Skip to main content

Creating Template Items

Informing users how to create and use Template Items.

Updated over 8 months ago

Template Items are exactly as they sound. They are a predetermined item set up as a template, which is expected to be used across multiple projects and in numerous cases. It allows designers the ability to ensure consistency and input across item creation.

In the below Best Practices, and Video Tutorial, we are going to show you how to create a Template Item in Designer Link 2.0. The bottom of this page also includes Related Articles and Frequently Asked Questions.

VIDEO TUTORIAL:

BEST PRACTICES:

2 Common Ways to Use Template Items

1. Item Requirements

This means in an effort for firms to ensure certain markups, specs, codes, etc. are included, designers will use Template Items as "Guides" for their design teams.

2. Reusable Items

This means that designers have specific items that are used so heavily across projects, with no real differentitation, that they can create one Template Item to reduce input time.

FREQUENTLY ASKED QUESTIONS

  1. How do I use the Template Item for a new Project?

    1. You can clone your Template Item from the Template Item Page to your intended project. You can can also type in the Template Item's name from the drop down when adding a new item.

  2. Can I create a Report for my Template Items?

    1. While you cannot download a report from the Template Item Page, you can create your indiviual items via the Template Item, and download the Product Report.

  3. Can I edit my Template Item?

    1. Yes, when you make any changes to your Template Item, just remember to hit the "Update Template" button.

Did this answer your question?