What's new
Real-time sharing instead of copying
We now have designated team templates that are shared with your whole team and managed by admins. Any edits performed on those templates are automatically propagated in real time to all team members, ensuring everyone always works with the most current version.
Organized template management
Your templates are now organized into clear categories:
My Templates (Personal)
Templates only you can see and use
Perfect for your personal workflow preferences
Full control to create, edit, and delete
Team Templates (Shared)
Templates visible to everyone on your team
Updates sync instantly across all users
See the last edited timestamp
Template management permissions depend on your role
Pro Tip: Take a moment to review your existing templates. They've been automatically moved to your "My Templates" tab where you can decide which ones to share with your team.
See what’s changed
Every shared template shows when it was last updated.
Your role determines what you can do
For Team Admins
You have full control to:
Create templates at any level (personal or team)
Copy templates between offices or teams
Edit any team template (changes show for everyone instantly)
See the timestamp of the last edit
For Team Members
Your access level depends on your team’s settings.
Team members can:
View all team templates
Duplicate team templates to your personal collection
Create and manage your own personal templates
Apply any template to your transactions
If your admin has enabled template creation/editing for your role, you can also create, delete, and edit team templates.
How to share a template
Turn your best templates into team resources that everyone can use. Learn more about managing them efficiently with automatic sharing through timeline templates.
How to share an existing template
Find the template you want to share
Click the "Copy Template" button (this creates an independent copy of the selected template in that group - any edits you make won't affect the original)
Select which team or office to copy it to
Handle any naming conflicts.
Once you copy the template to the team templates, it becomes immediately available to everyone in that group.
What happens when you share
A copy of that template becomes instantly available to the selected team/office
All users see the same version
Updates to the copied template sync in real time
The original template will not be updated with edits in other groups
Timestamp shows when updated
Managing shared templates
As an admin:
Edit any team template (changes apply to everyone)
Delete team templates (with confirmation)
Copy templates between offices
As a team member:
View and use all team templates
Edit if you have permissions
You can also create a copy of your personal template and share it with your team, if you have permissions
Duplicate to personal collection
See the last updated timestamp
Pro Tips:
Review your existing templates and decide which should be personal vs. shared
Let your team know when you update shared templates
Use descriptive naming to help your team find the right templates quickly
Make sure team members have the right level of access. The creating and editing shared timeline templates setting can be found in the Team Settings tab on the My Team page.
Frequently asked questions
What happens to my existing templates?
All your current templates have been moved to "My Templates" (personal). Nothing is lost!
Who can see my personal templates?
Only you. Personal templates are completely private.