Templates

Review a project or task template version someone submitted, approve it, send it back with a comment, or reject it, then publish the approved version so the team can use it.

Build a reusable invoice or quote layout with sections such as Parts and Labour, starter rows, notes, payment instructions and terms, then activate it so new documents start from it.

Build a reusable checklist of steps for a work order, asset or other record, add each item with its answer type and whether it is required, then publish the version technicians will use.

Bundle several published project templates into one portfolio template, publish it, then apply it to a customer to create a portfolio and all its projects in one go.

Save a reusable project plan with phases and the tasks inside each phase, so a new project starts with its work already laid out instead of a blank page.

Turn a PDF you already use, such as a waiver, into a reusable signing template by uploading it once, naming the signer roles, placing signature and date fields, and publishing it.

Save a reusable task with its subtasks, default status, assignee rule and date offsets, publish it, and create new tasks from it in one press.

Build the folder layout that a record's Notes, Files or Access tab starts with, save it as a draft, activate it, and apply it to a customer, work order or project.

Write your own version of an email, text or push notification Nova sends, or add a new reusable message, save it as a draft, preview it, then activate it so it goes out in your words.

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.

Watch the progress of a project or task template being applied in the background, open the project or task it created, and cancel or retry a run that is stuck or failed.

Put your logo, colors, sender name, support contact and footer on every email Nova sends for you, set the look of invoice and quote PDFs, and check the result in the live preview.