Part 10: Saving Your Work as a Template

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Exploring Template Creation in Oviond

In this video, we demonstrate how to create templates in Oviond, allowing you to save time by reusing project setups across different clients. You'll learn how to save your current project as a template, including tips on naming and tagging for easy searchability. We also cover how to use these templates to create new projects and apply them to different clients, ensuring consistency in your reporting.

This tutorial is perfect for those looking to streamline their workflow and improve efficiency.

Step-by-Step Instructions

1. Log in to Your Oviond Account

   • Navigate to Oviond's login page and enter your credentials.

2. Select a Client

   • On the home page, select the client and then the project you want to work with.

3. Save a Project as a Template

   • Click on the more options menu found in the top right-hand corner.

   • Click on 'Save as Template'.

   • Fill in the details and click 'Save Template'.

   • This template is now available to use in any client project.

4. Manage Your Templates

   • Go to Account Settings.

   • Select Manage Templates.

   • View all the templates created in your account, edit their names, or delete them entirely.

5. Using Your Templates

   1. Click 'New Project'

      • Click the 'New Project' button at the top right-hand side of the home page.

   2. Start From Template

      • Click 'From a Template', then click 'Next'.

   3. Select a Template

      • Search for a template or scroll down the list to find the one you need.

   4. Click 'Next'

      • Click 'Next' to proceed.

   5. Name the Project and Choose a Theme

      • Enter a name for your project and choose a theme. Note that these can be edited at a later stage.

   6. Click 'Create Project'

   7. Open and Edit the Project

      • The project will open. Click 'Edit' to begin customizing your project.

Additional Information

• Tip: Regularly update your templates to reflect the latest best practices and changes in your projects.

• Note: You will need to connect data sources to the template when using it on a new or different client.

Summary

By following these steps, you have successfully saved a project as a template and learned how to manage your templates in Oviond. This will help you maintain consistency and efficiency across all client projects.

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