section: Check-in
fields:
- name: How are you feeling?
type: select
options:
- Great
- Good
- Okay
- Not Great
- Struggling
- name: Energy Level
type: rating
max: 5
- name: Work-Life Balance
type: rating
max: 5
- name: General Updates
type: rich_text
placeholder: "What's new since we last talked?"
- section: Work Discussion
fields:
- name: Current Projects
type: rich_text
placeholder: "What are you working on?"
- name: Wins & Accomplishments
type: rich_text
placeholder: "What went well?"
- name: Challenges
type: rich_text
placeholder: "What's been difficult?"
- name: Blockers
type: rich_text
placeholder: "What's preventing progress?"
- name: Support Needed
type: rich_text
placeholder: "How can I help?"
- section: Growth & Development
fields:
- name: Learning Goals
type: rich_text
placeholder: "What do you want to learn?"
- name: Career Aspirations
type: rich_text
placeholder: "Where do you want to go?"
- name: Feedback Request
type: rich_text
placeholder: "What feedback do you want?"
- name: Skills to Develop
type: multi_select
options:
- Leadership
- Technical Skills
- Communication
- Project Management
- Mentoring
- Strategic Thinking
- section: Team & Culture
fields:
- name: Team Dynamics
type: rich_text
placeholder: "How's the team working together?"
- name: Process Improvements
type: rich_text
placeholder: "What could we do better?"
- name: Recognition
type: rich_text
placeholder: "Who should we recognize?"
- section: Action Items
fields:
- name: Manager Actions
type: table
columns:
- name: Action
type: text
- name: Due Date
type: date
- name: Status
type: select
- name: Employee Actions
type: table
columns:
- name: Action
type: text
- name: Due Date
type: date
- name: Status
type: select
- section: Next Meeting
fields:
- name: Next Meeting Date
type: date
- name: Topics for Next Time
type: rich_text
- name: Private Notes
type: rich_text
visibility: manager_only
content_template: |
# 1:1 - {{Employee}} & {{Manager}}
**Date:** {{Date}}
**Meeting:** {{Meeting Number}}
---
## Check-in
**Mood:** {{How are you feeling?}}
**Energy:** {{Energy Level}}/5
**Work-Life Balance:** {{Work-Life Balance}}/5
### General Updates
{{General Updates}}
---
## Work Discussion
### Current Projects
{{Current Projects}}
### Wins & Accomplishments
{{Wins & Accomplishments}}
### Challenges
{{Challenges}}
### Blockers
{{Blockers}}
### Support Needed
{{Support Needed}}
---
## Growth & Development
### Learning Goals
{{Learning Goals}}
### Career Aspirations
{{Career Aspirations}}
### Feedback Request
{{Feedback Request}}
### Skills to Develop
{{Skills to Develop}}
---
## Team & Culture
### Team Dynamics
{{Team Dynamics}}
### Process Improvements
{{Process Improvements}}
### Recognition
{{Recognition}}
---
## Action Items
### Manager Actions
{{Manager Actions}}
### Employee Actions
{{Employee Actions}}
---
## Next Meeting
**Date:** {{Next Meeting Date}}
### Topics for Next Time
{{Topics for Next Time}}Product Requirements Document (PRD) Template
Complete template for product specifications.
# Template: Product Requirements Document
name: Product Requirements Document (PRD)
type: document_template
category: product
structure:
- section: Header
fields:
- name: Feature Name
type: text
required: true
- name: PRD ID
type: text
- name: Status
type: select
options:
- Draft
- Under Review
- Approved
- In Development
- Shipped
- name: Product Manager
type: person
required: true
- name: Engineering Lead
type: person
- name: Design Lead
type: person
- name: Created Date
type: date
auto_fill: created_at
- name: Target Ship Date
type: date
- section: Executive Summary
fields:
- name: Overview
type: rich_text
placeholder: "Brief description of the feature"
- name: Problem Statement
type: rich_text
placeholder: "What problem are we solving?"
- name: Proposed Solution
type: rich_text
placeholder: "How will we solve it?"
- name: Success Metrics
type: table
columns:
- name: Metric
type: text
- name: Current
type: number
- name: Target
type: number
- name: Timeline
type: text
- section: User Research
fields:
- name: Target Users
type: rich_text
- name: User Pain Points
type: rich_text
- name: User Stories
type: rich_text
placeholder: |
As a [user type], I want [feature] so that [benefit]
- name: Research Findings
type: rich_text
- section: Requirements
fields:
- name: Functional Requirements
type: table
columns:
- name: Requirement ID
type: text
- name: Description
type: text
- name: Priority
type: select
- name: Status
type: select
- name: Non-Functional Requirements
type: rich_text
placeholder: "Performance, security, scalability requirements"
- name: Design Requirements
type: rich_text
- name: Technical Constraints
type: rich_text
- section: Implementation
fields:
- name: Technical Approach
type: rich_text
- name: Architecture
type: rich_text
- name: API Specifications
type: rich_text
- name: Database Changes
type: rich_text
- name: Third-Party Integrations
type: rich_text
- section: Risks & Dependencies
fields:
- name: Risks
type: table
columns:
- name: Risk
type: text
- name: Impact
type: select
- name: Mitigation
type: text
- name: Dependencies
type: rich_text
- name: Open Questions
type: rich_text
content_template: |
# PRD: {{Feature Name}}
**PRD ID:** {{PRD ID}}
**Status:** {{Status}}
**Target Ship:** {{Target Ship Date}}
**Product Manager:** {{Product Manager}}
**Engineering Lead:** {{Engineering Lead}}
**Design Lead:** {{Design Lead}}
---
## Executive Summary
{{Overview}}
### Problem Statement
{{Problem Statement}}
### Proposed Solution
{{Proposed Solution}}
### Success Metrics
{{Success Metrics}}
---
## User Research
### Target Users
{{Target Users}}
### User Pain Points
{{User Pain Points}}
### User Stories
{{User Stories}}
### Research Findings
{{Research Findings}}
---
## Requirements
### Functional Requirements
{{Functional Requirements}}
### Non-Functional Requirements
{{Non-Functional Requirements}}
### Design Requirements
{{Design Requirements}}
### Technical Constraints
{{Technical Constraints}}
---
## Implementation
### Technical Approach
{{Technical Approach}}
### Architecture
{{Architecture}}
### API Specifications
{{API Specifications}}
### Database Changes
{{Database Changes}}
### Third-Party Integrations
{{Third-Party Integrations}}
---
## Risks & Dependencies
### Risks
{{Risks}}
### Dependencies
{{Dependencies}}
### Open Questions
{{Open Questions}}Quick Reference
Using Templates
- Copy the template to your workspace
- Fill in the fields with your specific information
- Customize to match your needs
- Save and reuse for similar documents
Template Categories
- Meetings: 1:1s, team meetings, client meetings
- Projects: Briefs, specs, status reports
- Processes: SOPs, checklists, workflows
- Reviews: Weekly, monthly, quarterly
- Documentation: Technical docs, user guides
See Also:
- Workspace Examples - Complete workspace setups
- Workflow Examples - End-to-end processes