Working with templates

Many people use the Planning module to plan the same event numerous times. For instance you may be planning a Sunday service which follows a similar pattern each week or several sessions of an Alpha or Marriage Course. ChurchSuite makes it easy to create quick plans by using Templates. Creating a Template for a Sunday service enables you to save and reuse the main elements of a Plan and then simply alter the relevant details each week eg adding in different songs, notices and readings.

Creating a template

There are two ways to create a Template. To create a Template from an existing Plan, select Plans on the grey menu bar and then click on the relevant Plan.

You can then use the Add template button to convert the Plan into a Template for ongoing use.

Give your new Template a Name and alter the Time if necessary (to identify the start time of the Template). When you click Save, a new Template will be created, populated with the same items as the Plan you used as its basis.

The second way to create a Template is to select Templates on the grey menu bar and then Add template.

A pop-up screen will enable you to give your Template a Name and a Time. You also have the option at this stage to base your Template on a Plan which you have already created. To do this, select the relevant Plan from the Search Plans dropdown list and click Save.

You can add Items to a Template using the Add template item button.

Adding items to a Template is done in the same way as adding items to a Plan. For more information, see the related article on Creating a Plan. A Changes log at the bottom of the Template screen will detail any changes which are made.

It's also possible to add people to Templates. This is done in the same way as adding people to Plans - see the related support article.

Top Tip!

When Library items (including their linked files) are added to a plan or template, that item and its linked files become independent of the Library for that plan or template, allowing you flexibility to make custom changes to the item on plans and templates without affecting the original Library item. Consequently, adding a file to a plan or template will not also add the file to the item in the Library. Similarly, adding files to Library items will not show those files on existing plans or templates. Therefore, where you are adding new files to ChurchSuite, you will need to add them to the appropriate Library items and to any templates and future plans where that Library item has already been assigned.

Once Templates have been created, you can use the View filter to select Active or Archived Templates. The summary screen has a cogwheel to the right of each Template enabling various actions such as editing, archiving or duplicating the Template for use in another context.

Selecting templates for use

Templates can be selected whenever you create a new Plan - just select Plan from the grey menu bar and Add Plan. You’re then given the opportunity to select from one of your pre-prepared Templates.

After selecting the Template, click Save. This will populate your new Plan with your Template and all related items, saving you time as you plan your services or courses week by week.

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