Welcome to the comprehensive guide on navigating and utilizing templates. This article will walk you through each step, ensuring you can efficiently access and make the most of the available templates.
Accessing the Page
Click on Templates on the left side menu found towards the top.
Understanding the Layout
Left Sidebar
The left sidebar is your primary navigation tool for exploring various templates. It includes:
- Templates:
- All: Lists all available templates.
- Recommended: Displays a curated list of recommended templates.
- Roles:
- Categories include:
- Content Creation
- Customer Service
- Data Analytics
- Design
- Finance
- Human Resources
- Marketing
- Product Management
- Project Management
- Research & Development
- Sales
Main Section
This section displays detailed information about selected templates based on category or role. Each template card provides:
- Template Name and Description.
- Key Inputs required for using the template.
- Key Outputs generated by using the template.
Searching for Templates
To find specific templates quickly:
1. Use the Search Bar at the top of the left sidebar.
2. Enter relevant keywords related to the template you're looking for.
Browsing Templates by Category or Role
Viewing All Templates:
- Click on "All" under "Templates" in the left sidebar to view a comprehensive list of all available templates.
Viewing Recommended Templates:
- Click on "Recommended" under "Templates" to see a selection of curated recommendations.
Viewing Templates by Role:
- Select a role from under "Roles" in the left sidebar, such as Content Creation, Customer Service, etc., to view templates tailored for that specific role.
Navigating Through Template Lists
1. After selecting your "Role", you will see relevant templates.
2. To view more details about each template, read through their descriptions provided in each card.
Exploring More Templates within a Category or Role
If there are multiple pages of templates within a category or role, use navigation controls at the bottom right corner of each section:
- Click on `>` to move to next set of templates.
- Click on `<` to go back to previous set of templates.
- Click on `See All` to view all items within that category or role.
