Event Outline Templates

If you have an Event Outline format that you use over and over, you can create a template that allows you to easily apply that format to new outlines across events without starting from the beginning each time. For example, you could create a template for various event types such as different sporting event types, an orchestra event versus a musical, and so on.

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In this article:

• Create a Template
• Copy a Template
• Edit a Template
• Use a Template

Create a Template

To create an event outline template:

1. Open an existing event outline in Edit mode, or create a new outline and begin to build your template. 
2. In the three dot menu in the outline header or the Templates tab in the right sidebar, select + Save as New Template. A modal opens.
3. Name the template and add a description (optional).
4. Click Save. Your template is listed in the Templates tab in the right sidebar.

Copy a Template

If you want to create a template that is similar to an existing one, you can duplicate the existing one and then update the copy as needed. To duplicate a template:

1. In the Templates tab in the right sidebar, click the three dot menu by the template to duplicate and select Duplicate. A modal opens.
2. Name the template and add a description (optional).
3. Click Save. Your template is listed in the Templates tab. 

Edit a Template

To edit an event outline template:

1. From any event dashboard, click the arrow by Event Outlines to go to the Event Outlines page.
2. Go to the Templates tab in the right sidebar.
3. Click the three dot menu and select Edit. The template will open in the editor in template mode.
4. Make any necessary changes. Your work will auto-save.
5. When you are finished editing, click Exit template mode. 

Use a Template

To use a template:

1. Navigate to the event's Event Dashboard and click the arrow by Event Outlines. The Event Outlines page opens.
2. In the left sidebar, click + Add New or select an existing outline. Templates can be added to existing outlines; they will be appended to the end any existing content in the outline.
3. Go to the Templates tab in the right sidebar and click the template you want to use. 
4. In the confirmation pop-up, click Yes, apply template. The template content will be added to the event outline. Any content you had added to the outline will also be retained.