Templates

Templates

Save, share, and reuse gear list configurations

Overview

Templates let you save a gear list configuration as a reusable blueprint. Instead of recreating the same equipment setup for every production, save it once as a template and apply it to new projects instantly.

Requirements

Functional Requirements

Non-Functional Requirements

Data Requirements

• Required fields: Template name (string, non-empty)
• Optional fields: Description, metadata
• Persistence: IndexedDB → cloud sync
• Content: Snapshot of categories array with nested items

Constraints & Limits

[!IMPORTANT] Templates is a Pro feature. Free-tier users cannot access the Templates page, create templates from the project card menu, or save templates from the workspace. An upgrade prompt is shown when attempting these actions.

• Free tier: one template, not zero — FREE_TEMPLATE_LIMIT = 1, enforced as templateCount < FREE_TEMPLATE_LIMIT, so the upgrade prompt appears when you try to save a second. The constant's own comment says why: the free seat exists "so the upgrade prompt has context". Pro tier: unlimited. This page said "No access (paywall enforced)" until 2026-09-07.
• Template size limited by underlying project data structure (no explicit byte cap)

Offline Behavior

• Fully available offline — create, apply, edit, delete all work without network
• Template changes sync to cloud when connectivity is restored

Dependencies

• Requires: Projects (REQ-PRJ-001) — templates are derived from projects
• Required by: Projects — new project creation from template

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Creating a Template

From an Existing Project

1. Open a project workspace
2. Click the ⋯ (More options) menu in the project header → Save As Template
3. Enter a template name, an optional description and tags
4. Tick the sections to include — the groups cascade to their rows, and locked rows always travel
5. Click Save Template

The template captures:

• All categories and their items
• Item quantities, notes, and attributes
• Category order and structure

From Scratch

1. Open the Dashboard and click View Templates
2. Click Create Template
3. Add categories and items manually
4. Save the template

Applying a Template

To a New Project

1. From the Dashboard, click New Project
2. In the project creation form, select Use Template
3. Choose a template from the list
4. The new project is pre-populated with the template's gear list

To an Existing Project

1. Open a project workspace
2. Click ⋮ (More) menu → Apply Template
3. Choose a template
4. Select whether to Replace or Merge with existing items

Managing Templates

Viewing Templates

Click View Templates on the Dashboard to see all saved templates. Each card shows:

• Template name and description
• Number of categories and items
• Last modified date

Editing a Template

1. Click a template card to open it
2. Modify categories, items, or metadata
3. Click Save

Duplicating a Template

Click the ⋮ (More) menu on a template card → Duplicate to create a copy you can modify independently.

Deleting a Template

Click the ⋮ (More) menu → Delete. A confirmation dialog prevents accidental removal.

Common Template Examples

Cloud Sync

Templates sync to the cloud alongside projects and contacts. Changes to templates are tracked and synchronized across devices.

Tips

1. Start generic: Create broad templates (e.g., "Documentary Base Kit") and customize per project
2. Version your templates: Duplicate and rename when making significant changes (e.g., "Narrative v2")
3. Use merge mode: When applying to existing projects, merge mode preserves work already done
4. Keep descriptions: Add notes about when and why to use each template

Related Documentation

• User Guide — Templates
• Device Library
• Quick Start

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Last Updated: 2026-09-07 Version: 0.790.2