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Managing and Creating Templates in Stack

Welcome to the enhanced template management feature in Stack's Template Library! This update simplifies the way you manage templates, making it more efficient and user-friendly.

What’s New?​

Direct Template Creation​

You can now create and import templates directly from the Admin screen, streamlining your workflow.

Streamlined Process​

Easily select sub-accounts, preview templates, and rename them all in one place.

Benefits​

Efficiency:
Manage all your templates from a single screen, saving you valuable time.

Simplified Workflow:
Reduce complexity by managing templates without navigating through multiple screens or sub-accounts.

How It Works​

  1. Access the Template Library:
    Go to the Template Library in your Stack account.

  2. Create a New Template:
    Click on the "Create" button located at the top right corner.

  3. Select Details:

    • Choose the sub-account.
    • Select the product.
    • Enter a name for your template.

  4. Preview the Template:
    Click "Continue" to view the template thumbnail. For a full preview, click on the thumbnail to open it in a new screen.

  5. Finalize Your Template:

    • Rename the template if necessary.
    • Click "Create" to complete the process.

  6. Update Template Details:
    Add or update the description and categories for your template.

  7. Publish or Save as Draft:
    Decide whether to publish your template immediately or save it as a draft for later.

With these steps, managing your templates in Stack is now more intuitive and efficient. Enjoy the streamlined process and focus more on what matters most!