TL;DR: To set up a Notion template, duplicate it from the template gallery or a shared link, then customize its databases, properties, and views to fit your workflow. This guide walks you through duplicating, organizing, and personalizing any template in under ten minutes.
Step 1: Duplicate the Template
Open the template page and click the Duplicate button in the top-right corner. If you received a share link, click Duplicate in the top bar instead. Notion copies the entire structure—pages, databases, and views—into your workspace. Choose the workspace and parent page where you want it to live, then confirm.
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Step 2: Review the Structure
Before editing, explore what you duplicated. Expand every toggle, open each database, and click through the views. Note which databases are linked versus standalone, since linked views pull from the same source. Understanding the architecture prevents accidental deletions later.
Step 3: Customize Properties
Open each database and adjust its properties. Rename fields to match your terminology, delete unused ones, and add new properties like Status, Priority, or Due Date. Set the correct property types—select, multi-select, date, or relation—so filters and rollups work properly.
Step 4: Adjust Views and Filters
Templates usually ship with table, board, and calendar views. Rename them, apply filters relevant to you, and sort by the properties you care about. Hide columns you don’t need. If a view feels redundant, delete it to keep your sidebar clean.
Step 5: Personalize Content
Replace placeholder text with your own information. Update icons, cover images, and page titles. Delete sample rows once you’ve added real data. If the template includes formulas or rollups, test them with your entries to confirm they calculate correctly.
Tips for Success
Keep your first setup minimal—add complexity only when you feel a genuine need. Use relations to connect databases rather than duplicating information. Save your customized version as your own template by clicking the arrow next to the title and selecting Save as template.
FAQ
Q: Can I undo a template duplication?
A: Yes. Move the duplicated page to Trash from the sidebar menu, then empty the trash if you want it permanently removed.
Q: Will editing a template affect the original?
A: No. Duplicates are independent copies, so your changes never alter the shared or original template.
Q: Do I need a paid plan to use templates?
A: No. Duplicating and customizing templates works on the free plan, though some templates may include features limited to paid tiers.
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