How to change templates?

This article shows you different ways to change the templates of content items and briefs.

Changing a Single Item's Template

Method 1: via the action dropdown

  1. Go to the content items page.
  2. Under the action column of the item you want to change templates, click the three-dot menu icon > change template.
  3. The template selection window will appear.
  4. Select the new template you wish to apply from the dropdown and click change template.

Method 2: via template column

  1. Go to the content items page.
  2. Under the template column of the item you want to change templates, click the current template's name.
  3. The template selection window will appear.
  4. Select the new template you wish to apply from the dropdown and click change template.

Changing Multiple Item's Templates at Once

  1. On the Content Items page, select the items you want to change templates using the checkboxes next to their name.
  2. The Actions dropdown will appear in the filter menu.
  3. From that dropdown, select Change template.
  4. 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.
  5. Once you've selected your desired template and reviewed the affected items, click change template.

Changing a Single Brief's Template

Method 1

  1. Go to the Briefs page.
  2. In the Action column, click the three-dot menu of the brief you want to change templates, then click edit.
  3. The brief editor window will appear.
  4. On the lower right window, the template selection option should appear.
  5. Select the new template you want to use then click Save Changes.

Method 2

  1. Go to the Briefs page.
  2. Under the "template" column of the brief you want to change templates, click the template's name.
  3. A window for selecting a new template will appear. 
  4. Select your new template, then click Save changes and you're done!

Changing Multiple Brief's Templates at Once

  1. On the briefs page, select the items you want to change templates via the checkboxes next to their name.
  2. The Actions dropdown will appear in the filter menu.
  3. From there, select Change template.
  4. A window will appear for selecting a new template.
  5. 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.