Templates

In this article, we're going to take a look at the Template page.

The Template page contains all templates you have in a specific project that you can apply to your assignments or tasks created within that project.

Templates define how an assignment's content should be structured. You can have a template called "Blog post" or you can have one that's called "Product review". In other words, these are blueprints that you can use to help you (or rather your writers) quickly build your articles.

Default Template

When you create a new project, it'll have a default template that you can use right away. You can work on your projects without having to modify this and everything should work fine. This template is also 100% WordPress compatible.

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

Text & Files Tab

The Text & Files tab is the main and one of the two default tabs in a template. Custom templates you create will also automatically have this tab (along with the other default, the metadata tab).

The elements in this tab can't be reordered or deleted since they play an important role in the app (API and CMS integrations) and as such, these elements are classified as system fields. You can easily tell if an element is a system field by the lock icon on their left.

Let's discuss the three fields we have in the Text & Files tab next.

Assignment Title

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 an important SEO element.

You have the option to tick the required field option to make this a hard requirement. Enabling this prevents anyone from submitting or approving an assignment unless this field is filled up.

Underneath this 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:

Content Editor

You can add a bunch of default text in the content editor field such as 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 text editor will be pre-filled with whatever text you put in the template.

Files Widget

Lastly, we have the files widget. This is for uploading files that you want to attach to your assignments. This also allows for downloading or deleting said files. Note that you can only access files currently attached to the assignment itself.

Metadata Tab

The metadata tab is the second of the two default tabs. Like the Text & Files tab, all elements in the Metadata tab are system fields.

However, unlike the Text & Files tab, you have the option to enable or disable some or all items in the Metadata tab. You can even disable this entire tab by disabling all fields. When you do that, this tab disappears entirely from the content editor, leaving you with only one tab: Text & Files tan (or that along with your custom tabs, if you have any).

While the Text & Files tab is for the assignment content, the Metadata tab is mostly for SEO elements.

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 in the Metadata tab have the field guideline option. Aside from that all of them 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.

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 Add new tab.

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:

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

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

The new template will automatically have the two default tabs. You can then add custom tabs to your liking.

Template Settings

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.