Saving and Loading Templates


By Junior Berdahl

updated 7 months ago

Elements and groups of elements can be saved as Templates for later use inside any plan in your account. To do this, first select the group of elements that you want to save by ctrl+clicking (cmd+click for Mac) on the canvas and dragging your cursor over the elements. Then right click anywhere on the canvas and click "Save Template".

These elements can then be loaded into any plan by right clicking on its canvas and selecting "Load Template". Templates that you have saved will show up in the My Templates tab.

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