Learn to add project templates to your exclusive Content Library for your clients or Spokes to use
This article discusses adding project/playbook templates to your exclusive Content Library, so your clients/Spokes can access them as needed.
For step-by-step instructions on creating custom projects, head here.
For pushing project/playbook templates directly into Spokes or Spoke templates, head here.
What are project/playbook templates used for?
Project/playbook templates are a great way for you to plan and manage client engagements, while also ensuring best practice and repeatability. They consist of actionable tasks and sub-tasks that can be assigned to advisors and Spoke/client users.
You can predefine projects using project templates for specific types of engagements to ensure repeatability and best practice. These templates can then be accessed by Spokes/clients from your exclusive Content Library, or added to Spoke templates, meaning they will be instantly available when new Spokes are created.
Publishing the template
Once you have created the project/playbook template, Publish it in the Hub.
In the Publish Project Template modal, follow the below steps.
- Toggle on Publish project to your Content Library
- Add a Headline
- Select a category
- Select its tags e.g. Project/Playbook
- Upload an image as the Content Library item thumbnail
- Add a short description, which is displayed while users browse the Content Library
- Add a detailed description, which is displayed when the user clicks into the Content Library item to view more details
- Click Publish
The project/playbook template will be visible in the Content Library for your Spokes.
