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Template Collection

Abbey Florence
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This feels like a very obvious question, so I apologize if I am overlooking an existing tool. But… is there a way as an Admin to view and manage card templates? I assumed they would be visible in Card Manager or Team Settings, but I don’t see them there. We may want to make bulk changes (like applying tags or reassigning them to a central person). The only way I have found to view templates is when you actually go to create a card (https://help.getguru.com/en/articles/4739966-creating-and-editing-a-template-card). 

 

Thanks!

2 replies

A
  • Anonymous
  • 0 replies
  • June 30, 2022

Hi @Abbey Florence! Currently, the way you update card templates is how you described, you create a card, select the template, and click the edit option. Great point about the potential need for bulk editing card templates - I checked and am not seeing a product feedback post on this yet, so feel free to create one here if you’d like! I’m curious if other folks would find this helpful as well, as I can definitely see the need for something like this.

Abbey Florence
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I created a feedback post - Template Management. Thank you!

Lily Sanders
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  • Lily Sanders
    Lily Sanders

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