How to save a Canvas page as a template?
Transforming a Jobrock Canvas page into a template can streamline your workflow, allowing you to replicate successful layouts and structures for future use. This article guides you through the process of saving or upgrading a Canvas page to a template.
Step-by-step guide
Follow these simple steps to save/upgrade your Jobrock Canvas page into a reusable template.
Step 1: Access the Canvas dashboard
Navigate to the Canvas dashboard and click on the page name you wish to convert into a template.
Step 2: Select the Save/Upgrade option:
In the top right corner, click on the triple dotted line and select "Save as template".
Step 3: Name your template
Assign a descriptive name to your template for easy identification.
Click "Save/Opslaan" to confirm the action and save your Canvas page as a template.
Step 4: Verify page is added to the template bundle
After you've saved the page as a template, follow these quick steps to verify that the page has been added successfully.
Step 1: Create a new page
Go back to the Canvas dashboard and create a new page.
Step 2: Select a template
Click "Select" in the template box to view all available Canvas templates.
Step 3: Locate your recently added template
Please scroll down and verify if the template has been added correctly.
Note for users without permission
If you encounter a restriction and cannot perform this action, it might be due to your user permissions. In this case, reach out to your Jobrock administrator and request either additional permissions or ask them to upgrade the page to a template on your behalf.
Conclusion
Saving a Canvas page as a template in Jobrock is a straightforward process that can greatly enhance your productivity. Remember to consult your administrator if you face any permission-related hurdles. This feature is designed to help you make the most of the Jobrock Canvas module for efficient and organized page management.