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Templates

Templates are reusable document blueprints with pre-filled content. They help you start new documents quickly with a consistent structure.

Browsing Templates

Templates are managed per project and accessible from the Templates workspace location in the Organizer. The template browser shows a list of your templates with their icons and colors. Select any template to preview its content before using it.

Creating a Template

Create a new template from the template browser. Each template has:

  • Title — A descriptive name for the template
  • Icon — A custom icon from the Atlas icon catalog (the same catalog of over 440 icons used for tags)
  • Color — A custom color for the template
  • Content — Markdown text that will be copied into new documents
  • Tags — Tags that will be automatically assigned to documents created from this template

The template editor supports full markdown formatting, including wiki-link autocomplete ([[) for linking to project documents within your template content.

Applying a Template

When creating a new document, you can select a template to use as a starting point. Applying a template copies:

  • The template's content (markdown text)
  • The template's tags
  • The template's icon and color

After applying, the new document is fully independent — editing it won't affect the template, and updating the template won't change existing documents created from it.

You can view and edit a template's metadata (title, icon, color, tags) from the Inspector, just like any other document.

Tip

Templates are great for recurring document types: chapter outlines with pre-filled heading structure, character profiles with fields for traits and backstory, meeting notes with date and attendee sections, research summaries with slots for source information and key findings, or any structure you use repeatedly.

See Also