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Creating and using templates

Templates are files created with reusable content which you can quickly add to another file, or use as a starting point when creating a new file.

Create a new file from a templateCopied!

Click the create button and choose From template, then select a template you’ve created before, or browse the Whimsical templates gallery:

Note: If the template you've chosen has a custom color theme added to it, it will be applied to the entire file.

Insert a template into an existing fileCopied!

In a doc, choose Template from the block menu (by typing / in a new line or clicking the + on the left-side of the line when you hover over it):

In a board, add a template straight from the toolbar:

Pro tip: You can also open the command menu and search for Insert template. This works in both boards and docs.

Custom templatesCopied!

Create a new templateCopied!

Go to Templates & Themes from the left-side navigation bar, click New template, and choose a file type. You can also use Command menu for this.

Create a template from an existing fileCopied!

If you already have a file you'd like to use as a template, simply copy or move it to your Templates & Themes folder.

Save a file as a templateCopied!

Click Save as template from the file's action menu, next to the file name:

Your template will appear under Templates & Themes in your workspace, and in the template browser when importing a template or creating a new file from a template.

Unsure where to start?Copied!

Check out the Whimsical template gallery for ideas and inspiration.

Summary

  1. Creating and using templates
  2. Create a new file from a template
  3. Insert a template into an existing file
  4. Custom templates
  5. Create a new template
  6. Create a template from an existing file
  7. Save a file as a template
  8. Unsure where to start?