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 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. The first is to create a Template from an existing Plan.
Working from a Plan's "View" page, hover over More and click Add template.
On the Add template popup, give your new Template a Name and alter the Time if necessary (to identify the start time of the Template). The plan's Notes categories and any associated notes will also be retained in the template but you can optionally add or remove note Categories if you wish, just retaining those needed on the template. When you click Save, a new Template will be added, populated with the same items as the original Plan.
The second method is to create a new Template. Working within the Templates section of the module, click Add template.
On the Add template pop up, give the new Template a suitable Name and set the start Time. You can also add Note Categories to the template. For example, you might wish to add notes against certain items on the template for your Tech team or Visuals team, so you could add Categories for "Tech Team" and "Visuals Team", which you can later populate with tech-specific or visuals-specific notes against any of the items added on the template (or on any plans derived from the template in the future). You can also edit your template later to add/change note categories if you wish. Click Save to add the new template.
The newly-added template's "View" page is displayed. Click Add template item. Just as with adding items to Plans, begin to populate your template by adding plan items and/or library items. For more information, see the related article called "Adding a Plan".
It's also possible to add people and files to Templates. This is done in the same way as adding people and files to Plans - see the related support article called "Adding people to plans" and "Adding files to plans". Continue adding template items - perhaps representing the broad headings you need. Later, when creating plans from the template you'll likely add further plan items representing the plan-specific detail. For example, you might add a template item for "Worship set", but later, when creating plans from the template, you'll add the plan-specific songs.
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 Templates section has an Action menu to the right of each Template for editing, archiving, deleting or duplicating.
Selecting templates for use
Now, when adding a new Plan, you'll be able to select a Template upon which the plan will be based.