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  • 2. Connecting your Workspace
  • Using Templates in Tables

Using Templates in Tables

You can use Templates to populate new rows added to your Tables with particular content to speed up your workflow.

Take a look at the Video or read through the steps below

Creating a Template #

There are 2 routes to create Templates:

Create a Page and then save it as a Template

Add a Row to your Table and open it up. Select a Page Type

Hover over a Row and Select ‘Open’ to set it up as a Page

Add the Content of your Template into the Page. Once finished, Open the Page Options Menu and Select ‘Save as Template’

This Text Editor Page has had some text added into it. In the Page Options menu (3 dots button in the top right) there is an option to save it as a Template

Or add a new Template from the Select Template window

Add a Row to your Table, and open it up, select Template from the Page Type Options

Page Types you can choose from when adding a Page in a Table

Click the Plus Button at the bottom right of the window to create a New Template.

Template Select Window. Add a Template by using the Plus button in the bottom right

Add content and setup the page for your Template. A banner across the top indicates you’re editing a Template for the Table. Close the Page when you’re done to save the Template

Applying a Template #

Add a New Row to your Table and open up the Row

Rows added to a Table have an additional Page Type Option to choose from: Template

Select Template and then choose from the List to apply the Template to your Page

Editing Templates #

To edit a Template, select Edit in the Select Template window.

Edit Templates using the Edit button next to the Template in the Template Select Window

You’ll enter Edit mode, indicated by a banner across the top of your Page.

Make your changes to the Template and then close out the Page to save them.

In Edit mode, you can also delete a Template in the Page Options Menu.

The Yellow Banner indicates you are editing a Template. You can Delete a Template in Edit Mode by opening the Page Options (3 dot button, top right) and selecting Delete
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Updated on July 12, 2023

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Table of Contents
  • Creating a Template
  • Applying a Template
  • Editing Templates

You're wasting 1 day a week refinding the golden nuggets of info buried in your files and folders. Protolyst is a networked note taking web app where you can collect and organise each individual highlight. So you can get right to the most important information, explore the intersections of ideas and move your projects forward.

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