# Templates {#templates}



## Page Overview {#page-overview}



### What the page is for {#what-the-page-is-for}
The Templates page allows you to create and manage reusable survey templates and organize them into categories. Templates help you standardize survey structures across your organization.


### When a user would use it {#when-a-user-would-use-it}
- When you want to create reusable survey templates
- When you need to organize templates into categories
- When you want to edit or delete existing templates
- When you want to manage template categories


## How to Access This Page {#how-to-access-this-page}



### Navigation path from the main app {#navigation-path-from-the-main-app}
1. Log in to the application
2. From the main dashboard, use the sidebar navigation to click on "Templates"
3. Or, directly navigate to `/templates` in your browser


### Permissions or prerequisites {#permissions-or-prerequisites}
- You must be logged in to access this page
- You need appropriate permissions to create, edit, or delete templates and categories
- The action buttons will be disabled if you don't have the required permissions


## Page Layout {#page-layout}



### Header / title {#header--title}
- **Title**: "Templates"
- **Subtitle**: "Create and manage reusable survey templates and categories"
- **Primary button**: Changes based on active tab:
  - When on Templates tab: "Create Template"
  - When on Categories tab: "Create Category"


### Tabs {#tabs}
Two tabs to switch between views:
- **Templates**: Shows all templates grouped by category (with count)
- **Categories**: Shows all template categories (with count)


## Templates Tab {#templates-tab}



### Template List {#template-list}
Templates are displayed grouped by their categories. Each template shows:
- Name
- Description
- Actions menu


### Action menu (per template) {#action-menu-per-template}
Clicking on the three-dot icon (⋮) next to a template opens a menu with:
- **View Details**: Shows template details
- **Edit**: Opens edit template dialog
- **Delete**: Opens delete confirmation dialog


## Categories Tab {#categories-tab}



### Category List {#category-list}
Categories are displayed in a table with these columns:
- Name
- Description
- Number of templates
- Actions


### Action menu (per category) {#action-menu-per-category}
Clicking on the three-dot icon (⋮) next to a category opens a menu with:
- **Edit**: Opens edit category dialog
- **Delete**: Opens delete confirmation dialog


## Step-by-Step Tasks {#step-by-step-tasks}



### Creating a Template {#creating-a-template}
1. Make sure you're on the Templates tab
2. Click the "Create Template" button
3. Fill in the template details:
   a. Enter a name (required)
   b. (Optional) Enter a description
   c. Select a category
4. Click "Create"
5. The template will be added to the list


### Editing a Template {#editing-a-template}
1. Find the template you want to edit
2. Click the three-dot menu icon (⋮)
3. Select "Edit"
4. Update the template details
5. Click "Save Changes"


### Deleting a Template {#deleting-a-template}
1. Find the template you want to delete
2. Click the three-dot menu icon (⋮)
3. Select "Delete"
4. Confirm the deletion in the dialog
5. The template will be removed


### Viewing Template Details {#viewing-template-details}
1. Find the template you want to view
2. Click the three-dot menu icon (⋮)
3. Select "View Details"
4. A dialog will show the template's full details


### Creating a Category {#creating-a-category}
1. Switch to the Categories tab
2. Click the "Create Category" button
3. Fill in the category details:
   a. Enter a name (required)
   b. (Optional) Enter a description
4. Click "Create"
5. The category will be added to the list


### Editing a Category {#editing-a-category}
1. Find the category you want to edit
2. Click the three-dot menu icon (⋮)
3. Select "Edit"
4. Update the category details
5. Click "Save Changes"


### Deleting a Category {#deleting-a-category}
1. Find the category you want to delete
2. Click the three-dot menu icon (⋮)
3. Select "Delete"
4. Confirm the deletion in the dialog
5. The category will be removed


## Field & Button Reference {#field--button-reference}


| Field/Button | What it does | When to use it |
|--------------|--------------|----------------|
| Templates tab | Shows the templates list | When you want to work with survey templates |
| Categories tab | Shows the categories list | When you want to manage template categories |
| Create Template | Opens dialog to create a template | When you want to make a new reusable template |
| Create Category | Opens dialog to create a category | When you want to organize templates into groups |
| View Details | Shows template information | When you want to see more about a template |
| Edit | Edits the template or category | When you want to change details |
| Delete | Removes the template or category | When you no longer need it |


## Tips & Notes {#tips--notes}


- **Use categories to organize**: Categories make it easy to find templates by topic or department
- **Descriptions help others**: Add clear descriptions so your team knows what each template is for
- **Standardize with templates**: Templates ensure consistency across surveys in your organization