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Story templates

Offer stories as a starting point that anyone in your organisation can duplicate.

New in Release 5: set or remove a template in Story Settings, duplicate or remove several templates at once, and the Story Type filter. Organisations move to Release 5 on their release weekend, from 9 October.

Not on Release 5 yet? Open the menu at the top left of the story editor and choose Set as a template. To use a template, open the Story Templates tab and click Clone.

Story templates are stories your organisation offers as a starting point. Anyone can duplicate a template and change the copy; the template itself stays the same.

Find a template

On the Stories page, open Story Templates under Company Library in the sidebar. Use search, Setups, story filters and Story Type (Private or Collaborative) to find the right one.

Use a template

  1. Open the template's ⋮ menu, or right-click it, and choose Duplicate.

  2. Choose a title, a destination folder and, if needed, a setup.

  3. Click Duplicate.

The copy is a normal story that belongs to you. It starts as a Draft. See Duplicating stories.

To duplicate several templates at once (new in Release 5), select them and click Duplicate in the action bar. See Selecting multiple items (bulk actions).

Turn a story into a template

  1. Open the story in the Composer.

  2. Click the story title to open Story Settings.

  3. Click Set as a template.

Super Users and Administrators can do this straight away: the story moves from My Stories to Story Templates, where everyone in the organisation can find it.

Request a template

If your role is User, Set as a template sends a request instead:

  1. Under Select admin, choose one or more Super Users or Administrators to approve it.

  2. Click Send request.

They get an email. Until someone approves, the story stays in your My Stories.

Approve or deny a request

If you were asked to approve, the story appears in your Story Templates with the label Waiting for approval. Open its ⋮ menu and choose Preview to look at it, then Approve or Deny.

Update a template

Open the template from Story Templates and edit it like any other story. If you can edit a template, you can also add collaborators to it (see Working together in TSS).

Remove a template

Open the template, click its title and choose Remove from Story Templates. To remove several at once (new in Release 5), select them in Story Templates and click Remove from templates. The story moves back to its creator's My Stories. Nothing is deleted.

Super Users and Administrators can remove any template. The creator and the collaborators can remove their own.

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