Until now, starting a new stream meant a blank canvas. Now, you have three powerful options:
What’s New?
When creating a stream, you can now choose from:
- Start from scratch – same as before, clean and simple.
- Generate with AI – describe your stream (e.g., “SEO Campaign”) and let AI auto-generate the description + tailored Kanban columns (Pro users only).
- Pick a template – select from a growing library of ready-made templates or save your own.
Introducing Templates
You can now:
- ✅ Save any stream as a reusable template (only tasks will be duplicated — no files, comments, or assignees).
- âś… Use built-in templates like sales pipelines, partnership workflows, or project management starters.
- âś… Create your own templates from scratch, define task columns, and pre-populate tasks manually or with AI.
Bonus: AI + Templates
- Use AI to generate full project flows inside your templates — including task suggestions and descriptions.
- Mix and match: build your own workflows, then let AI fill in the details.
Manage Your Templates
Head to System Settings > Templates to:
- Start from scratch
- Copy and customize existing templates
- Edit and save templates to your personal library
Whether you're launching a marketing campaign, managing client work, or onboarding a new partner — Ledger templates help you move faster, stay consistent, and get more done.
Ready to build your first template? It’s live now.
