Template card group
Articles in this collection
- What are the differences between a template itinerary, template card and template card group?
There are three types of templates:template itinerariestemplate cardstemplate groupsThe primary purpose of template itineraries and template cards is to save you time!1. Template itinerariesTemplate itineraries are itineraries you can create, copy...
- Create a template card group
If you wish to create a day consisting of multiple template cards, you can create a template card group. The template card group can be copied and added to itineraries.Head to the 'Templates' section and then click the 'Card Groups' tab.Click...
- Edit a template card group in your template card group database
To edit a template card group in your database:Head to the 'Templates' section and then click the 'Card Groups' tab.Click the 'Edit' button against the relevant card group and make the changes.To remove a template card within the template card...
- Add a template card group to a template itinerary or trip itinerary
To add a template card group (from your template card group database) to a template itinerary or trip itinerary, follow the steps below.Go to the relevant template itinerary or trip itinerary.Click '+ New Card' on the chosen day on either Card View...
- Delete a template card group in your template card group database
To delete a template card group in your database:Head to the 'Templates' section and then click the 'Cards Groups' tab.Click the template card group you want to delete.Click the red trash can icon.