Get Started with Templates

This feature is available on all plans.
Users with the manage templates permission can access this feature.

A template is a structured blueprint that ensures consistency and saves time in content creation. It helps your team maintain quality while streamlining the writing process.

For example, you can create a "Blog Post" template with a field for sources or a "Product Review" template with sections for pros and cons.

In this guide, you'll learn everything about EasyContent's templating system. By the end, you'll be able to create and customize templates for any content type. Let’s dive in!

Accessing Templates

To access templates, make sure that you are inside a project. In the left sidebar menu, select the project you want to work on via the project selection dropdown, then click on Templates under the Configuration group.

On this page, you'll see all the templates available for the current project. Each project has its own set of templates. You can copy a template from one project to another by clicking the vertical three-dot menu on the upper right corner of a template card and selecting Duplicate template.

Creating a New Template

Let's start by creating a new template. Note that there will be starter templates present in every new project you create. Depending on your plan, these starter templates may fill your project's template creation limit, so feel free to delete one of them if you want to follow along with this article. If you wish to recover the starter template you've deleted, simply create a new project and clone it from there.

Let's create a new template:

1. Click on the Create template card.
2. Give the new template a name and an optional description.
3. Click the green Create button to create it.

Your new template is now ready!

Template Tabs

After creating a template, you'll be redirected to the template editor page. You'll see two tabs: Main Content and CMS fields.

In EasyContent, templates are made up of tabs, and tabs are made up of fields. Tabs are a way to group related fields to organize information.

You may have noticed that the CMS Fields tab is crossed out. This is because it is currently hidden. Click on it and you'll see the notice. To unhide it, click the vertical three-dot icon and click Show. You should now see multiple fields appear under the CMS fields tab.

System Tabs and General Tabs

Whenever you create a new template, it will always have the "Main content" and "CMS Fields" tabs. These two belong to the system tabs group. Currently, only these two belong to that group. Any custom tabs you create fall under the general tabs group.

The differences between a system tab and a general tab are the following:

Creating a New Tab

Click the New Tab button to create a new tab. Give it a name and press enter or return on your keyboard or click the green check button to finish creating it.

Renaming and Rearranging Tabs

To rename a tab, click it to make it the active tab, then click it again to rename it. You can also use the rename option in the three-dot menu icon. To rearrange tabs, click and drag the handle before the tab name.

Deleting, Hiding, and Duplicating a Tab

System tabs cannot be deleted, but they can be hidden. On the other hand, general tabs cannot be hidden but they can be deleted. Additionally, you can't duplicate a system tab.

• To hide a system tab, click it to make it the active tab if it isn't already, then click the three-dot menu and click hide.
• To delete a general tab, click it to make it the active tab if it isn't already, then click the three-dot menu and click delete.
• To duplicate a general tab, click it to make it the active tab if it isn't already, then click the three-dot menu and click duplicate.

Template Fields

Template fields are what allow you to add content to your content items. Think of them as the building blocks of your template.

Let's go back to the main content tab for now. Here, you'll see three fields: Title, Main content, and Files. You can hover over the question mark icons next to their names to learn more about them.

For the title and main content fields, you'll notice several options available.

• Set recommended length to - give recommendations about the length of the field's text content.
• Visible - when checked, this field will appear in the content editor, hidden if unchecked.
• Required - when checked, the content item is unable to be submitted to the next status unless the field isn't empty. Note that manually changing the workflow status can bypass this.

You may also notice the system field tag next to these fields. You can hover over the question mark icon to learn more about system fields. In a nutshell, system fields are tied to our API and CMS integrations and cannot be deleted. Go to the CMS fields tab and unhide it if you haven't already and you will see that all default fields here also belong to system fields.

The differences between a system field and a general field are the following:

* System fields are added by default and they cannot be created, duplicated, or deleted.

Learn more about Template Fields here.

Adding New Fields

Go back to the main content tab, scroll down to the bottom of the page and you should see the "Add a new field" button. Click it and all of the available fields you can use will be displayed. Each of them comes with slightly different options. If you wish to learn more about every one of these fields, you can visit our Template Fields article.

For the sake of this guide, we're going to add a Paragraph text field. Click the add new field button and select the Paragraph text field to add it to the main content tab.

Give it a name in the input that says "Name this paragraph text field". The name you give to this field will appear in the content editor. Make sure it reflects what you want it to be used for. For example, you can name this paragraph text field "Summary" so it can be used as a field to write a summary for the content item.

Next, you may want to add a guideline for this field in the input that says "Field guidelines (optional)". This will allow you to give help, hints, or instructions to your team so they know exactly what they need to put in this field.

You can use the handle or the up/down arrow to rearrange fields.

Now, you know how to create a template, add a new tab to it, and add fields to it.

Congratulations! You've created your first template! Try adding the other fields to different tabs to see their options. Then, use your template on a content item to see it in action. Play around until you learn what's the best structure for your templates or check out the starter templates included in every new project to see how they're built.

That's it! You're ready to build custom templates for your needs! If you need further help, have any questions or if you want to see additional features like new fields or more options, don't hesitate to drop us a message at support@easycontent.io!

Happy collaborating!