Plan Templates

Create templates that include people, notes, and items and edit them to keep them updated. Then add the template to new or existing plans. You can also delete them if you plan to never use them again.

Create Template

From the Plans tab, click templates at the bottom of your Service Type.

Click on Templates

To create your template, click create a new template.

To edit a template, click the pencil next to the template name.

Click on 'create a new template'

Enter the name of the template and click Accept to begin editing your template.

Enter the name of the template

Make sure to choose a name that will define when to use your template!

Edit Template

The template looks the same as when you enter a plan. You can do lots of things on this page and then add it to a plan.

  1. If you have people who volunteer in the same position most weeks, you can cut back on redundancy by scheduling people or adding needed positions to make scheduling easier.
  2. Plan notes pertain to the whole plan, so if you want a note to carry over each week, add it to your template.
  3. Edit the name of your template.
  4. Import information from another template or plan.
  5. Export this template and save it as a new template or a new plan, even in another Service Type.
  6. Add a header, item, media, or song by hovering over add an item.

Times don't live in any templates. They come from the frequency of your Service Type and the last known Plan Times. When you create a new plan, it takes the times from your last known plan and replicates it according to the frequency.

Once you've finished editing your template, you can add it to a plan!

Delete Template

From the Plans tab, click templates at the bottom of your Service Type.

Click on Templates

Delete a template by clicking the red minus sign.

Click on 'create a new template'

Templates cannot be recovered once they're deleted; however, you could export a plan where you used the template in order to get some of the information back!

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