How to use the Templates tab in your admin dashboard
As an administrator, you can access your organization's templates directly from your Wooclap account. The Templates tab shows every event shared as a template, so you can see who created it, when it was last edited, how often it's been used, and remove any that are no longer relevant.
🔒 All plan administrators have access to this tab. If you don't see the Organisation tab in your account, contact your dedicated CSM to request access.
Access the Templates tab
First, log in to your Wooclap account.
Then, click on the Organisation tab in the top left of your screen, and select Templates.
What is a template?
As a reminder, a template is an event shared by a user with all the members of their institution, to be used as a starting point for new Wooclap events. Templates can be, for example:
Benchmark events for a training, shared by the pedagogical team that designed it
Events shared by users so colleagues can draw on their practices
Or simply events your team uses often
Learn more in How do organizational templates work?
View and manage shared templates
From this section of the dashboard, you can:
View the list of templates shared in your organization
See the name of the owner and the date and time of the last edit
See how many times a template has been imported
Remove a template from the list
Note: removing a Wooclap event from the list of templates only removes its template status. It doesn't delete the event itself. It stays available on the account of the person who created it.
Preview and feature a template
Two columns let you preview 👁️ a template or feature ⭐ it. Featuring one or more templates highlights them at the top of your organization's template page.
Create categories to filter templates
You can create several template categories. Admins create the categories, and when users publish a template, they can assign it to one or more categories to help colleagues find it in the Template Gallery.
💡 Tip: Keep to 10 to 15 categories at most, so the categorization stays clear and easy to use.
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