Nova Find all your templates in one place
Use the Template Center to see every kind of reusable template Nova offers, grouped by area, and jump to the one you want to create or change.
In the sidebar, open Settings, then choose Template Center under Templates. The page address is /settings/org/templates. The page title reads Templates.
A template is a saved starting point you reuse: an invoice layout, a text message you send often, a project plan, a checklist a technician works through. Each kind has its own page. This one is the map.
Before you start
- The page only shows the cards your role can open. If a kind of template you expect is missing, your role does not have permission for it. Ask your admin.
- If the page says you do not have access at all, none of the template pages are open to your role.
Steps
- Find the group that matches what you want: Work, Operations, Communications, Workspace, Billing or Agreements.
- Press the card. The template page opens. The same pages are also cards on the Settings page, under Templates (and, for agreements, under Agreements), so you can start from either place.
What you see
- Work: Checklist Templates for steps a technician ticks off on a work order or asset (Create a checklist template); Project Templates for phase plans and task lists a new project starts from (Create a project template); Task Templates for a single task and its subtasks (Create a task template); Portfolio Templates for a bundle of project templates applied together (Create a portfolio template).
- Operations: Approval Queue where submitted project and task template versions wait for review (Approve a template change); Apply Jobs where you watch a template being applied in the background (Follow a template being applied in the background).
- Communications: Email Branding for the header, colors and footer every email from Nova shares (Set up email branding); Message Templates for reusable email, text and push wording (Create or change a message template).
- Workspace: Workspace Templates for the folder layout a record's Notes, Files or Access tab starts with (Create a workspace template).
- Billing: Billing Document Templates for invoice and quote layouts, sections and customer-facing wording (Create a billing document template).
- Agreements: Agreement Templates for documents customers sign (Create an agreement template); Reusable PDFs for a PDF you already have that customers sign again and again (Create a reusable PDF template).
If something looks different
- A card you used before has disappeared: the feature was turned off for your plan or your role lost the permission. Check with your admin.
- You are looking for a wording change in a reminder or notification a customer receives: those live under Message Templates, or in the automation that sends them. See Change the wording of a customer message.