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Template Management in Studio

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The template management page gives admins and design editors an overview of all the templates and template categories.

Template categories allow designers to  organize related templates and manage large volumes of templates, so that creators can find them easier.

You can add or remove templates to new or existing categories and configure the sharing settings of the individual templates or template categories.

Learn more about creating a template from a design here.

Who can manage templates?

 

Who can manage templates in Studio?

Users with the following permission(s) can create and manage templates in Studio:

  • Content Designer

  • Studio Admin

Create a Template Category

Creating a template category allows designers to organize related templates and manage large volumes of templates, giving content creators the ability to easily navigate and find templates.

  1. Navigate to Studio.

  2. Click Templates in the left sidebar.

    templates_step_1_.png

  3. Click new_category_studio.png.

  4. Enter a name and click Create category.

    ENTER_CATEGORY_NAME_NEW_CATEGORY_STUDIO.png

Once created, template categories are only available to the creator. Learn more about sharing a template category here.

Add a template to a category

Once you’ve created a category, you can add templates to it. Templates will automatically have the same sharing settings as the category that they’re added to.

  1. Navigate to Studio.

  2. Click Templates in the left sidebar.

    templates_step_1_.png

  3. Scroll down to the Templates section.

    add_templates_to_category.png

  4. Hover over the template that you want to add to the category and click three_dots.png.

  5. Select Move to category.

    MOVE_TO_CATEGORY.png

  6. Select which Category you would like to add the template to from the dropdown.

    move_to_category_studio.png

    Note

    A template can only belong to a single category.

  7. Click Move.

Remove template from a category

  1. Navigate to Studio.

  2. Click Templates in the left sidebar.

    templates_step_1_.png

  3. Click the Category where you want to remove the template.

  4. Click three_dots.png on the template that you’d like to remove.

    REMOVE_FROM_THIS_CATEGORY.png

  5. Select Remove from this category.

Update the template category cover

In order to help your users more easily find the template category or to provide additional details about the templates, you can customize the template category cover. You can add an image or fill color to the template category cover.

  1. Navigate to Studio.
  2. Click Templates in the left sidebar.
  3. Navigate, search, or filter for the template category you’d like to update.
  4. Click on the thumbnail of the template category.
  5. Select Edit details.
  6. Edit the options available: 
    • Name: Here, you can edit the name of the template category.
    • Upload cover: Click to add an image to the template category cover.

      Note

      The recommended formats are PNG or JPG.

    • Color: Rather than adding a cover image, you can add a color for the project cover. Enter the hex code.
  7. Click Save changes.

FAQ

Can a template be added to multiple categories?

No, each template can be added to a single category. If there are templates that should belong in multiple categories, you’ll have to duplicate the template and add it to the other category.

Can I add a design to a category?

No, you can only add templates to a category.

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