CRMテンプレート

Notionテンプレートは、Notion上で公開されている複製可能なページです。お気に入りのワークフローをコミュニティと共有したり、使用したいワークフローを複製したりできます。

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

テンプレートとして公開したいページの右上の「共有」をクリックし、「Webで公開」と「テンプレートとして複製を許可」の両方のトグルをオンにします。ほかの人に共有する際は、必ず「Webで公開」トグルの下にある公開用URLを使用してください。

To submit a template to the gallery, go to notion.so/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

• Pages — Update the page cover photo, add/change an icon, and change the page title.

• Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

• Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

• Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.