Get Started with Templates

This tutorial will help you get up and running with templates fast!

If you want a more detailed version, you can read this: Templates. That one covers every technical detail about our templating system, allowing you to completely understand and master it.

With that out of the way, let's get started!

The Template page contains all the templates you have in a project. A template is bound to the project it was created in. That means you can't select a template from Project A when you are in Project B.

A template defines how a content item should be written and structured. They are similar to blueprints. You can have a template called "blog post" for your blog articles and another called "product review" for your review articles.

Default Template

When you create a new project, it'll have a default template that you can instantly use. It's an all-purpose template compatible with WordPress and covers all the basics of article writing. You can begin working on your projects without needing to create a template of your own.

To view the default template, access your project's dashboard (more info about that here) and go to the Templates page.

The first thing you will see is the default template.

You can customize the default template by adding new tabs to your liking. But before we talk about adding a new tab, let's first discuss the two default tabs: Text and Meta data & Files.

Text Tab

The Text tab is the main and one of the two default tabs in a template.

The default fields in this tab can't be deleted since they are system fields. System fields are important to EasyContent's API and CMS integrations. You can disable them if you don't need them.

Title Field

The title field, as the name implies, is the item's title. This is what will appear on your post's title or <h1> tag.

If you toggle the required option, this becomes marked as required, preventing anyone from submitting or approving unless this field is filled up.

The visible option allows you to hide this field. When hidden, the field will be disabled and it will not appear in the content editor and in shared links.

At the bottom of the field is the field guidelines option. Most fields in EasyContent will have this option. You can use this to provide instructions about how a specific field should be written or filled out.

Main Content Field

In the Main content field, you can add a bunch of placeholder text. It's commonly used to add guidelines, writing tips, outlines, etc.

When a new content item is created or when a brief is claimed or assigned to someone, the text editor will automatically be filled with the text you put in here.

Meta data & Files Tab

The Meta data & Files tab is the second of the two default tabs. It focuses on adding media, metadata, and SEO elements to your content item. Like the Text tab, all default fields here are considered system fields. You can easily tell if a field is a system field if they have the system field tag. 

If you connect your project to a WordPress site and you install either Yoast SEO or All-in-One SEO Pack, the meta title and meta description fields can be synced.

Some fields have a recommended length option allowing you to define a recommended character or word length. This is helpful if you want to set a recommended limit to how many words or characters a certain field should have. For example, meta title has a maximum of 70 character limit, and meta description has 160 in Google SERP. If you want to optimize your article for SEO, you may want to put these recommendations.

As you may have guessed, this option is only a recommendation. It will not prevent the writer from writing more than the recommended length. However, they will easily notice it when they're close to or over it.

Hiding Tabs

If you don't need either the text or meta data & files, you have the option to hide them. Hidden tabs will not show up in the content editor. The "eye" icon will let you toggle between hidden and visible.

When a tab is hidden, it will display the notice below.

Custom Tabs

If you're not satisfied with the default tabs, you can create an unlimited number of additional tabs. You can do this by clicking the Add new tab button.

At the moment, you can't add system fields to a custom tab, but you can add as many general fields as you wish.

The following are available for you to use:

  1. Heading
  2. Guidelines
  3. Text field
  4. Text area
  5. Asset field (NEW)
  6. Checkboxes
  7. Radio buttons
  8. Date
  9. Dropdown select

We have more detailed help for creating custom tabs here, which also explains what the general fields do.

Custom Template

You can create a custom template by clicking the template selection dropdown menu next to the page's heading and then selecting Create new template.

When you create a new template, it will automatically have the text and meta data & files tab. All templates you create will always have these two defaults.

Template Settings

Each template comes with its own settings, which you can access through the menu beside the template selection dropdown. You can rename or delete a template or make it the default one if it isn't already.

The Make default and Delete template options are only present on non-default templates.

Next, learn more about custom tabs and general fields.