PrimeFlow Templates

PrimeFlow supports two practical ways to start from ready-made structure. Inside PrimeFlow, the Templates control adds a mind map starter to the current canvas. Outside PrimeFlow, Demo Data and the Setup Wizard can create full example Spaces that include PrimeFlow canvases.

Use PrimeFlow templates when you want a starter structure inside a canvas you are already editing. Use demo workspace profiles when you want a complete example Space with tasks, projects, notes, and PrimeFlow canvases already connected.

Templates do not replace your current canvas

Choosing a PrimeFlow template adds its nodes and connections to the current canvas. Existing nodes and connections remain in place.

What you can do

Open PrimeFlow templates

from the PrimeFlow header

Add a mind map starter

to the current canvas

Choose Blank, Standard Mind Map, Project Planning, Brainstorming, or Problem Solving

Keep existing canvas content

while adding the template structure

Edit template nodes after adding them

Load demo workspace profiles

that include PrimeFlow canvases

Use Standard-compatible or Pro-rich demo canvases

depending on the features available on your license

Choose the right starting point

Use PrimeFlow templates for a focused mind map. Use Demo Data when you want a realistic workspace with projects, tasks, notes, and canvases already connected.

How to open PrimeFlow templates

Main navigation: Open PrimeFlow.
PrimeFlow header: Choose Templates.
Command palette: Press ⌘+K on macOS or Ctrl+K on Windows, search for PrimeFlow, then open Templates from the PrimeFlow header.

See PrimeFlow Header and Controls for the full header guide.

PrimeFlow template types

PrimeFlow's in-canvas template control currently focuses on mind map starters.

Template	Best for
Blank	Starting with one central topic
Standard Mind Map	Creating a basic central-topic map with main branches
Project Planning	Sketching goals, tasks, timeline, and resources
Brainstorming	Capturing multiple ideas from one main idea
Problem Solving	Breaking down a problem, causes, solutions, and actions

For full details on each option, see PrimeFlow Mind Map Templates.

Add a template to a canvas

Step 1

Open PrimeFlow.

Step 2

Open the canvas where you want the template.

Step 3

Choose Templates from the PrimeFlow header.

Step 4

Choose a template.

Step 5

Edit the new topics and connections as needed.

PrimeFlow adds the selected template to the current canvas. You can move the new nodes, rename topics, connect them to other nodes, or delete parts you do not need.

Templates add content to the current canvas

If you want to preserve the canvas exactly as it is, use Save As first. See PrimeFlow Canvas Library and Saving.

Demo workspace profiles with PrimeFlow canvases

Demo Data and the first-run Setup Wizard can load full workspace profiles. These profiles can include PrimeFlow canvases alongside tasks, projects, notes, tags, and Pro content such as CRM records when available.

The eight demo profiles are:

Creative Agency
Freelance Designer
Software Development
Game Development Studio
Audio Production
Content Creator
Startup Founder
Personal Life & Goals

These demo profiles are different from the in-canvas Templates control. They create a populated Space, and that Space can include one or more PrimeFlow canvases.

Demo profiles are tier-aware

Demo workspace profiles support both Standard and Pro. Standard-compatible canvases avoid Pro-only node types. Pro-rich canvases can include advanced PrimeFlow examples such as portals, CRM nodes, files, folders, PDFs, Mermaid, and external app nodes when those features are available.

To load demo profiles, see Demo Data. To choose demo data during first setup, see Setup Wizard.

Things worth knowing

PrimeFlow templates are editable

After you add a template, its topics and connections become normal canvas content. You can rename, move, connect, duplicate, or delete them like other nodes.

Templates are not the same as saved canvases

A template adds starter content. A saved canvas stores your current work so you can return to it later.

For saved canvases, see PrimeFlow Canvas Library and Saving.

Demo profiles create complete examples

Demo profiles are better when you want to explore a realistic Space with content already connected. They can create tasks, projects, notes, CRM records, and PrimeFlow canvases together.

Pro-rich demo canvases can show advanced workflows

When Pro features are available, demo profiles can include richer PrimeFlow examples with portal journeys, advanced CRM nodes, and file-related nodes. Use these demos to understand how large connected workflows can look in practice.

Common questions

"Do PrimeFlow templates erase my current canvas?"

No. The template is added to the current canvas. Existing nodes and connections remain.

"Can I use templates on Standard?"

Yes. PrimeFlow templates are available on every PrimeTask license.

"Why do demo profiles create more than a template?"

Demo profiles are full workspace examples. They can create tasks, projects, tags, notes, CRM content when available, and PrimeFlow canvases together.

"Can a demo profile create a PrimeFlow canvas during setup?"

Yes. If you choose demo data in the Setup Wizard, the selected profile can create a PrimeFlow canvas as part of the populated Space.

"Where do I learn what each mind map template contains?"

See PrimeFlow Mind Map Templates.

Where to go next

If you want to…	Read this
Compare the mind map templates	PrimeFlow Mind Map Templates
Save a copy before adding a template	PrimeFlow Canvas Library and Saving
Learn the PrimeFlow header controls	PrimeFlow Header and Controls
Load a full demo Space	Demo Data
Use demo data during first setup	Setup Wizard
Check Standard and Pro coverage	PrimeFlow Standard and Pro