Tab Templates let you save, load, and manage individual tabs independently of rooms. This makes it easier to create repeatable room structures, reduce manual work, and keep your team aligned around a consistent setup — without having to rebuild tabs from scratch every time.

Tab Templates are especially useful when you want to standardize workflows across multiple rooms while maintaining flexibility in how content is applied.

Plans:

Available to Pro and Enterprise plans only.

What are Tab Templates?

Tab Templates are saved versions of room tabs that can be reused across rooms. They are separate from full-room templates and provide a modular way to apply specific content structures. This improves consistency, speeds up room creation, and supports scalable team collaboration.

You can:

Save any standard tab (Except Files tab, Plan tab, and Internal tab).
Load one or more templates into a room.
Create tab templates from scratch.
Duplicate existing templates.
Edit or delete templates.
Add templates to multiple rooms in bulk.

Key behaviors

Templates save only structure — not assignees, due dates, or user-specific data.
Templates are visible to all users in the account.
Only the template owner or Admins and up can edit or delete saved tab templates.
Changes to a template do not affect rooms where it’s already been used.

How to use Tab Templates

1. Save a tab as a template

Open a tab inside a room.
1. Note: Files, Plan, and Internal tabs cannot be saved.
Click the tab’s sushi menu.
Select "Save tab".
1. Even tabs with no sections can be saved.
2. Templates can have non-unique names.
Choose:
1. Tab name → Used inside rooms.
2. Tab template name → Used in the Templates management screen.
Click “Save”.

2. Load a tab template into a room

Click + to add new Tab in a room.
Choose “From a template”
Select one or more templates to add.
1. Tabs can only be added if the room has not reached its tab limit.
2. Any user can load templates from inside a room.

3. Edit or delete a template

Edit:
1. Go to the Templates screen
2. Click the Tabs tab
3. Find the tab template you want to edit
4. Click the three dots
5. Click the edit option for that template
6. Note:
  1. Only the template owner or Admins and up can make changes.
  2. Edits affect future uses only — existing room tabs are not changed.
Delete:
1. Go to the Templates screen
2. Click the Tabs tab
3. Find the tab template you want to delete
4. Click the three dots
5. Click the delete option for that template
6. Note:
  1. Only the template owner or Admins and up can delete.
  2. Deleting a template removes it from the Templates screen, but has no effect on rooms where the tab was already used

4. Create a template from scratch

Go to the Templates screen.
Click “Create Tab Template”.
Add “Tab Template name”.
Click “Create”.
New Tab name (presentable in Room) is “New” by default.

Note: This allows you to build reusable tab structures without starting from a room

5. Duplicate a template

Go to the Templates screen
Click the Tabs tab
Find the tab template you want to duplicate
Click the three dots
Click the “Duplicate” icon.
New Tab template created (Default name: “Duplicated Tab’s name (1)”).

6. Add a template to multiple rooms

Go to the Templates screen.
Click on the “Add to Room” button.
1. You can also open preview mode by clicking on any Template and then clicking the "Add to Room" button.
Choose one or more rooms (based on your permissions).
1. Optional: choose to add the tab as hidden (default = OFF).
2. Only room owners and Admins and up can perform this action.
3. Users can only see and select rooms they have access to.
4. Adding multiple templates to multiple rooms is not currently supported.

Naming fields explained

Field	Where it’s used	Tooltip (in‑product)
Tab name (presentable in Room)	Actual tab title users see inside the Room	This name will appear as the tab title visible to users in the room.
Tab template name	Internal label shown in the Tab Templates list	This name will help you recognize the template in the tab’s templates list.

Tips

• Use a clear, action‑oriented Tab name (e.g. Kick‑Off, Mutual Action Plan).

• Use a descriptive Template name that signals purpose or audience (e.g. Kick‑Off – Enterprise, MAP – 5‑Stage).

• Names can be identical if you don’t need the extra distinction.

FAQs

Question	Answer
Can I save an empty tab?	Yes—empty structures are allowed.
Do Tab name or Template name have to be unique?	No, but choose descriptive names to avoid confusion.
What happens if I delete a template?	Only the template entry is removed; existing tabs in Rooms stay as‑is.
Can I hide a tab during bulk add?	Yes—toggle Add as hidden before confirming (default OFF).
Why can’t I add a template to a Room?	Check tab limit or permissions—you must be the Room owner (or Admin+).
Are Files / Plan / Internal tabs supported?	No—these tab types cannot be saved as templates.

Saved Tab Templates