Adrian Javier
 · Pun Enthusiast

Viewing and Managing the Template Gallery

Templates are a great option to quickly create new content. You and your team may find it helpful to browse your Template gallery by Level, Types or other filtering options (ex. Last Created, Last Updated, or Alphabetically)

Browse by Level

By default, the Template gallery will display All templates–including Account Level and Organization Level templates. Select the filter dropdown to view:

  • All templates (includes Account templates and Org templates)

  • Account templates

  • Org templates

Browse by Type

By default, the Template gallery will display All types. Select the filter dropdown to select a type. Use the Manage Types option to add, rename, or delete a template type.

Browse by Other

By default, the Template gallery will display Last created templates, which displays the most recently created templates. Select the filter dropdown to select a display option:

  • Last created

  • Last updated

  • Alphabetically A-Z

  • Alphabetically Z-A

Managing Templates

As an Owner or Creator, hover over the template tile to access the additional options menu (•••). You will have options to:

  • Modify the template using the Design option

  • Manage template properties

  • Delete template

  • Toggle integrations