Use and manage templates

Goal

Save repeatable post structures, browse them by platform or format, and apply a template when you start a new draft. Templates speed up Create by prefilling caption and structure fields you use often.

When to use this

Use templates when your team posts the same shapes repeatedly:

• Weekly promo layouts with fixed carousel slots
• Platform-specific caption shells your creators fill in each time
• Org-wide starters admins maintain for every brand
• Brand-scoped templates only one client uses

Apply a template when you open Create. Maintain templates when you want to clone, hide, favorite, or edit saved structures without rebuilding from scratch.

Before you begin

Confirm these items:

• You have access to the Create work center
• An active brand is selected in App Home when your workspace has more than one brand
• You have permission to create or edit templates for the brand or organization scope you need

You can open the template browser from App Home, the Command Palette, or from inside the Create modal. No separate slash command is required beyond /social when you search from the palette.

Steps

1. Open the template browser

Pick the entry point that matches where you are working:

From App Home

1. Open Slash Social App Home.
2. Go to Create.
3. Open the Libraries overflow menu.
4. Choose Templates. The template browser modal opens.

From the Command Palette

1. Type /social in any channel and press Enter.
2. Search for Templates.
3. Choose Run to open the browser.

From Create

1. Open the Create modal with /social-create or from App Home.
2. Choose Choose template when you want to start from a saved structure.
3. The browser opens on top of Create so the template can apply to your current draft.

2. Find the right template

Use the browser filters to narrow the list:

• Filter by platform or format when you know the target channel
• Search by template name when you know the label your team uses
• Favorited templates stay easy to find with the favorite toggle

The list refreshes in place when you change filters. Your return context to Create is preserved when you opened the browser from the Create modal.

3. Apply a template to a draft

1. Choose Use on the template row you want.
2. When you opened the browser from Create, the template structure applies to your current draft immediately.
3. When you opened the browser from App Home or the Command Palette, follow the next modal to start or attach a draft.
4. Edit caption, media, and scheduling fields in Create before you save or submit for review.

Required template fields stay enforced. You can change copy and media, but structure fields the template defines remain in place until you edit the template itself.

4. Save a new template from an existing post

1. From a post or draft, choose Save as template.
2. Review the prefilled save modal sourced from that item.
3. Submit to store an organization-wide or brand-specific template depending on the scope you select.

5. Maintain templates in the browser

Use these actions without leaving the browser modal:

Submit the edit modal to update the template while preserving required template fields.

Success criteria

You finished this workflow when:

• The browser list refreshes after clone, hide, or favorite actions
• An applied template fills caption and structure fields in Create
• A saved template appears in the browser on the scope you chose (org or brand)
• Edits persist after you submit the edit modal and reopen the browser

Downstream saves can land in draft saved, queued, or pending approval once you complete Create.

Troubleshooting

Related docs

• Create and schedule a post
• Save and reuse library content