We'll shortly be launching 'Planning', a better way to plan with your team. We are inviting services to access this new feature before we officially launch it. This article is for services that opt in.
What are planning templates?
A planning template is a pre-populated plan, saved as a 'template' from which you can start a new plan.
When you first start using Planning, you'll see Storypark's set of default templates which you can use, edit or delete, depending on how you plan.
Templates are designed to save you time so don't have to start from a blank slate every time you want to create a plan.
If for example, you have a fortnightly staff meeting at the beginning of each planning cycle, you can simply go to your templates page, and next to your 'Meeting minutes' template tap 'Start plan'. This will begin a new plan based on your Meeting minutes template which you can begin filling out. Give your new plan a name, eg. 'Staff meeting 29 Feb 17' to differentiate it from your other meeting minutes plans, and when you finish your meeting, tap 'Save and exit'. Your new plan will be listed in your Open plans area.
If ever you want to see all your meeting minutes, go to your Open plans or Archived plans and simply filter by your 'Meeting' category. You will then only see those plans on the page. Learn more about ordering and filtering plans.
Find your templates
To find your templates, go to your Planning tab on your service's profile page, and tap on 'Templates'.
Start a plan from a template
Next to any template, tap the Start plan button. A new pre-populated plan will open in a new browser tab that you can begin filling out. This plan will now be listed on your Open plans page.
Edit, rename or delete a template (Admins only)
Next to any template, tap the Edit template button. That template will open up in a new window. You'll see a blue panel above the plan that says You're editing the template '___' and a Rename option. You cannot save Share settings in a template, you will need to choose who you want to share each plan with in the plan itself, not the template.
Edit a template
You can change anything you like in a template, including the category and any headings, children and content within the plan. Once you tap 'Save and exit' those changes will be reflected in the updated template.
Rename a template
Simply tap 'Rename' in the blue panel, and enter a new name when prompted.
Delete a template
If you don't need a template anymore, simply open the template and at the top of the screen tap 'Delete'.
Creating a template
Your planning area will become much more useful once you begin creating your own planning templates.
1. Begin by starting a new plan.
2. Add any headers, children and content that you would like to appear in each new plan you create from this template. We'd recommend starting by keeping it simple and just adding a few headers.
3. Once your template is ready, tap Save template in the menu bar and give your new template a name.
This will take a kind of a snapshot of your plan and then it will be listed on your My templates page.
We'd love to see what kind of templates you create. If you're happy sharing your creations with Storypark, and even the wider community, please get in touch at email@example.com. Of course, any information relating to individuals will be taken out to respect their privacy.