How to Create Templates in Coda

Quick summary

Creating a template in Coda lets you standardize docs and share reusable structures across your workspace. You can convert any existing doc into a template in just a few clicks using the ellipses menu and the Turn into template option.

Steps

1. Navigate to your desired Coda doc.
2. Click the ellipses to open the dropdown menu.
3. Select the option Turn into template.
4. Choose to either create a copy of the doc or convert the doc directly when prompted.
5. Click Create to confirm your selection.
6. Click Publish once you are satisfied with your template.