IN THIS ARTICLE:
Every project in Layer is a fresh canvas to create your very own custom workflows. Or simply start from a "Best Practices" template from our workflow gallery.
There are two types of templates:
Type 1: Layer's pre-built "Best Practice" templates that can be accessed here. These are completely editable once you load them into your Project.
Type 2: Saved Templates created by you or other users from your Company.
Both types of template can be applied at two different levels:
On a Project Level when creating a new project.
On a Category Level within an existing project.
1. Applying a Template to a new Category within an existing project:
If you have already started a project, you can still apply either type of template to the project. Simply do this by adding a new Category, then choosing the desired template.
From within your project, click the + button next to Categories.
You will then be prompted to create a Category from Scratch or Create a Category using a Template.
Choose from Layer's pre-built "Best Practice" templates or your Company's previously saved templates.
Click the Apply Template button.
Apply a Template to a New Category
Smart Tip 🤓
What happens when I apply the same Template more than once to a project?
By applying the same Template more than once - OR - if you have an existing Category whose name matches a Category in the Template you are about to apply/import, then those existing Categories will be overwritten with the new Template Category content.
Also check out our Templates Help Center
Did we miss something?
Not to worry! Just email our support team at firstname.lastname@example.org ✌️