Templates
Templates let you start from something prepared rather than an empty survey. The gallery is shared: it holds both survey templates and retro board formats.
Finding a template
Section titled “Finding a template”Open Templates. You can narrow the gallery by:
- Category — Team & retro, People ops, Product & customer
- Type — All types, Surveys, or Retro boards
- Search
The type filter only appears when your workspace has retros enabled. If you don’t see it, the gallery is showing survey templates only.
A featured row highlights a smaller set to start from.
Using one
Section titled “Using one”Selecting a survey template opens it in the builder as a new survey. It’s yours from that point — edit the questions, change the setup, publish when ready. The template isn’t linked to your survey afterwards, so later changes to it don’t affect surveys you’ve already created.
Retro board formats work the same way but create a retro board rather than a survey. See Retro formats.
Custom templates
Section titled “Custom templates”Depending on your plan you can save your own templates for the workspace to reuse:
- Shared templates — workspace-wide custom templates
- Agent templates — templates that use Agent Survey mode
Both are paid-plan capabilities. See Plans and tiers for what your workspace includes.
When to skip the template
Section titled “When to skip the template”Templates are a good default for a survey you haven’t run before. They’re less useful when you already know exactly what to ask — a three-question survey you write yourself will usually beat a fifteen-question template you trim down.
For a recurring measurement, spend the time getting the questions right once and then set up a recurring series. The template’s value is in the first run.