How to change templates?

Changing your content item or brief template is easy, and there are multiple ways to do so.

Changing a Single Content Item's Template

In this section, you will learn how to change the template of a single content item.

Method 1: via the action dropdown

1. Go to the Content Items page.
2. In the Action column, click the three-dot menu for the content item whose template you want to change, then select Change Template from the dropdown.
3. A Template Selection modal will appear.
4. Choose the new template you want from the dropdown, then click Change Template to apply it.

Method 2: via template column

1. Go to the Content Items page.
2. Locate the content item whose template you want to change.
3. In the Template column for that item, click the name of the current template.
4. A Template Selection modal will appear.
5. Choose the new template you want from the dropdown, then click Change Template to apply it.

Changing Multiple Content Items' Templates at Once

In this section, you will learn how to change multiple content items' templates at once.

1. On the Content Items page, select the items you want to update by checking the boxes next to their names.
2. A floating menu will appear at the bottom of the page.
3. In that menu, click the three-dot icon, then select Change Template from the options that appear.
4. The Template Selection modal will open. Choose the new template you want.
   • You can review all affected items by clicking the “Changes will be applied to N selected items” link. This will show a list of all items whose templates will be changed.
5. After selecting your template and reviewing the affected items, click Change Template to apply the changes.

Changing a Single Brief's Template

In this section, you will learn how to change just a single brief's template.

Method 1: via the action dropdown

1. Go to the Briefs & Ideas page.
2. In the Action column, click the three-dot menu for the brief you want to update, then select Edit from the menu that appears.
3. The Brief Editor modal will open.
4. In the Choose Starting Structure section, select Use a Template, then choose the template you want to apply.
   • Select Blank if you prefer to use a custom structure.

Method 2: via template column

1. Go to the Briefs & Ideas page.
2. In the Template column for the brief you want to update, click the name of the current template.
3. The Template Selection modal will appear.
4. Choose the new template you want from the dropdown, then click Change Template to apply it.

Changing Multiple Briefs Templates at Once

In this section, you will learn how to change multiple brief's templates at once.

1. On the Briefs & Ideas page, select the items you want to update by checking the boxes next to their names.
2. The Action menu will appear in the filter bar, just before the search field.
3. Click the Action menu, then select Change Template.
4. The Template Selection modal will open. Choose the new template you want.
   • You can review all affected items by clicking the “Changes will be applied to N selected items” link, which expands to show every item that will be updated.
5. After selecting your template and reviewing the affected items, click Change Template to apply the changes.