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How to create and use templates

Templates give your documents and tasks a consistent structure, so nothing important gets missed and your team spends less time deciding how to frame things. There are two types of templates in Rezonant: document templates and task templates. Both can be customised to fit how your team works.

Document templates​

When you ask Rezonant to draft a document, it picks the best-fit template based on what you're trying to create and populates it with content from your conversation and session context. You can also apply or switch templates manually using the 'Auto' button in the document editor.

Rezonant comes with a few default templates, including:

  • PRD (Product Requirements Document) - for capturing a problem, the goals behind it, user stories and requirements, success metrics, and open questions.
  • Spec (Technical Specification) - a deeper document for when you know what you're building and need to nail down how.
  • Strategy - for stepping back from individual features to document direction.

Task templates​

Task templates define the structure of tasks that Rezonant generates. When breaking a document or conversation into tasks, Rezonant picks the appropriate template and fills it with context from the session, including relevant code, designs, and prior decisions.

Custom templates​

Teams can create their own templates for both documents and tasks. To create a custom template, go to Templates in the homescreen menu and select New template.