Templates Center

The Templates Center is one place to find ready-made starting points for your work. Instead of building a board or a document from scratch every time, you can pick a template that already has the structure, columns, sections, and example content set up for a specific job --- a project tracker, a sales pipeline, a meeting-notes layout, and more. Apply it with one click and you get a fully working board or document of your own to customize.

It also works the other way: any board or document you have already perfected can be saved as a template, so you and your teammates can reuse that same setup again and again --- and, if you want, share it with the wider Copera community.

Where to Find It

Open the Templates entry in the left sidebar (under the Collaborate section) to open the Templates Center. You can also reach it from the Create Board menu: choose From Template, and Copera takes you straight to the gallery.

The Templates Center brings board templates and document templates together in one gallery, so you no longer have to look in separate places depending on what you want to create.

Getting Started

To create something from a template:

1. Open Templates from the left sidebar.
2. Browse the gallery, or use the filters and search to narrow it down (see Browsing and Filtering below).
3. Click a template card to open its details page.
4. Review the description, screenshots, and (for board templates) the list of tables it includes.
5. Click Use template.

Copera creates a brand-new board or document in your workspace from that template and opens it for you. The new copy is entirely yours --- editing it never changes the original template.

tip

Want to look before you commit? Click Preview on the details page to open a read-only view of exactly what the template contains before you create your own copy.

Browsing and Filtering

The Templates Center is built to help you find the right template fast.

Categories

Templates are organized into categories so you can jump to the kind of work you are doing. The available categories are:

• Project Management
• Product Management
• Software Development
• Sales CRM
• Marketing
• Design
• Education
• Manufacturing

Click a category chip at the top of the gallery to show only templates in that category. Click it again to clear it.

Quick Filters

Alongside the categories you will find three quick filters:

• All --- Show every template (clears all other filters).
• My templates --- Show only templates you created.
• Community --- Show templates that other Copera users have shared publicly.

Sorting

Use the Sort dropdown on the right to reorder the gallery. You can sort by:

Sort option	What it does
Newest	Most recently added templates first
Oldest	Oldest templates first
Most used	Templates applied most often first
Least used	Templates applied least often first
Top rated	Highest community rating first
Lowest rated	Lowest community rating first
Price: Low to high	Cheapest paid templates first
Price: High to low	Most expensive paid templates first

As you scroll, more templates load automatically; you can also click Show more to load the next set.

Template Types

The Templates Center contains two kinds of templates, and each card is clearly labeled.

Board Templates

A board template recreates a whole board for you, including its tables, columns, and views. When you open a board template's details page, you will see the list of tables it contains so you know exactly what you are getting before you apply it. Applying a board template gives you a new board you can start filling in right away.

To learn more about boards, see Boards Overview.

Document Templates

A document template gives you a pre-formatted document --- with headings, sections, and placeholder content already laid out. Applying one creates a new document you can edit immediately.

To learn more about documents, see Documents Overview.

note

Document templates here are full, standalone documents. They are different from the in-document template picker used while you are writing a single document, and from row templates used inside a board table. See Related Features for those.

Saving Your Own Templates

Any board or document you have set up the way you like can become a reusable template.

Save a Board as a Template

1. Open the board you want to turn into a template.
2. Open the board's options menu from the board header (the three-dot menu).
3. Choose Save board as template.
4. Follow the short setup wizard described in The Save-as-Template Wizard below.

Save a Document as a Template

1. Open the document you want to reuse.
2. Open the document options menu from the document header (the three-dot menu).
3. Choose Save as template.
4. Follow the same setup wizard below.

The Save-as-Template Wizard

Saving a template walks you through three quick steps:

1. General --- Give the template a name, an optional description, and pick a category. You can also choose who in your workspace may use it.
2. Media --- Add up to six preview images and, optionally, a YouTube video URL so people can see what the template offers. Copera automatically captures a preview image for you to start with, which you can keep or replace.
3. Settings --- Decide whether to share the template with the community (and, if you like, set a price). For board templates, you also choose which tables to include and whether to bring along their existing rows, automations, and dashboards.

When you finish, the template appears in the Templates Center, and you are taken to its details page.

tip

A good cover image and a clear description make your template far easier for teammates to recognize and reuse. Use the Media step to add a screenshot or two that show the template in action.

Editing and Managing Your Templates

For templates you created, the details page shows an Edit button instead of a Preview button. Editing lets you update the template's name, description, category, preview images, video, who can access it, and its community-sharing settings.

When you no longer need a template, you can remove it from the same place you manage it.

Sharing with the Community

In the final step of the wizard (or later, by editing the template), you can turn on Share with community to make your template available to other Copera users in the public gallery. You can offer it for free or set a price in US dollars.

Community templates can be rated and reviewed by the people who use them. Each template's details page shows its average rating, a breakdown of the ratings, written reviews, and how many times the template has been used --- so popular, well-reviewed templates are easy to spot.

note

Templates you share publicly go through a quick review before they appear in the community gallery. While a template is being reviewed, its card shows an Under review label so you know its current status.

Using a Paid Template

If a community template has a price, the Use template button shows the price and a purchase step. When you choose to use it, Copera asks you to confirm the purchase before creating your copy. Once a template is purchased, it stays available to you --- the card shows it as already owned, so you will not be asked to pay again.

Settings and Options Summary

Option	Where you set it	What it controls
Name	Save wizard → General	The template's title in the gallery
Description	Save wizard → General	The short summary on the card and details page
Category	Save wizard → General	Which category the template appears under
Who can use it	Save wizard → General	Which workspace members may apply the template
Preview images	Save wizard → Media	Up to six images shown on the details page
Video URL	Save wizard → Media	An optional YouTube video on the details page
Share with community	Save wizard → Settings	Whether the template is public
Price	Save wizard → Settings	The cost (in USD) for a shared template; leave empty for free
Tables to include	Save wizard → Settings (boards)	Which of the board's tables the template contains
Include rows	Save wizard → Settings (boards)	Whether existing rows are copied into the template
Include automations	Save wizard → Settings (boards)	Whether the board's automations are included
Include dashboards	Save wizard → Settings (boards)	Whether the board's dashboards are included

Tips and Best Practices

tip

Start every new project from a template that is close to what you need, then adjust. It is almost always faster than building from a blank board or document.

tip

Use the My templates filter to build a personal or team library of standard setups --- onboarding checklists, sprint boards, client trackers --- that everyone can reuse for consistency.

tip

Sort by Most used or Top rated when browsing community templates to quickly find the setups other teams rely on most.

Frequently Asked Questions

What is the difference between a board template and a document template?

A board template recreates a whole board (its tables, columns, and views) so you can start tracking work right away. A document template gives you a pre-formatted document with sections and placeholder content. Both live in the same Templates Center and are labeled on their cards.

Does applying a template change the original?

No. Applying a template always creates a brand-new copy in your workspace. Editing your copy never affects the template it came from.

Can I include my existing data when I save a board as a template?

Yes. In the final step of the save wizard you can choose which tables to include and whether to bring along their existing rows, automations, and dashboards.

Can I share a template with people outside my workspace?

Yes --- turn on Share with community when saving or editing the template. It then appears in the public community gallery, where any Copera user can find and apply it. You can share it for free or set a price.

How do I find templates I created?

Open the Templates Center and click the My templates filter chip at the top of the gallery.

Can I preview a template before using it?

Yes. Open any template's details page and click Preview to see a read-only version of its contents before you create your own copy.

Related Features

• Boards Overview --- Everything boards can do once you apply a board template.
• Documents Overview --- Working with documents created from a template.
• Document Templates --- The template picker used while writing inside a single document.
• Row Templates --- Pre-fill column values when adding new rows inside a board table.
• Creating a Board --- Other ways to start a new board, including from scratch and by importing.