You've made your Custom Fields and you put your custom fields into Templates. So, now what?

Applying templates to objects (Roles, Teams, Users, Goals, and Agreements) is simple and can be done from any workspace or within a drawer.

In workspaces you can add a template by selecting any "+ Add" (Goal, Team, Agreement, etc.) on the top-right of the screen and selecting the template from the drop-down in the first line of the modal:

Remember, if you selected the add to modal box in template settings, that custom field will populate in the modal when the appropriate template is selected.


Templates can also be added directly from the table view by selecting the drop-down icon under the "Template" column:


Templates can further be added within a profile card by selecting the three-dot icon at the top-right of the card and selecting "Assign Template":