Scaling your team: Database templates

Learn how to build and use database templates to streamline repetitive tasks.

Database templates

Database templates can help streamline process for everyone on your team. There are several common use cases for templates including:

  • Bug reports: Every time a team member files a bug, you can have them respond to a series of consistent questions to help the engineering team solve the issue.

  • Document types: Reduce the overhead of starting a new project by creating a template with everything you need.

  • Requests: Templates can help streamline requests with teams you work closely with.

When creating a template, here are things you might want to add:

  • Give your template an emoji so you can quickly visual identify specific documents.

  • Use toggle lists for different sections of your agenda.

  • Add a linked database to include other important data each time the template is used.


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