Using Workspace Templates (Web)

Learn about using templates for the web. Click to play the video.

Templates provide a starting point for customizing common workflows in a workspace. You can take advantage of ready-made templates provided by Bluescape, and rearrange or add assets as needed. They are made up of preset, structured workspace content that can be used and re-used dynamically. Templates are contained in canvases for better organization and find-ability.

You can find explanations for all templates provided by Bluescape in the Templates category. You also can build your own custom templates in a workspace with shapes, notecards, text boxes, and other media to illustrate specific workflows.

Using Workspace Templates (Web)

To add ready-made and custom templates to a canvas:

  1. Enter a workspace on the Web client.

  2. Click the Screen Shot 2021-11-01 at 4.20.45 PM (add content) icon in the toolbar.

  3. The Add content tray opens. Click the Smart Grid option.

  4. The Choose a template pop-up window opens, displaying the ready-made templates available and any custom templates you have created. You can use the search bar to find a specific template by name, or use the Filter and Sorting drop-down menus to further narrow down your options.

  5. Click the template you want to use.

  6. The Place Template pop-up opens, allowing you to create a canvas to contain the template. You can customize the title of the canvas and the color of its border. Click here for a canvas overview.

  7. When you are finished, click Place.

  8. An adjustable frame of the template canvas displays at its recommended size. You have the option to resize the frame as needed.

  9. When you are finished, click Place template. The template displays in the canvas you created.

What templates are you and your team enjoying using? Hit the Reply button, we’d love to know!