Templates

This saves time setting up workflows, lists, custom fields, and automation from scratch.

There are plenty of benefits to creating templates in Blue.

• Acceleration: Templates dramatically accelerate the workspace setup process. By copying predefined lists, custom fields, automations, and other structural elements, you skip the manually intensive steps of recreating everything from scratch.
• Standardization: Templates allow organizations to standardize workspace structures based on best practices. This consistency improves training, onboarding, and cross-functional collaboration.
• Consistency: Templates enforce process consistency across workspaces handling similar work. For example, standard request intake procedures or standardized development ticketing systems.

Creating Templates

To create a template from an existing workspace:

1. Go to the workspace’s settings by clicking on the gear icon at the top
2. Select “Convert to Template”
3. The workspace will now be available as a template for new workspaces

Convert a workspace into a workspace template

New workspaces created from existing templates carry across all settings and data from that template

• Records
• Custom Fields
• Automations
• Files
• Documents
• Wiki Data
• Forms
• Custom User Roles

Using Templates

When starting a new workspace, you will see an option to choose “Templates” under the Create Workspace button.

Here you can browse:

• Official Blue templates
• Your organization’s custom templates

Converting mature workspaces into templates ensures that best practices and optimized workflows can be replicated across your organization. By streamlining repeating setup work, enforcing consistency, and embedding institutional knowledge into reusable frameworks, templates accelerate delivery while enabling focus on core objectives. They allow past success to be replicated at scale across the organization.