In this article, we're going to take a look at the Template page.
The Template page contains the templates that you have in a project. A template is bound to the project it was created in. It can't be used on a different project.
If you want to use a specific template from a different project, you'll need to recreate that template in the project you want it to be used.
Templates define how an assignment's content should be structured. You can think of them as blueprints that you can use to help you (or your writers) quickly build and write your articles. For example, you can have a template called "Blog post" for your blog articles and you can have one that's called "Product review" for your review articles.
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In EasyContent, our goal is to help your team get your projects done right away.
When you create a new project, it'll have a default template that you can instantly use. It's an all-purpose template that's compatible with WordPress and covers everything an article needs. 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 Template page.
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 Metadata & Files.
The Text tab is the main and one of the two default tabs in a template. Custom templates you create will always automatically have this tab along with the other default, the Metadata & Files tab.
The elements in this tab can't be reordered or deleted since they are classified as system fields. System fields are tied to our API and CMS integrations.
You can easily tell if an element is a system field by the lock icon next to them.
Let's take a look at the two fields in the Text tab next.
Assignment Title Field
The assignment title field, as the name implies, is the article's title. This is what will appear on your post's title or <h1> tag and is for SEO.
If you activate the required field option, this becomes marked as required, preventing anyone from submitting or approving an assignment that's using this template unless this field is filled up.
Underneath it is the field guidelines field. You can use this to provide instructions about how the assignment title should be written.
This is how it will look like in the content editor:
Default Text Editor Content Field
You can add a bunch of placeholder items in the default text editor content field. You can add a placeholder text, a set of guidelines, or a writing template for the article body.
When a new assignment is claimed or assigned to someone, the editor will automatically be filled with the text you put in the template.
Metadata & Files Tab
The Metadata & Files tab is the second of the two default tabs. Like the Text tab, all elements in the Metadata & Files tab are system fields.
However, unlike the Text tab, you have the option to enable or disable some or all items in the Metadata tab except for the Files widget.
The Metadata & Files tab focuses on adding media, metadata, and SEO elements for your article.
You can configure the meta title, meta description, custom permalink, and other SEO elements here. These elements are also used for automatic CMS integration purposes, especially with WordPress and its SEO plugins: Yoast SEO or All in One SEO.
All elements (except the Files widget) in the Metadata tab have the field guideline option. In addition, all of them (except for the Files widget) also come with an option allowing you to set a recommended word or symbol length, which is especially important for the meta title and meta description fields.
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 there are a number of custom fields that you can utilize.
Right now, the following are available for you to use:
- Text field
- Text area
- Radio buttons
- Dropdown select
We have more detailed help for creating custom tabs here, which also explains what the custom fields do.
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.
The new template will automatically have the two default tabs. You can then add custom tabs to your liking.
Each template comes with its own settings, which you can access through the menu beside the template selection dropdown. From here, 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 visible on non-default templates.