Using Card Templates

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Access Required

• Collection Owners and relevant custom roles can view templates created by their team.
• Only Collection Owners and relevant custom roles can create or edit templates.

Creating a template Card

1. Confirm you are a Collection Owner or a relevant custom role. 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.

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.

Frequently asked questions about templates

Can I use templates to set a default verifier for all cards in a collection?

While Guru doesn't allow you to set collection-level default verifiers, Card Templates provide an effective workaround. When you create a template, you can assign a Default Verifier and Verification Interval that will automatically apply to every new card created from that template.

Best practices for verifier management using templates:

• Create collection-specific templates. Build templates tailored to specific collections (like "Finance Card Template") and set the Default Verifier to the appropriate group (like "Verifiers - Finance").
• Train your team to use templates. Encourage card creators to select the appropriate template for their collection to ensure consistent verifier assignment.
• Set up multiple templates per collection. Create different templates for different types of content within the same collection, each with appropriate verifiers assigned.

This approach ensures that when team members create cards using your Finance template, the verifier automatically defaults to your designated Finance verifiers group instead of the card creator.