Get a sneak peek into Livementor's Sales playbook, from guidelines to do their best work, to the tools they use daily.
Keep a 360° view on your customers, so that anyone in your team can pick up where the conversation left off with the right amount of context.
Project brief by Intercom
Discover the templates the team over at Intercom uses to plan out new projects. They lay out all the problems they are solving, the stories they are creating, and the goals they are tracking before tackling them.
Questions & answers
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What is a template?
Templates are structured docs with pre-filled content to help your team beat the blank canvas. Slite comes with a library of templates for all of your workflow needs. From meeting notes to handbooks, team members can use, edit, create and share any template in your Slite workspace. Learn more
How do I duplicate a Slite template?
Click or tap the "Duplicate" button at the top-right of the template or "Start with this doc" to add the template to your team's workspace (or create a new workspace and get started!).
Where do I find templates in my workspace?
You can find the Templates library when you scroll to the bottom of the left sidebar in Slite. The templates shown there will be available to use and edit by everyone in your team. When you create a new empty doc, you'll also see an option to "Use a template". This button will open the template picker and let you browse the templates your team has created as well as suggested templates from Slite.
Can I create a template in my workspace?
Yes, you can create a new template from any doc in your workspace. With the doc open, click on the three dot "More" actions menu in the top right to find the "Save to templates" action.
How can I re-use the same template for recurring events?
Funny you should ask. Yes! In Slite, you can automatically create recurring docs to manage your team's regular meetings, stand-ups or check-ins. Use a template so each new scheduled doc created will be pre-filled with the structure, prompts and tagged people that you need.
How can I share my Templates with the Slite Community?
Use this form to submit your favorite Templates to us! We'll review it and get in touch with you before sharing it with the world.