Create An Initiative Template

1. From the left navigation menu select Initiative Types & Templates.
2. Select the Initiative Templates tab.



3. Select the Create New Template option.
4. (Optional) In the Template Title field, enter the initiative template title.



5. Click the downward arrow next to the content type to open the drop-down menu displaying all the available initiative templates. Select a content type from the drop-down menu to replace the default selection.

6. To change the number of assets created when you apply the template, select the default value of 1 and replace it with the desired value.

7. Enter the desired placeholder title in the field displaying "Add a placeholder title".

8. Click Add Content and repeat steps 5–7 to add more content assets to the Initiative Template.

9. To delete an asset type from the initiative template, click the icon.
10. Click Save Changes to save the template.

11. To cancel the creation of an Initiative Template, click Cancel or the X icon.

12. To view the detailed information of the initiative template select the View All option at the bottom of the thumbnail. An expanded view of the initiative template will display.
13. To delete an initiative template select the icon on the bottom of the thumbnail.
14. To copy an initiative template click the icon on the bottom of the thumbnail.
15. To edit an initiative template click the icon on the bottom of the thumbnail.