Setting Team Template

Pro and Enterprise users can set a design or visual as a Team template for everyone in the team to use.

Any team member may save their work as a template for other team members to use, so long as he or she is within the same Workspace.

Here's how to save a custom Team Template:

1

On your Dashboard, hover over the visual thumbnail you wish to set as a template. 

2

Click on the File menu (three vertical dots) at the corner of your visual. You'll see the Save Template option:

Image from Gyazo
3

Give your template a name. 

4

The template will then be available from the left panel

Image from Gyazo

Editing Team Template


All team members within the workspace will be able to acess all templates that were saved. To edit a custom template saved on your Workspace, go to Team Templates:

1

Click Edit to create a new visual.

2

Apply your desired changes. All changes will not apply to the original Team Template. A new visual will be saved on the dashboard. 

3

You can save it as a visual, or, as a new template for your Team to access.

4

Give it a distinct name so that you and your team can differentiate between the original and the new template. 

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