Templates

A review template is a reusable set of steps (prompts or to-dos) and optional embeds (Notion pages, Linear boards) that define the structure of a review. Templates are scoped to a review type (Daily, Weekly, Monthly, etc.) so each cadence has its own structure.

Templates are layered

Each review is generated from up to three layers of templates:

• Personal — yours, private by default. Created in Settings > Review Templates.
• Organisation — shared across the org, managed by admins. Created in workspace settings.
• Container — scoped to a specific container, if configured.

When you create a review, the app merges applicable templates into one guided flow. Personal steps appear first, then organisation, then container. Each step is badged so you know its origin, and response visibility follows the step's source — org-step responses are visible to admins; personal-step responses are visible only to you.

One template per type per scope can be set as default. Only defaults are included in the merge.

For the full merging rules, see How templates merge. For visibility details, see Responses and permissions.

Related pages

• Organisation templates — Shared team templates
• Personal templates — Your own templates
• How templates merge — Ordering, conflicts, and versioning
• Review Steps and Interface — How the merged template appears at runtime
• Review Embeds — External resources in templates