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Managing templates

Templates are managed by administrators. This page covers the lifecycle of a template.

Creating and duplicating​

Create a template from scratch or duplicate an existing one. Duplicating a bundled default is the fastest way to start, because the structure is already in place.

Template management screen The template list with create, duplicate, rename and delete actions.

Naming​

Use clear, purpose-based names (for example, "Customer release notes" or "Audit issue export") so the right template is easy to pick at export time.

Who can edit​

Template management is admin-only. Regular users select from available templates when exporting but cannot change them. See Permissions & roles.

Project-scoped templates​

Project-scoped templates are planned for Pro V1.2 and are not available at launch — see Project-scoped templates.

Deleting​

Deleting a template removes it from the export pickers. Because version snapshots and bundled defaults exist, you can recreate or restore a baseline if needed.