Using Card Templates

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Access Required

• All Authors and Collection Owners can view templates created by their team.
• Only Collection Owners can create or edit templates.

Creating a template Card

1. Confirm you are a Collection Owner. If needed, check with your workspace Admin to verify your Collection permissions.
2. Click + Create a Card at the top of the Guru web app or the ⊕ (plus) button in the Guru browser extension.
3. In the pop-up modal, select Create new template.

4. Enter a Template Title and Template Description.
   Then begin building the body of your template by adding a Card title and filling in the content.

5. Click Next step to open Template Settings, where you can:

   • Choose a default Collection
   • Select relevant folders
   • Apply tags

6. Click Next step again to assign a Default Verifier and Verification Interval.

7. Click Save template to finish.

Your new template will now be available under Templates created by your Team when authors or Collection Owners create a new Card.

Editing template Cards

1. Hover over an existing template.
2. Click the pencil icon in the bottom right corner to open the template in edit mode.
3. In this view, you can make changes or delete the template.

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Tip

Need ideas for your templates? Explore Guru’s Template Gallery for inspiration from other teams using Guru. You can add these templates and save them for use in your workspace.