Get started with Typedesk

New to Typedesk? Welcome! Let's create your first reusable template.

Typedesk lets you save messages you write regularly and insert them whenever you need them. No more rewriting the same reply, introduction, or explanation from scratch.

Create your first template

1. Open Typedesk and create a new template.
2. Give it a clear name.
3. Add the text you want to reuse.
4. Add variables for details that change, such as a customer's name, order number, date, or address.
5. Assign a shortcut if you want to insert the template by typing a short trigger.
6. Save the template.

Hit Add template to get going, then pick Start from scratch.

Drop in variables from the right sidebar. Typedesk asks you to fill each one in every time you use the template.

Want to fire it off with a few keystrokes? Give it a shortcut under Settings.

That's it! Your first template is ready for action.

Insert a template

You have two easy options:

• Use a typed shortcut: Type the shortcut assigned to the template. Typedesk replaces it with the completed message.
• Open Quick Access: Press Alt+C on Windows or Option+C on Mac, search for the template, and select it.

The browser extension supports typed shortcuts and Quick Access inside supported browser fields. The desktop app lets you use templates in supported desktop applications and in your browser.

Work with a team

Here's where things get even more useful.

Team members are managed at the account level. Typedesk uses three account roles: Owner, Manager, and User. A Manager can add or remove users from the plan, while the Owner owns the account or plan.

Templates are shared through folders, and each shared folder can have its own permissions. Open a folder's three-dots menu and choose Share folder to invite teammates.

• Account roles: Owner, Manager, and User
• Folder permissions: Viewer, Editor, Admin, and Owner

Want the full breakdown? See the roles and folder-permissions guide.