What This Screen Does
This is where you browse all your program templates laid out as a visual grid of cards. Think of it like a bulletin board where each card represents either a folder (a group of templates) or an individual template file. Templates are organized into categories, and you can expand or collapse each category, select items in bulk, edit or delete templates, and schedule them for use.
How to Get There
Open the dashboard.
In the left-hand menu, click Program Templates.
You are now on the Program Templates grid view.
Step-by-Step Guide
1. Browse Categories
Templates are grouped into categories. Each category has its own section on the page.
Below each category title you will see a subtitle showing how many files it contains (e.g. “12 files”).
All categories are expanded by default so you can see their contents immediately.
2. Collapse or Expand a Category
Click the arrow icon on the right side of a category header to collapse it.
When collapsed, the icon changes to a downward arrow. Click it again to expand.
Collapsing a category hides its items from view but does not delete or change anything.
3. View Folders
Folders appear as cards with a folder icon.
Each folder card shows:
Element | Description |
Folder icon | A standard folder image so you can tell it apart from files. |
Folder name | The name of the folder, displayed below the icon. |
Program count | A subtitle showing how many programs are inside (e.g. “5 programs”). |
Shared avatars | Small profile pictures of people the folder is shared with. |
Click a folder card to navigate into it. The URL updates to include the folder path (e.g.
/program-templates?path=FolderName).
4. View Template Files
Template files appear as cards with a file-type thumbnail (icon matching the file type).
Each file card shows:
Element | Description |
File thumbnail | An icon representing the file type. |
File name | The name of the template. |
Last modified date | The date and time the template was last changed. |
Shared avatars | Small profile pictures of people the file is shared with (up to 3 shown). |
More options (⋮) | A three-dot menu in the top-right corner of the card. |
Click anywhere on a file card to open it for editing.
5. Use the More Options Menu on a File
Click the ⋮ (three vertical dots) icon in the top-right corner of a file card.
A pop-up menu appears with the following actions:
Action | What It Does |
Edit | Opens the template in the edit screen. |
Schedule | Opens a dialog to plan/schedule the program. Only visible if the template is schedulable. |
Delete | Opens a confirmation dialog asking if you really want to delete the template. |
6. Select Multiple Items
Click on individual items to select them. Selected items are highlighted with a raised card style.
When one or more items are selected, a floating action bar appears at the bottom of the screen.
7. Use the Bulk Action Bar
The action bar shows how many items you have selected (e.g. “3 Items selected”).
It contains a checkbox to select or deselect all items in the current category.
Two action buttons are available:
Button | What It Does |
Delete (red) | Opens a confirmation dialog to delete all selected items at once. |
View | Opens a share/invite dialog for the selected items. |
8. Share or Invite via the Share Dialog
When the share dialog opens, you can enter an email address in the text field.
Click Send Invite to share the selected items with that person.
If there are already shared users, they appear in a list below the email field.
Click Copy link to copy a shareable link to your clipboard (if available).
Click Close to dismiss the dialog.
9. Upload Files
If the upload dialog is triggered, you can:
Drag and drop files into the upload area, or click to browse your computer.
See a list of files you have added.
Click Remove next to any file to take it off the list.
Click Remove all to clear the entire list.
Click Upload to upload the files.
10. Create a New Folder
If the new folder dialog is triggered, you will see a text field labeled Folder name.
Field | Required | What to Enter |
Folder name | Yes | A name for your new folder. Keep it short and descriptive. |
Type the folder name and click Create.
The dialog closes and the folder is added.
11. Delete a Template or Folder
When you click Delete (from the more options menu or the bulk action bar), a confirmation dialog appears.
It asks: “Are you sure want to delete?”
Click the red Delete button to confirm, or close the dialog to cancel.
Once deleted, the item is removed from the grid.
12. Schedule a Program
From the more options menu on a file card, click Schedule (only available for schedulable templates).
A scheduling dialog opens where you can plan when the program should run.
Follow the prompts in the dialog to complete the scheduling.
What Happens Behind the Scenes
Viewing the Grid
You open the Program Templates page
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Data loads: categories with their files and folders
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Grid renders each category as a collapsible section
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Files and folders are displayed as cards within each category
Clicking a File Card
You click a file card
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Router navigates to the edit path for that template
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The template edit screen loads
Clicking a Folder Card
You click a folder card
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System builds the full folder path (including parent folders)
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Router navigates to /program-templates?path=Full/Folder/Path
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The folder contents are displayed
Deleting a Template
You click "Delete" from the more options menu
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Confirmation dialog appears: "Are you sure want to delete?"
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You click the red "Delete" button
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API call: onDeleteItem(file.id)
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Template is removed from the system
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Grid refreshes without the deleted item
Bulk Deleting Items
You select multiple items and click "Delete"
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Confirmation dialog appears
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You confirm the deletion
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API call: onOpenConfirm() triggers deletion for all selected items
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Selected items are removed from the system
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Grid refreshes and the action bar disappears
Troubleshooting
“I do not see any templates on the screen”
Make sure program templates have been created in the system. If no templates exist yet, the grid will be empty.
Check that you are looking at the correct category. Some categories may be collapsed — click the arrow icon to expand them.
If you navigated into a folder, you may be in an empty folder. Go back to the main templates page and try again.
“I cannot find the Schedule option in the menu”
The Schedule option only appears for templates that are marked as schedulable.
If the template’s category is not set as planable, the Schedule option will not show up.
Check with your administrator to make sure the template type supports scheduling.
“I clicked a folder but nothing happened”
The system builds the folder path from the folder’s name and its parent folders. If the folder structure has issues, navigation may fail.
Try refreshing the page and clicking the folder again.
If the problem persists, the folder may have been created with special characters in its name. Contact your administrator.
“I selected items but the action bar is not showing”
The floating action bar only appears when at least one item is selected.
Make sure you are clicking directly on the item cards to select them, not on the background.
Try refreshing the page and selecting items again.
“I deleted a template by accident”
Unfortunately, once you confirm the deletion, the template is removed from the system.
Contact your administrator to see if the data can be restored from a backup.
To avoid accidental deletions in the future, always read the confirmation dialog carefully before clicking the red Delete button.
“The file count shown under a category does not match what I see”
The file count reflects the filtered data. If you have applied a search or filter, the count shows only matching items while the category title stays the same.
Clear any active filters to see all files and an accurate count.
“I tried to share but the Send Invite button is greyed out”
The Send Invite button is disabled until you type an email address in the text field.
Make sure you have entered a valid email address before trying to send.
“The grid looks cramped or items are too small”
The grid automatically adjusts based on your screen size. On small screens you see 1 column, on medium screens 2–3 columns, and on large screens up to 4 columns.
Try making your browser window wider, or zoom out (Ctrl/Cmd + minus) for a broader view.
“I uploaded files but they do not appear in the grid”
After uploading, the page may need to refresh before new files appear.
Make sure the upload completed successfully — you should see the dialog close after clicking Upload.
If files still do not appear, check that they were uploaded to the correct category or folder.