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Team Templates

Create and manage templates for your team.

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Written by Tommy Zheng

Team templates can be managed by team Admins and Template Admins. Other team members can use and adapt their own versions, but changes are not reflected in the original.

Creating and editing templates

Administrators and Template Managers can create and edit team templates, and any updates are synced across the team.

For instructions on how to create and edit templates, see Using Templates in CortexaNote.

Template visibility options

Just me

Only visible to the creator. This is ideal for personal templates that you don't want to share with your team.

Team

Templates visible to the team can be viewed and used by everyone on the team. They cannot edit your template directly; they can only edit a copy in their own template library.

Changing template visibility

To change template visibility:

  1. Navigate to your template library.

  2. Select the action menu (...) next to the template.

  3. Select Edit visibility.

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