How to change templates?
This article shows you different ways to change the templates of content items and briefs.
Table of Contents
Changing a Single Item's Template
Method 1: via the action dropdown
- Go to the content items page.
- Under the action column of the item you want to change templates, click the three-dot menu icon > change template.
- The template selection window will appear.
- Select the new template you wish to apply from the dropdown and click change template.
Method 2: via template column
- Go to the content items page.
- Under the template column of the item you want to change templates, click the current template's name.
- The template selection window will appear.
- Select the new template you wish to apply from the dropdown and click change template.
Changing Multiple Item's Templates at Once
- On the Content Items page, select the items you want to change templates using the checkboxes next to their name.
- The Actions dropdown will appear in the filter menu.
- From that dropdown, select Change template.
- The template selection window will appear. Select the new template you want. You can review the affected items by clicking the "Changes will be applied to N selected items" link.
- Once you've selected your desired template and reviewed the affected items, click change template.
Changing a Single Brief's Template
Method 1
- Go to the Briefs page.
- In the Action column, click the three-dot menu of the brief you want to change templates, then click edit.
- The brief editor window will appear.
- On the lower right window, the template selection option should appear.
- Select the new template you want to use then click Save Changes.
Method 2
- Go to the Briefs page.
- Under the "template" column of the brief you want to change templates, click the template's name.
- A window for selecting a new template will appear.
- Select your new template, then click Save changes and you're done!
Changing Multiple Brief's Templates at Once
- On the briefs page, select the items you want to change templates via the checkboxes next to their name.
- The Actions dropdown will appear in the filter menu.
- From there, select Change template.
- A window will appear for selecting a new template.
- Select your new template, review the affected briefs by expanding the "Changes will be applied to N selected items" link, and click Save changes once you're satisfied.
How To - Tips & Tricks
- How to change templates?
- How to track changes in the editor?
- How to create a new template?
- How to edit a brief?
- How to assign or remove users from a project?
- How to delete a project?
- How to rename a project?
- How to create a new project?
- How to change my email address?
- How to change my profile name?
- How to deactivate a user?
- How to send a message to a team member?
- How to import briefs?
- How to claim a brief?
- How to archive a project?
- How to create and edit tables?
- How to view a content item's HTML source code?