Templates

Templates Overview

Blue supports two types of templates:

• Organization Templates: Created by your organization for internal use
• Official Templates: Created by Blue for all users (industry-standard templates)

Templates preserve the entire workspace structure including todos, lists, custom fields, automations, and more.

List Templates

Using the templates Query

query GetTemplates {
  templates(
    companyId: "company-123"
    isOfficialTemplate: false
    category: MARKETING
  ) {
    id
    name
    description
    category
    isOfficialTemplate
    icon
    color
    image {
      thumbnail
      small
    }
  }
}

Using projectList with Template Filter

query ListTemplates {
  projectList(
    filter: {
      companyIds: ["company-id"]
      isTemplate: true
    }
    sort: [updatedAt_DESC]
    take: 20
    skip: 0
  ) {
    items {
      id
      slug
      name
      description
      category
      isTemplate
      isOfficialTemplate
      color
      icon
      createdAt
      updatedAt
    }
    pageInfo {
      hasNextPage
      totalItems
    }
    totalCount
  }
}

Create Workspace from Template

To create a new workspace from an existing template:

mutation CreateFromTemplate {
  createProject(
    input: {
      templateId: "template-id-or-slug"
      name: "Q1 Marketing Campaign"
      companyId: "company-id"
      description: "Marketing initiatives for Q1"
      color: "#10B981"
    }
  ) {
    id
    name
    slug
  }
}

Convert Workspace to Template

Transform an existing workspace into a reusable template:

mutation ConvertToTemplate {
  convertProjectToTemplate(
    input: {
      projectId: "project-123"
      isOfficialTemplate: false
    }
  ) {
    id
    name
    isTemplate
    isOfficialTemplate
  }
}

Remove Template Status

Convert a template back to a regular workspace:

mutation RemoveTemplateStatus {
  removeProjectFromTemplates(projectId: "template-123") {
    id
    name
    isTemplate
  }
}

Get Single Template

Retrieve details about a specific template:

query GetTemplate {
  template(templateId: "template-123") {
    id
    name
    description
    category
    isOfficialTemplate
    todoLists {
      name
      todos {
        title
      }
    }
  }
}

Query Parameters

templates Query

convertProjectToTemplate Input

Template Categories

What Gets Copied from Templates

When creating a workspace from a template, the following is copied:

• ✅ Structure: All todo lists and todos with their positions
• ✅ Content: Descriptions, comments, and attachments
• ✅ Organization: Tags, labels, and custom fields
• ✅ Automation: All automation rules and workflows
• ✅ Forms: Workspace forms and their configurations
• ✅ Documents: Wiki pages and documentation
• ✅ Settings: Cover configurations and display preferences
• ✅ Roles: User role definitions (but not user assignments)

Not copied:

• ❌ User assignments (except the creator)
• ❌ Activity history
• ❌ Time tracking data
• ❌ Completed status of todos

Required Permissions

Creating Templates

Using Templates

Error Responses

Template Not Found

{
  "errors": [{
    "message": "Template not found",
    "extensions": {
      "code": "TEMPLATE_NOT_FOUND"
    }
  }]
}

Too Many Todos

{
  "errors": [{
    "message": "This project has more than 250,000 todos and cannot be used as a template",
    "extensions": {
      "code": "TOO_MANY_TODOS"
    }
  }]
}

Important Notes

• Size Limit: Workspaces with more than 250,000 todos cannot be used as templates
• Async Copying: Template content is copied in the background via job queue
• Archive Status: Converting to template automatically unarchives the workspace
• Folder Removal: Templates are removed from folders when converted
• Access Control: Official templates are visible to all, organization templates only to members
• Real-time Updates: Subscribe to template changes using the subscribeToProject subscription