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Create and manage templates

Last update: Tue Jan 14 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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Administrators can create templates and save them for others in their login company to use.

People in the login company can use these company templates as described in Use templates.

To create a new template that can be used by people in your login company:

Specify the following information in the Save as template dialog box:

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2
Field	Description
Name	Provide a descriptive name for the template.
Description	Provide a short description for the template that describes its intended uses.
Why use this template	Provide a short explanation to inform people in the organization about how this template could be used. This explanation displays on the template鈥檚 Preview page.
Use cases	Choose any use cases that apply to this template. You can select multiple use cases: Engagement, Conversion, Audience, and Acquisition. The selections you choose determine where the template is displayed and which filters apply for users accessing it from the Organization Templates page.
Tags	Specify any tags that you want to apply to the template. People can filter the list of templates by the tags you add.

For information about how users can create a project based on a template, see Create a project based on a template in Use templates.

Administrators can edit or delete company templates.

In Analysis Workspace, select the Workspace tab, then select login_company_name templates.
If you are viewing templates in a column view :
1. Go to the template that you want to edit or delete, select the info icon next to the template name.
2. Select Preview.
3. Select the More icon, then select Edit or Delete.
If you are viewing templates in a card view :
1. Locate the template that you want to edit or delete.
2. Select the More icon, then select Edit or Delete.
If you are editing a template, make any desired edits, then select Project > Save as template鈥�.

Specify the following information in the Save as template dialog box:

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2
Field	Description
Name	Provide a descriptive name for the template.
Description	Provide a short description for the template that describes its intended uses.
Why use this template	Provide a short explanation to inform people in the organization about how this template could be used. This explanation displays on the template鈥檚 Preview page.
Use cases	Choose any use cases that apply to this template. You can select multiple use cases: Engagement, Conversion, Audience, and Acquisition. The selections you choose determine where the template is displayed and which filters apply for users accessing it from the Organization Templates page.
Tags	Specify any tags that you want to apply to the template. People can filter the list of templates by the tags you add.

Administrators can Rename, tag, and approve company templates.

In Analysis Workspace, select the Workspace tab, then select the Projects tab in the left rail.
Select the filter icon to filter the list of projects.
In the filter rail, select OTHER FILTERS and then select Company templates.

A list of the company templates are displayed. All regular projects, unless they鈥檙e pinned, are not displayed.

Company templates can be identified by the that precedes the template name.
Click the 鈥� elilpsis icon next to a template to view the available options.
Select Rename, Tag, or Approve.

You can also delete a template, or you can delete a template as described in Edit or delete templates.
(Optional) To return to the regular view, in the filter rail, deselect Company templates.