FAQs – Plandio

Frequently Asked Questions

Got questions? We’re here to help! Browse through our frequently asked questions to find answers about our Notion templates, how to download and use them, or any other inquiries you may have. If you can't find what you're looking for, feel free to reach out to us directly!

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Last updated: April 2023

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

Pages — Update the page cover photo, add/change an icon, and change the page title.

Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

Can I return or exchange the template?

Unfortunately, due to the digital nature of our Notion (or Google Sheets) templates, we are unable to accept returns or exchanges.

If you encounter any issues or have questions about the template, please reach out to us. We'll be more than happy to assist you and provide any necessary support.

Please ensure to review the template details and preview images before making a purchase. We strive to provide accurate descriptions and representations of our templates to help you make an informed decision.