Templates

Install a ready-made set of boards, forms, automations and agents.

A Template installs a complete starting point in one governed step: boards with typed columns, docs, a dashboard, forms, Agents, Automations and, if you ask, sample rows. A Template is data, so adding or changing one never needs new product code.

Installing is safe to repeat: installing into a workspace that already holds the template’s boards is refused with a clear conflict, never a duplicate set. Every step is audited and attributed to you.

Options at install: install into an existing workspace or create one, include sample data, include the dashboard, include the Agents.

_{Source: worksong-ai/Boardy:docs/templates.md@6775786. Docs version: Worksong 2.0 with Work 1.2.}