How to Create Templates in Coda
- George Apostolov
How to Create Templates in Coda: step-by-step guide
Navigate to your desired Coda doc.
Click the ellipses to open the dropdown menu.
Select the option 'Turn into template'.
You will be prompted to (1) Create a copy of this doc or (2) Convert this doc. Choose from the options.
Click 'Create'.
Click 'Publish' once you're satisfied with your template.
Quick answer: To create templates in Coda, navigate to your desired doc, click the ellipses, and select 'Turn into template'. Next, choose whether to create a copy or convert the doc, click 'Create', and finally click 'Publish' once you are satisfied with your template.
About this Coda tutorial
Turn your Coda docs into reusable templates by selecting the template option, choosing your conversion preference, and publishing the final result. This guide shows how to create Templates in Coda in 6 steps, starting with "Navigate to your desired Coda doc" and finishing with "Click 'Publish' once you're satisfied with your template". The interactive demo above is a click-through copy of the real Coda interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create Templates in Coda?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Coda data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Coda. Related guides: How to Create Time-Tracking Systems in Coda with Toggl, How to create view-only links in Coda and How to Create Views in Coda. Last reviewed 05 Oct 2026.
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