Templates
Templates allow you to standardize launch processes by predefining stages, milestones, participants, and required documentation. This ensures consistency and saves time when creating similar launches.
View templates
View all workspace templates in Settings > Templates with options to:
Edit: click hamburger menu next to template name > Edit (template owner only)
Copy: duplicate existing templates to create variations (template owner only)
Create new: click "Create new template" button (Admins and Makers)
Create a new template
Click "Create new template" button
Template basics:
Template name (required)
Short description with talking points for users (e.g., "What problem are you solving?", "What users are impacted?", "What are the KPIs?") (required)
Template configuration:
Add labels: categorize your template for easy identification
Define stages and milestones: outline the project workflow
Add participants: could be teams and/or individuals
Set milestone owners/approvers: assign teams or individuals to milestones
Required resources: specify documents needed (e.g., Figma mocks, PRD)
Save the template
To add stages to your template, ensure they are created in Stage Management first.
Adding teams as participants
Teams can be assigned as default launch participants
When assigning milestone owners/approvers, all members of assigned teams become available as individual options
Use templates
During launch creation, select a template to automatically apply:
Predefined stages and milestones
Default participants and team assignments
Required document placeholders
Standard milestone owners/approvers
Launches created from templates can be modified:
Can modify: labels, milestones, participants, documentation, milestone assignments
Cannot modify: stage sequence (locked to template structure)
Update a template
When you update a template:
Changes only apply to future launches using the template
Existing launches created from the template remain unchanged
No retroactive updates to previous launches
Last updated