March 23, 2022

Create a Custom Template

Learn how to create, publish, and feature a custom strategic framework for repeat use and team wide use.

Create Framework
Create Framework

Custom Template

A powerful aspect of the platform is it allows you to design your own custom strategic template. You can design, publish and feature a strategic template for your entire team to leverage in everyday decisions. You can build your own templates for interviewing job candidates, templates for building out quarterly goals, templates for thinking through new product design, templates for thinking through how to make business decisions, and many more.


Let us show you how. Start by clicking on the Create Link in the navigation. From the template library page, click project plan.


Next, design, your custom strategic framework. Choose the section titles, choose the covers, enter any additional text.


By clicking on the Settings icon in the upper right, you can edit your project settings. Click on the blue link that says defined project details make this a template.

Edit template
Edit template


From here you can choose which category to feature your template and you can also choose if you want to feature it on the main template page when your team clicks on create.

Publish a Template
Publish template


Your new template is now featured in the template library for repeat use. If you want your whole team to be able to leverage this template, please update the visibility settings tp "Team- whole team can view."

Featured Template

Try it yourself. Please contact us if you need help.

Try this template
Create Framework
Most popular
Try Business Canvas Template
The Business Model Canvas is one of the most used tools to help businesses look at the current state of their business in a strategic way. Customize for Business Model Canvas template headers, colors, and design. Get started for free.
Start Using Kanban
The #1 free Kanban tool to improve your team's efficiency and agility. Customize, score, rank, and share your Kanban boards. Learn why Kanban works and how to use it. Get started now.
Try To Do List Template
Build your own strategic to do list, track scores, set custom colors, build custom to do list templates. Get started for free.
Perform Gap Analysis
Start using the #1 Gap Analysis Template to understand your gaps and how to prioritize your strategy. Learn more about using Gap Analysis, customize free templates. Get started for free.
View PEST Analysis Example
The PEST Analysis allows companies and teams to Analyze their Political, Economic, Social, and Technological factors. View an example PESTEL Analysis.
Try SWOT Analysis Software
Our official guide on everything SWOT Analysis - leverage your learnings to create a stunning online SWOT Analysis.
Try OKR Template
Learn how to create OKRs and leverage the #1 free OKR template and free Strategic OKR Tool. Get started now.
View SWOT Analysis Example
View powerful SWOT Analysis examples to learn how SWOT can drive your strategic decisions. SWOT Analysis is the most popular and widespread strategic tool to help businesses look at their current situation from all sides. View examples now.
Try Warren Buffett Template
Write down your top 25 career goals.
Try Daily Standup Template
The #1 Free Daily Standup Template. Discuss your accomplishments, to do, and blockers. Get started now.
Try PESTEL Template
Businesses use PESTEL Analysis to analyze the macro environment as it relates to their objective. Learn how to use PESTEL in your decisions and leverage the most powerful free PESTEL Analysis template by SWOT. Get started for Free.
Try Eisenhower Template
Start using the #1 Free Eisenhower Matrix Template online to prioritize your time. Customize your Eisenhower template design, headers, and colors. Get started for free.
Try Retrospective Template
Start using the #1 Sprint Retrospective Template to analyze what went well, what went wrong, what could we do differently to improve. Customize your free Sprint Retrospective template headers, colors, and design. Get started for free.
Try Memo Template
P&G one page memo helps you create a clear and concise summary
Try Daily Routine Template
The Ivy Lee framework is one of the most powerful productivity routines leveraged by leaders. Created back in 1918 by Ivy Lee, a productivity guru. Use the #1 Free Ivy Lee Template to boosr your productivity.
Published on
Written by:
Gidon Wise