Templates

What are Templates?

  • Templates are a helpful way of saving an outline of your current Timeline for use in a future timeline.
  • Templates help save time on future projects that follow similar structure of your current timeline.

How to Save a Template

  1. Click the templates button on the top right of the nav
  2. Select “Save A Template” from the dropdown.
  3. Create a title for your template and select any users that you wish to use the same template.
  4. Click save and you’re ready to use the template.
Highlight of the template dropdown menu

Note: Users can’t apply your template unless they’re listed on the template under user permissions.

How to Apply a Template

  1. Click on “Templates > “Apply Template”.
  2. View or search for any specific template you are after.
  3. Once selected, the template will seamlessly integrate into your timeline.
Screenshot of “Apply Template” pop-out

Note: Applying a template will add to your existing items – not replace them.