Templates Page

What this page is for

The templates page is where you stock up goal-tree templates in your organization and reuse them any number of times.

A template copies the tree structure and each goal's title, ideal, memo (including embedded images), comments (including attachments), and resources (those that finished uploading and aren't in the trash). If you don't want the source goal's conversations or files included in an in-organization template, check before saving.

Assignees, permissions, due dates, and completion status are not carried over.

To open it on desktop, go to "Templates" in "Other features," which opens when you press "More" in the sidebar. Pin it in "Other features" and it appears in the sidebar. You can also open it from "Choose what to open," shown by the ＋ on the in-app tabs. On mobile, open the menu (≡) at the top left and go to "Templates" under "More." The page has a two-tab layout of "Templates" and "Routines," and you can watch the concept tour from the "?" icon next to the heading. From "Marketplace" at the top right, you can find templates that other organizations have published (→ Publishing and receiving).

Creating a template

There are two ways to create one.

Create from an existing goal

Just choose "Save as template" from the goal tree row's "…" menu (on the goal page, it's under "…" → "More actions"; available on goals you have edit permission for). That goal tree becomes a template, sub-tree and all.

Create from scratch

Create one with a name from "Create template" at the top right of the "Templates" tab, and an editor opens. The editor works the same way as the goal detail page: you can add and reorder goals, fill in "Ideal" and the memo, and register resources.

Saved templates line up in the Templates tab, and anyone in the organization can see and use them. The card shows the owner (the person who created the template) and how many times it's been used. The owner can edit the template later.

Finding from the list

Find templates with the search, filters, and sorting at the top of the tab.

• Search by name: Narrow by template name
• Owner: Narrow to "All," "Me," or only templates owned by a specific member
• Sort: Three options — Most used / Newest created first / By name
• Tags: With tags applied, you can filter by chips. The tags used here are the same ones managed in the members list (→ Members list page). If the organization has no tags yet, the tag setting shows empty
• Include archived: Archived templates don't appear in the list. Add this condition when you want to see them
• Folders: You can organize templates into folders. Put a template in one with "Put in or move to folder" in the template's "…" menu. Deleting a folder doesn't delete the templates inside it

To apply a tag, choose "Set tags" from the template's "…" menu.

Tidying up (archive, delete)

Operate from the template's "…" menu.

• Archive: Hide it from the list. Bring it back any time with "Restore." An archived template becomes read-only
• Delete: Can't be undone. The routines tied to that template are deleted together (the count appears in the confirmation dialog)

Adding to a tree (using it)

Press "Add to tree" on the template card or on the screen where you've opened the template.

1. In the "Choose the goal to copy into" dialog, choose the destination parent goal
2. Press "Add" and the whole template content is copied under the chosen parent goal
3. On success, you can move there right away from "Open the copied goal"

The added goals can be executed right away as ordinary goals. Note that you can only choose destination goals you have edit permission for, and you can't add under a completed goal. Since it always goes under an existing goal, you can't add it to the top level without choosing a parent goal.

You can also add from the goal side. Choose a template with "Add from template" in a goal row's "…" menu and press "Add," and the template's content is copied under that goal. This menu also appears only on incomplete goals you have edit permission for.

After adding it, have the AI carry it out

Like any other goal, goals added to the tree can be handed to AI from "Ask AI" on the row (→ Goal page "Ask AI"). The ideal, memo, and resources written in the template are copied along with them, so MCP-connected AI reads them and carries the work forward.

Routines (adding periodically)

Work that repeats on a fixed rhythm can be added automatically with a routine. A routine is a combination of "template × destination parent goal × rhythm × assignee," and when the set day comes, the template is added to the tree automatically.

• There are three entry points: "Add regularly" on a template card, "Create routine" on the Routines tab, and "Add" in "Routines" on the goal detail page (the destination becomes that goal)
• Rhythm is daily, weekly (by weekday), or monthly (by date; month-end is possible too)
• You can choose an assignee (choosing multiple makes a separate routine for each). Auto-added goals are added under the chosen destination parent goal and assigned to the assignee, and appear on the assignee's screen. The due date is the day it was added
• The detail page of an auto-added goal carries a "From the routine of ◯◯" chip; pressing it shows the template name, rhythm, next run date, assignee, and so on

The Routines tab list shows the template name, rhythm, next run date, assignee, and creator. Switch between "Mine," "All," and "Paused" with the tabs at the top. When there are many, only a fixed number from the top is shown, and a note to that effect appears in the list.

From the list's "…" menu, a routine can be "Edited" (change rhythm or destination), "Paused," "Resumed," and "Deleted." When an auto-add couldn't happen — because the destination goal was completed or deleted, for instance — a notification with the reason arrives (if the destination was completed, the routine is auto-paused).

You can also check from the template side. A template card with a routine set shows "◯ routines," and pressing it opens that template's routine list.

You can also check from the goal side. "Routines" on the goal detail page lists the routines that use that goal as their destination. Press "Open routine list" to move to the Routines tab.

Publishing and receiving

Templates can be published outside the organization too. Anyone who receives the public URL can import it into their own organization and use it.

• Publish: From the template's "…" menu (or the header of the screen where you've opened the template), press "Publish settings," then press "Publish" on the "Publish template" screen to issue a public URL. Hand it over with "Copy public URL." Just note that comments and resources are included, and it's public to everyone who knows the link. What's published is the content at the time of publishing. If "Automatically update the published version after edits" is on, your edits reach the public page within a few minutes. When it's off, they aren't reflected until you press "Update published version" (or "Update now"). To stop it, press "Stop publishing"
• List on the Marketplace: Published templates appear in the "Marketplace" list at the top right of the templates page. On the "Publish settings" screen you can choose a "Category" (used for filtering). If you don't want it in the list, turn on "Hide from the Marketplace" (the public URL still opens). You can choose up to three categories. When you pick a category on the Marketplace, templates that three or more organizations have added in that category are listed with templates in your language first, then in order of how many organizations added them
• Post to Network: The owner can also post a published template to the Addness Network timeline with "Post to the Network timeline" on the "Publish settings" screen. It's introduced from your profile (while your profile is locked, it's shown only to followers you've approved). You can take the post down any time
• Receive: With "Add to my Addness" on the public page ("Add to your organization" on the Marketplace), you can take it in as a template of your own organization. Once taken in, you can add it to a goal from "Add to tree." You don't even need an Addness account. Sign up or log in on the spot, and the import resumes from where it left off
• Start with AI: "Start with AI" on the public page prepares an instruction to hand to Claude Code or Codex (open it in Claude Code or Codex, or copy the instruction and hand it over). The AI that receives the instruction connects to Addness if it isn't connected yet, adds the template's content under your own goal, puts it in your ToDos, and works through it starting from the parent goal. The instruction tells the AI to confirm first before high-impact operations such as deleting or sending things outside

A published template gets a "Published" badge in the list and also shows how many times it's been added. The public page also shows the number of times added and the published version's last-updated date.

Permissions and notifications

• Using it (add to tree, make a routine): Anyone in the organization can (you can only choose destinations you have edit permission for)
• Editing, tagging, archiving, deleting: While the owner is in the organization, only the owner can operate. After the owner leaves the organization, other organization members can operate too
• Publishing and updating the published version: The owner can. After the owner leaves the organization, the organization's admins can too
• Stopping publication: The owner and the organization's admins can. While the owner is in the organization, an admin who isn't the owner sees only "Stop publishing" as an action on the published template
• Posting to Network: Only the owner can
• Notifications: You get notifications for comments on a template, setting/changing/pausing/resuming/deleting a routine, when the template of a routine you use is edited, and when an auto-add fails