Use app templates

Browse templates, choose a starting point, and understand the available template categories.

Templates give you a ready-made starting point for a common business process. Select a template, then customize its structure and data for your workflow.

Open the template gallery

1

Open Home

In the main navigation, click Home.

2

Choose a template

Click Use a template. The template gallery opens.

3

Preview and install

Use a category to narrow the gallery. Select a template to open its preview.

The preview shows its image, description, usage guidance, and category. Select Add AI-generated sample data to include example records, then click Install to create an app from the template.

Template translations

When you change the language setting in your profile, content in an app installed from a template is translated too. The data in records remain untranslated.

Available templates

The gallery groups templates by business area. Select All to browse every available template.

• My organization lists templates published by other workspaces in your organization. Learn how to publish app templates to make an app available there.
• Use CRM, Finance, HR, Operations, or Project management to find templates for that area of work.

Each template gives you a practical starting point for your business process.

Templates labeled No code version use simple logic rather than advanced logic. This makes them easier to customize.

• Time tracking (No code version) provides a simple starting point for recording hours.
• Time Tracking supports general time tracking.
• Expenses & Receipts (No code version) tracks expenses and annual budgets. Totals, remaining amounts, and budget use are calculated from expense records.
• Inventory & Lending (No code version) manages equipment and loans in one app. Its dashboard shows available, lent, and overdue items, plus open loans by due date.
• Contacts (No code version) brings companies, contacts, and communication history together. Its home page maps company status and identifies contacts that need attention.
• Contact Management helps you manage contacts and build CRM-related apps.
• Incident Management supports incident management, tasks, and documentation.

Make the app your own

Installing a template creates an app you can adapt to your process. Change its tables, fields, views, and pages as needed. For example:

• Add or change fields in Add and edit data fields in your tables.
• Organize records with Work with views.
• Build dashboards with Create and customize pages.