Base Examples & Use Cases

# Identity
title: text (required)
project_code: text
description: long_text
 
# Status & Priority
status: select
  options:
    - Planning (blue)
    - Active (green)
    - On Hold (yellow)
    - Completed (gray)
    - Cancelled (red)
 
priority: select
  options:
    - Critical (red)
    - High (orange)
    - Medium (yellow)
    - Low (blue)
 
# Timeline
start_date: date
due_date: date
completed_date: date
 
# Resources
budget: number (currency, USD)
owner: text
team: tags
 
# Tracking
progress: number (percentage)
health: select
  options:
    - On Track (green)
    - At Risk (yellow)
    - Blocked (red)

name: "All Projects"
type: table
visible_properties:
  - title
  - status
  - priority
  - owner
  - due_date
  - budget
  - progress
sort:
  - priority: desc
  - due_date: asc

name: "Project Board"
type: kanban
column_property: status
card_properties:
  - priority
  - owner
  - due_date
  - progress
wip_limits:
  Active: 5

name: "Project Timeline"
type: calendar
date_field: due_date
color_by: status
show_properties:
  - owner
  - priority

"Active High Priority":
  - status equals "Active"
  - priority in ["Critical", "High"]
 
"At Risk":
  - health equals "At Risk"
  - status equals "Active"
 
"Due This Month":
  - due_date relative "this month"
  - status not_equals "Completed"
 
"My Projects":
  - owner equals "{{current_user}}"
  - status in ["Planning", "Active"]

# Core
title: text (required)
description: long_text
completed: checkbox
 
# Organization
status: select
  - Inbox (gray)
  - Next (blue)
  - Waiting (yellow)
  - Someday (purple)
  - Done (green)
 
priority: select
  - P1 - Urgent (red)
  - P2 - High (orange)
  - P3 - Normal (yellow)
  - P4 - Low (blue)
 
# Context
project: text
area: select
  - Work
  - Personal
  - Home
  - Learning
 
tags: tags
  - urgent
  - quick-win
  - deep-work
  - admin
 
# Timing
due_date: date
scheduled_date: date
completed_date: date
 
# Effort
estimated_hours: number
actual_hours: number
 
# Assignment
assignee: text

name: "Next Actions"
type: list
filters:
  - status equals "Next"
  - completed is_false
group_by: project
sort: priority desc

name: "This Week"
type: table
filters:
  - due_date relative "this week"
  - completed is_false
sort:
  - due_date asc
  - priority desc

name: "Task Board"
type: kanban
column_property: status
filters:
  - status not_equals "Done"
  - completed is_false
swimlane: priority

"Inbox":
  - status equals "Inbox"
 
"Overdue":
  - due_date before today
  - completed is_false
 
"Quick Wins":
  - tags contains "quick-win"
  - estimated_hours less_than 1
  - completed is_false
 
"Waiting For":
  - status equals "Waiting"
 
"Today":
  - due_date equals today
  OR scheduled_date equals today

# Content
title: text (required)
subtitle: text
slug: text
content_type: select
  - Blog Post
  - Article
  - Tutorial
  - Case Study
  - Newsletter
 
# Status
status: select
  - Idea (gray)
  - Outline (blue)
  - Draft (yellow)
  - Review (orange)
  - Scheduled (purple)
  - Published (green)
 
# Meta
author: text
publish_date: date
updated_date: date
featured: checkbox
 
# Organization
categories: select
  - Product
  - Engineering
  - Design
  - Company
  - Tutorial
 
tags: tags
seo_keywords: tags
 
# Metrics
word_count: number
reading_time: number
target_audience: select
 
# Media
featured_image: text (URL)
thumbnail: text (URL)

name: "Editorial Calendar"
type: calendar
date_field: publish_date
color_by: category
filters:
  - status in ["Scheduled", "Published"]
  - publish_date after "{{today-30d}}"

name: "Content Pipeline"
type: table
visible_properties:
  - title
  - status
  - author
  - publish_date
  - word_count
  - categories
filters:
  - status not_equals "Published"
sort:
  - publish_date asc
  - status asc

name: "Published Posts"
type: gallery
image_property: featured_image
filters:
  - status equals "Published"
sort: publish_date desc
show_captions: true

"This Month":
  - publish_date relative "this month"
 
"Needs Review":
  - status equals "Review"
 
"Ready to Schedule":
  - status equals "Draft"
  - word_count greater_than 800
 
"Top Performing":
  - featured is_true
  - status equals "Published"

# Identity
name: text (required)
company: text
title: text
email: email
phone: text
linkedin: text (URL)
 
# Classification
contact_type: select
  - Lead
  - Prospect
  - Customer
  - Partner
  - Vendor
 
status: select
  - New (blue)
  - Qualified (green)
  - Nurturing (yellow)
  - Closed Won (green)
  - Closed Lost (red)
 
priority: select
 
# Engagement
last_contact: date
next_followup: date
meeting_scheduled: date
 
# Context
source: select
  - Referral
  - Website
  - Event
  - Social
  - Cold Outreach
 
interests: tags
stage: select
 
# Business
deal_value: number (currency)
probability: number (percentage)
 
# Notes
notes: long_text

name: "Contact Cards"
type: card
card_properties:
  - company
  - title
  - email
  - status
  - next_followup
show_thumbnail: true
columns: 3

name: "Sales Pipeline"
type: table
filters:
  - contact_type in ["Lead", "Prospect"]
  - status not_in ["Closed Won", "Closed Lost"]
sort:
  - priority desc
  - deal_value desc

name: "Follow-up Calendar"
type: calendar
date_field: next_followup
color_by: priority
show_properties:
  - company
  - status
  - deal_value

"Hot Leads":
  - status equals "Qualified"
  - priority equals "High"
  - next_followup is_not_empty
 
"Needs Follow-up":
  - next_followup before "{{today+7d}}"
  - status not_in ["Closed Won", "Closed Lost"]
 
"Recent Customers":
  - status equals "Closed Won"
  - last_contact relative "last 30 days"
 
"Stale Leads":
  - status equals "Nurturing"
  - last_contact before "{{today-30d}}"

# Item
item_name: text (required)
sku: text
barcode: text
description: long_text
 
# Classification
category: select
  - Electronics
  - Furniture
  - Supplies
  - Equipment
  - Tools
 
brand: text
model: text
 
# Stock
quantity: number
min_stock: number
max_stock: number
unit: select
 
# Status
status: select
  - In Stock (green)
  - Low Stock (yellow)
  - Out of Stock (red)
  - Discontinued (gray)
 
# Pricing
cost: number (currency)
price: number (currency)
margin: number (percentage)
 
# Location
location: text
warehouse: select
 
# Supplier
supplier: text
supplier_sku: text
lead_time: number (days)
last_ordered: date

name: "Current Inventory"
type: table
visible_properties:
  - item_name
  - sku
  - quantity
  - min_stock
  - status
  - location
  - cost
sort:
  - status asc
  - quantity asc

name: "Low Stock Alert"
type: list
filters:
  - status in ["Low Stock", "Out of Stock"]
  - status not_equals "Discontinued"
sort: quantity asc
group_by: category

name: "Product Gallery"
type: gallery
filters:
  - status equals "In Stock"
sort: item_name asc

"Needs Reorder":
  - quantity less_than_or_equal min_stock
  - status not_equals "Discontinued"
 
"High Value":
  - cost greater_than 1000
  - quantity greater_than 0
 
"Recent Orders":
  - last_ordered relative "last 30 days"
 
"Discontinued":
  - status equals "Discontinued"

# Good
due_date, start_date, end_date
 
# Avoid
dueDate, StartDate, end-date

status:
  default: "Backlog"
created_date:
  default: "{{today}}"

# 1. Identity (top)
title
description
 
# 2. Status & Classification
status
priority
category
tags
 
# 3. People
owner
assignee
team
 
# 4. Dates
start_date
due_date
completed_date
 
# 5. Metrics (bottom)
budget
hours
progress

---
template: project
status: planning
priority: medium
owner: "{{current_user}}"
start_date: "{{today}}"
---
 
# {{title}}
 
## Overview
{{description}}
 
## Goals
- Goal 1
- Goal 2
 
## Tasks
- [ ] Initial task