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Create Your Own Personal Template

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What is a Personal Template?

A Personal Template is a pre-designed workflow or a set of connected cards that you create and save for future use. It serves as a blueprint, allowing you to quickly reuse effective work structures without having to rebuild them from scratch

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How to Create Your Own Personal Template

  • You can create a template in two ways: from an existing board or from a blank board

Method 1: Create a Template from an Existing Board You can turn a completed board into a template for personal use or to share with your team

  • Step 1: Select the board you want to convert into a template

  • Step 2: Start creating the template by clicking the dropdown menu at the top-left of the board, then select “Save as template”

  • Step 3: Set Up Your Template Give your template a name, edit the short description, and choose a cover image or use the system default. You will then be taken to a dedicated template editing board, which is a private space accessible only to you as the creator. Here, you can refine the description, review the settings, and prepare the template for publishing

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Backward Compatibility Note

Editing a template will not affect boards that were created before the changes

If you update a template, boards created using the previous version will remain unchanged

  • Step 4: Publish Your Template Once you are satisfied, you can choose to publish the template for personal use or share it with your team

Method 2: Create a Template from a Blank Board Click the “Create Template” button to be taken to a dedicated template creation board, which is a private space accessible only to you as the creator. Here, you can edit the description, review the settings, and prepare the template for publishing

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How to Find Your Templates

From the Home page (for editing): To manage or edit the templates you have created, go to the “Templates” section on Aerogram’s Home page. This area displays all of your personal templates, where you can edit or publish them as needed

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Template Permission Management

When you create a template, you can control how other users interact with each card by setting card permissions. These settings determine what users can see and edit within each card

  • Show All: Users can view everything in the card (including prompts and outputs) and can edit the content

  • Hide Prompt: Users can run the card and view the output, but cannot see the original prompt in the card

Template Viewer: Users who can view and use the latest version of a template Template Editor: Users who can edit the template and publish new versions

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