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Templates Overview

Blue supports two types of templates:

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

Templates preserve the entire project 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 Project from Template

To create a new project 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 Project to Template

Transform an existing project 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 project:

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

Parameter	Type	Required	Description
companyId	String	No	Filter templates by company. Omit to see official templates.
isOfficialTemplate	Boolean	No	Show only official Blue templates
category	ProjectCategory	No	Filter by project category

convertProjectToTemplate Input

Parameter	Type	Required	Description
projectId	String!	✅ Yes	The project to convert to a template
isOfficialTemplate	Boolean!	✅ Yes	Mark as official template (Blue employees only)

Template Categories

Value	Description
CRM	Customer Relationship Management
CROSS_FUNCTIONAL	Cross-functional team projects
CUSTOMER_SUCCESS	Customer success initiatives
DESIGN	Design and creative projects
ENGINEERING	Engineering and development
GENERAL	General projects (default)
HR	Human Resources
IT	Information Technology
MARKETING	Marketing campaigns
OPERATIONS	Operations and logistics
PRODUCT	Product management
SALES	Sales and business development

What Gets Copied from Templates

When creating a project 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: Project 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

Action	Required Role
Convert project to template	Project OWNER or ADMIN
Create official template	Blue employee only
Remove template status	Project OWNER or ADMIN

Using Templates

Template Type	Who Can Use
Company templates	Users in the same company
Official templates	All Blue users

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: Projects 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 project
• Folder Removal: Templates are removed from folders when converted
• Access Control: Official templates are visible to all, company templates only to members
• Real-time Updates: Subscribe to template changes using the subscribeToProject subscription