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The content library centralizes reusable content. Use it to maintain consistency across rooms and teams.
Templates
Save templates for common workflows:
- Report templates with pre-filled structure and live data blocks (coming soon)
- Page templates for recurring updates
- Checklist templates to standardize tasks and requests
Saved blocks
Save frequently used blocks (e.g., callouts, tables, KPI sections) to insert quickly into the Doc Editor.
Best practices
- Keep templates light; customize per room
- Use organization-wide metrics for portability
- Include notes or placeholders: [Insert Screenshot]
