Idea templates help prepare ideas that are similar in context and strategy. 

An overview of what this article contains:

• Creating idea templates

• Working with idea templates

  Applying a template to new ideas

  Applying a template to existing ideas

• Editing and deleting idea templates

Creating Idea Templates

1. Create a new idea or open an existing idea that should be transformed into a template.

   

2. Scroll to the Save button and click the arrow to the right of it.

   

3. Select the Save and create new template option from the dropdown menu.

   

4. A popup opens. Here, you can assign a template title (mandatory), a template description (optional), and a template category (optional).

   
   Note: If the use of the external portal is included in your package, you will see a checkbox in the popup below the three fields where the template for the external portal can be activated.

5. Close the popup with a click on the Save button.

   

If you need to make changes to a template, follow the steps in this guide.

Working With Idea Templates

After you create a template, you can use it as a template for idea creation. You have two options here:

1. Apply templates to new ideas

2. Apply templates to an existing idea

1. Apply an idea template to a new idea

1. In the Ideas module, open the All Ideas section and click the pink plus button. Select Create Idea with Template from the dropdown menu.

   
   or
   In the Ideas module, open the Templates section, navigate to the desired template, and select Create Idea with Template from the three-dot menu.
   

2. A new idea opens, in which the information of the template has been transferred.

   

3. Customize the newly created idea, then click the Save button.

2. Apply an idea template to an existing idea

1. In the Ideas module, open the idea to which you want to apply a template. In the three-dot menu at the top right, select Apply a Template.

   

2. A popup opens where all existing idea templates are visible. Select the desired template by clicking on it.

   

3. Confirm the template selection by clicking the Apply Template button at the bottom right of the popup.

   

4. Another popup opens where you have to confirm that already entered information will be overwritten with the application of the template. Click Apply here.

   

5. The popups close automatically. All the information in the idea template has thus been transferred to your idea.

Edit or Delete Idea Templates

Idea templates can be updated or deleted as needed. To do this, proceed as follows:

1. Open the Templates section in the Ideas module.

   

   Info: You can find the Templates section in both views of the Ideas module.

2. Open the desired template by clicking on its title or via the three-point menu Edit.

   

3. Make all changes and press Save or Delete if the template is no longer needed.