Target templates are a great way to save some time by applying multiple targets in just a few clicks.

In this article, you'll learn how to create target templates and use them when creating targets.

Creating target templates

The targets homepage showing users targets. There is a red arrow pointing out the 'Manage target templates' button in the action bar

If you don't have any existing templates, you can create one by clicking the Manage target templates option.

💡Tip

You can also create a template from the 'create target' page. Just click the 'create template' button.

Assigning targets from a target template

The create target page which is part of the target creation flow. The image shows the 'Use template' button pointed to by a red arrow

1) On the Target page, click the + Add Target button in the top right.

2) Click Use Template.

A modal showing a target template selected with a checkbox

3) Tick the checkboxes next to the templates you would like to use. When you've selected all the templates you need, click Use template.

4) The targets in your templates will be imported into the create table.

💡Tip

Users and time periods are not saved in a target template. You can update multiple rows at the same time from the multi-select menu that appears when you select one or more rows in the 'create' table.