Templates that set up Tidy for how you work
Go from an empty workspace to a working setup in one click. Every template is free — browse by family, open one to see exactly what it creates, then apply it to your account.
Business
Ready-made setups for the way a service business, agency, or shop actually runs.

Content Pipeline
8 itemsOne board that holds your whole content operation. Ideas land as content items; the Kanban board is the daily review surface — drag a card to advance a stage, and dragging out of a Review column IS the approval. Scripts and storyboards are linked notes; publish dates drive the schedule.

CRM
25 itemsLead capture, a drag-and-drop pipeline, engagement charts, and consent-safe email campaigns — installed as one workspace.

Tidy for Home Inspectors
85 itemsRun your whole inspection business from one workspace. Capture photos and dictation on-site as facets, let AI assemble a bespoke, SOP-structured report you review and send before you leave the driveway — with pre-inspection agreement e-sign, pay-before-release billing, and 5-year retention built in.

Tidy for Projects
51 itemsA software-development planning workspace built from Tidy's existing Activities, typed links, evidence, and coverage. Capture requirements and decisions beside executable Tasks without creating a separate project-management system.
Personal
Setups for the projects and hobbies you run outside of work.
