Recreating the same things over and over would be tedious work. But with templates, you can save time by reusing the same assets in multiple portals.
What are templates in Ahsuite
A template is a page, task, file, or password that you have saved to your My Templates library to reuse multiple times.
You can create a new instance of any of these things from a template. Once created, it is separate and independent from the template used to create it.
Why use templates in Ahsuite
Templates are used to save time and avoid repetition. You can use templates to pre-load your portals with things like:
A welcome page with a video message.
An onboarding task with a new client checklist.
A repository of forms and other documents.
Shared login credentials to third party applications.
Where to find your templates
To access your saved templates, click the profile icon in the top-right corner and select My Templates.
There you will see your templates organized into Pages, Tasks, Passwords, and Files. On that page you can add new templates or edit existing templates.
How to create a template
There are two ways to create a template:
From the My Templates page by clicking "+ Template".
By clicking "Make a Template" on the edit page of a Page, Task, etc.
Once a template is added, you can edit it from your My Templates page. Changing a template will affect all future instances of that template, but it will not retroactively change existing instances created from the template.
How to use a template
When adding a Page or a Task, you have the option to create it from a template. Simply select the template you wish to use, and it will pre-fill the details.
You can then edit the Page or Task without altering the template. The only way to edit the template is from your My Templates page.
How to automatically add templates for new clients
If you select a template from your My Templates page, you will see an option to "automatically add for new clients". If you select that option, then that template will be added automatically to any new client you register or who signs up through your profile.
You can use this feature to include a default welcome video or google form as a Page for all new clients, or to add a setup task, share documents, etc.
Templates and labels
When you create a task label, that label becomes available for all other tasks in that client account. But what if you want to reuse the same labels across all of your clients?
An easy trick is to make a task template with all the labels you want to use. Then by creating a task from that template in any client account, you "import" all those labels into that account.