Quick summary
Creating a template in Coda lets you standardize docs and share reusable structures across your workspace. You can convert any existing doc into a template in just a few clicks using the ellipses menu and the Turn into template option.
Steps
- Navigate to your desired Coda doc.
- Click the ellipses to open the dropdown menu.
- Select the option Turn into template.
- Choose to either create a copy of the doc or convert the doc directly when prompted.
- Click Create to confirm your selection.
- Click Publish once you are satisfied with your template.
