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Getting started
Projects
Plans
Data sources
Knowledge base
AI assistant
Dashboards
Reports
Builder
Creating a plan template
Creating an element template
Drafts, publishing and versions
Plan templates and element templates
Understanding the Builder
Tables
Infographics
Charts
Account and settings
Builder
Creating the templates your organization plans and reports with.
Creating a plan template
Root element type, nesting rules, block menus
Creating an element template
Fields, and hidden/optional/required
Drafts, publishing and versions
Publishing is a commitment. Editing a published template collects in a draft, and nothing built from the template changes until you publish and the work is updated.
Plan templates and element templates
How templates define the shape of a plan, and why editing one never changes the plans already built from it.
Understanding the Builder
What the Builder is for, and how a template differs from the work built from it.