Need to tweak a checklist, add a missing video, or swap out a file? Whether your template is live or still in draft mode, Abode makes it easy to manage your tasks and resources. Just keep in mind: how you edit depends on whether your template is active or inactive.
š ļø Editing Content Within a Task or Resource: Regardless of Template Status
Navigate to the Templates tab.
Select the template you want to update and click Edit Template.
Click into the task or resource you want to modify and select Edit.
Make your edits and click Submit.
š¦Editing in Active vs. Inactive Templates
š“ Inactive Templates: Full Flexibility
You can freely make any edits before your template goes live.
What You Can Do:
Add or remove tasks and resources
Add or remove individual components within a task or resource
Edit existing component content (text, links, files, videos, surveys, checklists, etc.)
Change task/resource titles
Enable or disable time sensitivity to resources
How To:
Go to the Templates tab ā Edit Template
Click into the relevant task or resource ā Edit Content
Make changes ā Save
š¢ Active Templates: Smart Restrictions
When a template is live and assigned to candidates, some edits are limited to avoid disrupting active experiences.This includes locking surveys, quizzes, and checklists once they become active to ensure data integrity and prevent disruptions during data collection.
What You Can Do:
Add or remove tasks and resources
Add or remove individual components within a task or resource
Edit existing component content (text, links, files, videos, surveys, checklists, etc.)
Change task/resource titles
Enable or disable time sensitivity to resources
Assign dates to new tasks only (in active templates, youāll be prompted to assign a due date and/or an availability date right away, as the content becomes live instantly)
What You Canāt Do:
Reorder tasks or resources (timing is managed instead through the program or cohort dashboard by setting due dates and availability windows)
Modify survey and quiz question options only
Edit live surveys, quizzes, or checklists (these become locked once active to preserve data integrity)
How To:
Go to the Templates tab ā Edit Template
Click into the relevant task or resource ā Edit Content
Make changes ā Save (these go live immediately!)
š Note: Changes in active templates update for live users in real time. Double-check before saving!
š” How to Know If a Template is Active
If a template is currently active, you'll see an ā ļø Active Template warning displayed in the top left corner of your screen while viewing that template.
To see which cohorts or programs the template is assigned to, simply click the warning. A list will appear showing all associated groups - so you know exactly where the template is in use.
