Use a template

Templates are ready-made sections: a frame of cards for a job you do every week, like pacing the month or checking paid media.

Add one

1. Open the sidebar’s “Templates” tab.
2. Drag a template onto the canvas, or click it to add it in view.

It lands as a frame named after the template, and the frame sets the dates for every card inside. Nothing already on the deck moves. Change the frame’s dates and every card follows. See Make and use a frame.

“Needs” tags

A tag like “Needs Klaviyo” or “Needs product costs” means some of the template’s cards wait for that source or for your costs. They still drop in, and each one says what it needs until it’s there. See When a card is waiting or can't show.

Good to know

• Templates only show when they fit your brand. The regions one, for example, only shows for brands in more than one region.
• The sidebar suggests one when data arrives. When an import finishes, the foot of the sidebar offers the template its data fills.
• Undo takes a template out again in one step.

Who can do this

Editors and admins. See Roles: admin, editor, viewer.

Related

• The templates
• Build your weekly KPI deck