Overview
Rename a template to keep your Templates list clear and easy to search, especially as your team builds out more templates over time.
Prerequisites & Requirements
Plan: Private, Free, Basic, Pro, Enterprise (all plans)
Permissions: Every user in the account can access templates.
Template Visibility: Templates can be Personal (visible only to the creator) or Team (visible to the wider team). Admins and Owners can see all templates across the account. Users can only see their own personal templates and Team templates — other users' personal templates are not accessible.
Technical Specs: Templates exist on mobile.
How to Rename a Template
Click Templates in the left sidebar.
Find the template you want to rename.
Click the three-dot menu (⋮) next to the template name.
Click Rename.
Troubleshooting & Common Questions
I can't find the three-dot menu.
Make sure you're on the Templates page and hover over the row of the template you're looking for — the three-dot menu (⋮) appears next to the template name.
I can't find a template to rename.
If it's a personal template belonging to another user, you won't be able to see or rename it unless you're an Admin or Owner.