Creating content that’s consistent in structure and style is key to building a high-quality knowledge base. With Card Templates in Whale, you can define reusable formats that standardize how policies, FAQs, procedures, and more are created. This ensures that everyone — from subject matter experts to occasional contributors — builds content that fits your organization’s tone and structure.
Card templates help:
🧩 Maintain consistent structure across cards
✅ Standardize formatting for policies, FAQs, how-tos, and more
🚀 Speed up content creation for your whole team
📚 Improve readability and navigation for end users
How to Create a Card Template
Step 1: Go to Workspace Settings
Click on your profile icon
Navigate to Workspace Settings
Select Card Templates from the menu
Step 2: Add a New Template
Click “Add Template”
A pop-up will appear where you can:
🏷️ Set a template title (e.g., Policy Format, FAQ Template)
📄 Build out the structure using the card editor — include headings, placeholder text, bullet points, etc.
🏷️ Add tags to categorize the template for easy discovery
📤 Publish the template when you’re ready for your team to start using it
Managing Templates
In the Card Templates overview, you can:
✏️ Edit an existing template
🗑️ Delete a template that’s no longer needed
Just hover over the three-dot menu next to a template to access these options.
Using a Card Template
Whenever someone creates a new card, published templates will appear at the top of the creation screen. Writers can simply:
Select a template
Fill in their content
Maintain consistent formatting without starting from scratch
Example Use Case
You want all internal policies to follow a standard format. You create a card template titled Company Policy Template with structured headings like:
Purpose
Scope
Policy Details
Responsible Department
Now, whenever a new policy card is created, it follows this structure — no extra formatting needed.