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Templates

Route: /projects/:id/ceremonies/templates

Template catalog for ceremonies, teams, and projects. Import pre-built templates or create your own from existing configurations.

Overview​

Templates let you package and reuse common configurations:

  • Ceremony templates — Workflow definitions for automation
  • Team templates — Agent rosters and skills
  • Project templates — Entire project configurations (team + ceremonies + tools)

Browse, apply, and manage templates through a tabbed interface.

Three tabs:

  1. Ceremony Templates — Pre-built workflow templates
  2. Teams — Agent roster templates
  3. Projects — Full project templates

Switch tabs to see different template types.

Ceremony Templates Tab​

Browse Pre-Built Templates​

Grid of ceremony templates, each showing:

  • Template name
  • Category (automation, review, triage, etc.)
  • Description
  • Preview of included steps
  • Apply button

Create from Existing​

To save a ceremony as a template:

  1. Create or edit ceremony in Ceremony Editor
  2. Click "Save as template" button
  3. Template appears in this tab and is available for other projects

Apply Template​

Click "Apply" on any ceremony template:

  • Creates a ceremony in your project based on the template
  • Template is cloned (changes to template don't affect your ceremony)
  • You can customize it before saving

Delete Template​

Click delete icon to remove a template from your catalog. Only deletes the template, not ceremonies created from it.

Teams Tab​

Browse & Apply Team Templates​

Grid of agent roster templates:

  • Team name (e.g., "Triage Squad", "Full Stack Team")
  • Member count
  • Skills summary
  • Apply button

Apply Team Template​

Click "Apply":

  • Imports all agents from template into your project
  • Warning: Replaces your current team if you confirm
  • Review members before confirming

Create Team Template​

To save your current team as a template:

  1. Go to Agents page
  2. Click "Save team as template"
  3. Template appears in Teams tab

Import Team from JSON​

Click "Import team" button:

  • Upload .json file with team roster
  • File format: exported team from Agents
  • Imported team appears as a new template

Projects Tab​

Browse Project Templates​

Grid of full project templates:

  • Project name
  • Contents summary (team size, ceremony count, tools count)
  • Region/scope badge (if applicable)
  • Deploy/apply button

Apply Project Template​

Click "Apply":

  • Creates a new project based on template
  • Clones all team, ceremonies, tools, and settings
  • Opens new project dashboard

Create Project Template​

To save current project as template:

  1. Go to Settings
  2. Under "Portability", click "Save project as template"
  3. Name the template
  4. Template appears in Projects tab

Drag-Import Zone​

At the bottom of the Templates page is a drag-drop zone for importing templates:

Supported formats:

  • .yaml or .yml — Ceremony definition
  • .json — Team roster or project bundle
  • .zip — Packaged project (contains multiple files)

Drag file(s) into the zone:

  • System validates file format
  • Shows confirmation of what will be imported
  • Confirms before importing

After import:

  • Success banner shows
  • Template appears in appropriate tab (Ceremonies/Teams/Projects)

Scope Filter​

Some template libraries allow filtering:

  • All templates — Browse entire library (if shared across organization)
  • My templates — Show only templates you created
  • Organization templates — Show templates shared by your org

Default is "All templates".

Template Preview​

Click any template card to see more detail:

  • Full description
  • Detailed contents list
  • Creator/source
  • Version or last modified date
  • Actions: Apply, Delete, Export

Export Template​

Click "Export" to download a template:

  • Downloads as .yaml (ceremonies), .json (teams), or .zip (projects)
  • Can commit to version control
  • Share with other teams or projects
  • Ceremonies — Create ceremonies to save as templates
  • Agents — Create teams to save as templates
  • Settings — Portability section for project templates
  • Apps — Install complete apps (similar to project templates)
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