Saving and Using a Template

In this article

Product Level Templates

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Saving a Template

  • After navigating to the "Products" section, you will be able to view the created products.
  • On the overflow menu of the product which you want to convert to a template an option to "Save as template" will be visible.
  • A pop-up opens up asking the "Template Name", enter the name from which you want to save the template.
  • Clicking upon the "Create Template" Button will save the template.

Note: Data will be saved only for modules Vision, Document, Persona, Comp. Analysis, User flow, Features, and Wireframe in this template, the rest of the selected modules will be saved as blank.

Using a Template

  • Navigate to the "Products" section
  • Click on the "Create new product" button.
  • This opens a pop-up where all the templates are listed categorised in two sections -
    • Company Templates - Created by users inside a workspace. These are workspace specific, hence a template created by a user in a workspace will not be visible in other workspaces.
    • Zeda Templates - Pre created templates by Zeda.io. These will be constant in all the workspaces.
  • Clicking on the "Use" button will enable you to create a product using the template.

Module Level Templates

https://s3.amazonaws.com/helpscout.net/docs/assets/60d45b4f8556b07a2884922b/images/6166938212c07c18afddcb5a/9.gif

Saving a Template

  • After navigating to a particular "Module", you will be able to view the created entries of that module.
  • On the overflow menu of the list entry which you want to convert to a template an option to "Save as template" will be visible.
  • A pop-up opens up asking the "Template Name", enter the name from which you want to save the template.
  • Clicking upon the "Create Template" Button will save the template.

Note: Save as template option is available only for selected Modules which are - Document, Persona, Comp. Analysis, User Flow & Wireframe

Using a Template

  • Navigate to the "Module" section. For Ex. Persona
  • Click on the "Add new persona" button.
  • This opens a pop-up where all the templates are listed categorised in two sections -
    • Company Templates - Created by users inside a workspace. These are workspace specific, hence a template created by a user in a workspace will not be visible in other workspaces.
    • Zeda Templates - Pre created templates by Zeda.io. These will be constant in all the workspaces.
  • Clicking on the "Use" button will enable you to create a persona using the template.