Learn how to add, edit, or delete a template to ensure your event setup is efficient and aligns with your requirements. Here's how to manage your templates.
How to add a template from blank event form (see video below):
- In your organization admin dashboard, click on the “Opportunities” tab in and then select “Event Templates” in the dropdown menu.
- This takes you to the Event Templates page. On the top right-hand corner, click the orange button that says “Create Event Template”
- Start off by naming the event template and then fill out all the information for the event in the template and then click on the orange “Create Template” button at the bottom of the page to save it.
Note: You can create templates for your own use or share them with other admins in your organization. Sharing templates promotes fast and consistent event creation, helping to build a strong volunteer system. This way, other admins can step in and manage events if you're ever away!
How to create an event template from blank event form:
How to add a template from an existing event (see video below):
Have you created an event in the past that you'd like to duplicate or turn into a reusable template, so you don’t have to enter the same information repeatedly? You can do both!
Step 1: Under the “Opportunities” tab select “Manage Events”. This will take you to all the events you have in POINT.
Step 2: Select which event you’d like to turn into a template that takes you to the Event’s details. On the right-hand side, click the “Actions” button and then select “Create Template from Event” in the dropdown.
Step 3: A “Create Template from Event” box will appear and you will need to put in a template name and then click on the orange “Create Template” button in the bottom right corner
How to add a template from an existing event:
How to edit a template (see video below):
- In your organization admin dashboard, click on the “Opportunities” tab in and then select “Event Templates” in the dropdown menu.
- This will take you to the Event Templates page, where you can view all the templates you have access to. Find the template you want to edit and click the pencil icon.
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Make the necessary changes and then click "Update Template" to save your edits.
How to edit a template:
How to delete a template (see video below):
- In your organization admin dashboard, click on the “Opportunities” tab in and then select “Event Templates” in the dropdown menu.
- This will take you to the Event Templates page, where you can view all the templates you have access to. Click on the template you want to remove.
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Under "Actions," select "Delete Event Template." A confirmation box will appear asking if you’re sure you want to delete the template.
How to delete a template:
Questions? Email us at support@pointapp.org.