Templates allow you to set up a Card exactly how you want it to look, including setting up the tabs, the tab contents, links, images, etc, and save it as a Card Template. This allows you to easily create new Cards with a consistent style, and save yourself lots of time!


Open the Card you want to template.

Click the three dots on the top-right of your Card to open the action menu, and select "Save as Template". 

Give your template a name, or select an existing template to replace it, and click "Save". 

Note: Templates are Category specific. For example, if the Card you created the template from was a "Talent" Card, then you can only use that template when creating Talent Cards. 


You can create multiple templates for any Card Category.


Create a Card using a Template

To create a Card using that template, press the plus icon  on the sidebar menu and select "Card".

Category: Select the Category (ie Location, Talent, Story, Project, Crew, etc) for your new Card. 


Template: If there are templates created for that Category, the Template drop-down menu will appear. Select your desired Template.


Name: Enter a name or title for your Card.


Access: Select who can access the Card (ie only you, everyone in the Project, or members of a specific vault). To learn more about vaults, click here.

Click "Add & Open" or "Add".


Your new Card is created.