Overview
A section is a block of content on a page. By saving a section as a template, it can be quickly added to a Workspace while it's being built out.
For example, you may want to make a section template for "Case Studies" filled with marketing content. As team members create Workspaces, they would be able to add that to a page (as opposed to creating it themselves, manually). Not only can this save people time, but it can also help encourage them to share the same information.
Creating Section Templates From Workspaces
If you have a Workspace you like, you can create a template from a section there by following the steps below.
Step 1: Click into the workspace and navigate to the desired section.
Step 2: To the right of the section title, click on the ellipsis (...).
Step 3: Select Save as template from the dropdown.
Step 4: Give your template an internal name and navigation label.
Step 5: Select whether you want the section to be editable or synced.
Editable sections are best used when there is content that will want to be customized for a specific Workspace (i.e. an onboarding list).
Synced sections are used for content that will NOT be customized on a workspace-by-workspace basis (i.e. a section about your current happy customers). Learn more about synced sections here.
Now the section is saved as a template and can be used for future Workspaces! 🎉
Section Template Settings
Section templates can be managed and created any time by navigating to the Section templates tab on your home screen. On this page, you'll find a list of Your sections and others your org has created under Company sections.
Creating Section Templates from Scratch
In your Templates tab on your home screen, you can click the New section button on the top right to create a section template.
Editing Section Templates
From this screen, if you click on the Sections tab, you can also find and adjust any section templates. Just click Edit next to the section template and you'll see a mini-editor where you can adjust the content of the template.
