Help & Documentation

A template is a frozen copy of a project structure, not a linked one. Editing a template doesn't change projects already created from it; editing a project created from a template doesn't change the template.

• Ticked by default when you save a template: the gear list (always), camera packages, project requirements, video specs, crew, embedded contacts, the shoot schedule's shape (period count, no dates), auto-gear rules and your project notes.
• Optional, unticked by default: calendar preferences, billing rate rules, budget structure, rental pricing baseline, briefing preferences, camera colours, tab configuration, ATA carnet defaults, document folder structure, checklist definitions, and project details (location, client, contact). Dates, attachments and actuals are never carried.
• Creating a project from a template makes a copy of the template's contents. From that point on the project and the template are independent.
• Editing the template later updates future projects created from it, not past ones.
• Templates count separately from projects against your plan — they don't burn your Free-plan project allowance.

If you've just built a project that worked well, save it as a template before the next similar shoot.

• 'Save As Template' in a project card's '…' menu on All Projects is the quick path: it asks only for a name and copies every section — client, location and contact included.

1. Open the project.
2. In the '⋯ More options' menu in the project header, pick 'Save As Template'.
3. Enter a 'Template name', and optionally a description and 'Tags'.
4. Under 'Sections to include', tick what the template should carry. Each group's switch ticks or unticks all its rows; the gear list is always included.
5. Click 'Save'.

Two places to do this — both end up at the same dialog.

1. Click 'New' on the dashboard, or press Cmd/Ctrl + Alt + N.
2. Select your template from the 'Template library' dropdown, then click 'Create project from template'.
3. The new project is created with the template's name and opens straight away — rename it to something project-specific. (On the Templates page, 'Create project from template' on a template's card does the same.)
4. Fill in the per-project metadata: date, client, location, notes.
5. Everything the template carried — gear list, categories, defaults — is already populated.
6. From here, edit freely. Changes to this project don't touch the template.

All template management happens on the /templates page.

• View all templates as cards, with 'Search templates…', a tag filter, '▸ Preview contents' and a 'Used N×' counter. 'Export all' saves every template as one JSON file; 'Import' reads such a file back.
• Edit — the name, description, and tags are editable inline on the template card. The gear list itself is NOT re-editable once the template is saved; to change it, create a project from the template, adjust the gear, and save that as a new template.
• Duplicate — creates a copy. Use this to make a variant of a template you don't want to overwrite.
• Delete — click 'Delete', then 'Confirm' within three seconds. A toast offers Undo for 10 seconds. Projects created from a deleted template are unaffected (they're independent copies); only the template itself is removed.

Templates are part of your account data, so Cloud Sync covers them the same way it covers projects, devices, and contacts.

• With Cloud Sync on, templates created on one device appear on every signed-in device after the next sync.
• Editing a template on one device propagates to the others.
• Templates are also part of the manual backup (Settings → Backup & Data → Download full backup). The backup file can be imported on another browser to seed templates there.
• Without Cloud Sync, each device's template library is separate.

Patterns that hold up over time vs. those that don't.

• Worth keeping: templates that match a shoot TYPE (interview, ceremony, b-roll day) rather than a specific client or product.
• Worth keeping: short, focused gear lists you actually start every similar project with. Add the project-specific extras after creation.
• Worth keeping: structural templates that establish category names and order, even if the gear lists are small.
• Less useful: templates that try to anticipate every possible accessory. They become noise and slow you down.
• Less useful: templates with very specific brand/model lists that go stale every time your kit changes.