How do I create a Tab Template?

CONTENTS

• Create a new Tab Template
• Edit an existing Tab Template

You can set up a tab exactly how you want it, and then save it as a template to use again and again!

For example, you may have created a great tab for recording wardrobe measurements, or for booking flights that you'd like to use again.

Tab templates are not Category specific, so you can use them to create a consistent look across a variety of different Card types (ie Talent, Applicants, Crew). 

Create a new Tab Template

Add a Tab to a Card and set it up exactly how you want it.

Then click the three dots in the tab header to open the action menu.

Click "Save as Template".

Select "Create a new Template".

Enter a relevant name for your template.

Click "Save".

Your Tab template has been created and is ready to use!

Edit an existing Tab Template

If you want to update (overwrite) an existing template, rather than create a new one, select "Update existing Template". 

Select the template you want to overwrite from the drop-down menu. 

Click "Replace".  

To create a new tab from your Template see "How do I create a new Tab using a Template?".