Creating a Template Card

Roles: Collection Owners


Template Cards in Guru allow you to keep your Cards consistent, concise, and organized. They make it easier for your team to create knowledge to share with your team.

How to Create a Template Card

  1. First, ensure that you're a Collection Owner in Guru. You can reach out to your team's Guru Admins to ensure you have the proper Guru permissions.

  2. In the Web App or the Extension, select the "plus sign" to create a Card. Guru will display a pop-up - from here, select Create new Template.

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  1. From here, you can create a Card Template. Add a Template Title and Template Description and then build out your Card Template in the Card Title and Body fields.
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  2. After creating your Card Template, select Next. You'll see the Template Settings view where you can choose the template's default Collection, Boards, and Tags.

  3. Select Next. Here, you can choose the Template's Default Verifier and Verification Interval.

Managing Card Templates

  1. You can edit any existing Template by creating a Card and then scrolling down to view all Templates. When hovering over a Template, select the pencil icon on the bottom right corner to edit the Template.

    1. In the Edit view, you can also delete the template.

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NOTE: All Authors and Collection Owners can view all Templates created by your Team. However, only Collection Owners can create and manage Templates.