Use Templates to create a new Room from a proven structure instead of rebuilding tabs and sections. Open the Template Gallery from All Templates, then pick a Team Template or an Aligned Template and click + Use Template to create a Room. Filter by template owner and search by template name to find the right template faster. Buyers don’t see templates—buyers see only the Room you create and share.
Prerequisites & Requirements
Plan: Private, Free, Basic, Pro, Enterprise (all plans)
Permissions: Every user in the account can access templates
Technical Specs: Templates tab exists on mobile
How to find all templates from All Templates
Go to your Aligned homepage.
Click All Templates (top right).
In the Template Gallery, choose Team Templates or Aligned Templates (top left).
Select the template you want.
Click + Use Template (top left).
How to find templates from the Templates tab
In the left sidebar, click Templates.
Choose My templates, All templates, or Aligned Templates.
(Optional) Filter by template owner.
Select a template.
How to create a Room from a template
Open the template (from All Templates or Templates).
Click Use Template (or click + Use Template from the template list).
Create the Room from the template flow.
What the Buyer sees
Buyers don’t see templates.
Buyers see the Room after you share it.
Troubleshooting & Error States
Q: I can’t find “All Templates.”
Answer: Go to your Aligned homepage and click All Templates (top right).
Q: I can’t find a specific template.
Answer: Type the template name in the Search templates box.
Q: I want templates built by a specific teammate.
Answer: Filter templates by template owner in the Templates area.
Q: I can’t tell what an “Aligned Template” includes.
Answer: Open Aligned Templates to view Aligned pre-built templates, including Expert Gallery templates.
Pro-Tips
Use Team Templates to standardize how your team sets up Rooms for the same motion (Sales, Onboarding, Partnerships).
Filter by template owner when you want to copy a top-performing teammate’s structure instead of searching by name.
