the new template management system is worse than the original version.

Richard B. · 2024-10-25 09:27:53.183887+00

Can someone explain me why you changed the template management approach that way? I found it better before...

the new template management system is worse than the original version. | Clay

15 comments

· Sorted by Oldest

Tanvi R.
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Hey there, thanks for reaching out! Could you share more information about what problems you are encountering with the new template system and how it's impacting your workflow?Understanding this might help us offer the best solution for your needs! Feel free to share more details.
Richard B.
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it seems you put together personal and public templates in one folder. The means no quick access to my templates anymore and increased clutter. Why did you do it?
Daniela D.
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Hey Richard, Thanks for the reply! Sorry about this. Just to confirm, Is this for the AI template section or the template section in the enrichment tab? If you can share a screenshot, we'll pass that along to the product team to look into.
Richard B.
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yes, sorry: the AI templates...maybe the product team can explain why they changed it?
Daniela D.
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Thanks for confirming! I ran a check and noticed this seems to happen when there are no custom templates saved in the workspace. If a template is saved, it creates a filter called "my templates" (see screenshot below) where any new templates you create will be added to. If you can share your table/workspace url and the name of a custom template you created that isn't showing in this section, I'm happy to troubleshoot that. https://downloads.intercomcdn.com/i/o/w28k1kwz/1229167459/3e7718c5d70e3d6ea21626f4cd1c/CleanShot+2024-10-25+at+18_17_13%402x.png?expires=1729878300&signature=dd2848c05c9e17854efa7a2751c43fc3af644028a44e8669b2905deb012c96d2&req=dSIlH8h4moVaUPMW1HO4zXi0PyN%2BUQHQpdYF1aLdoFt9rDJ5WL7FZgtrTC79%0AbQgu%0A
Richard B.
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I had around 50 templates for 6 months under "my templates" before you made changes (recently)
Daniela D.
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Hey Richard! Thanks for the reply. I've escalated this over to our engineering team and we'll let you know as soon as we know more! Really sorry for the inconvenience.
Bo (.
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Hey, thanks for reaching out - We're currently working on a new UI for this and it should be present soon, but for the meantime, we'll close this! Thank you for flagging this up :)
Channeled
APP
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Hi Richard B.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Richard B.
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uhh, is this it? not a good experience....
Channeled
APP
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Thank you so much for sharing your feedback Richard B.!
Daniela D.
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Hey Richard. Really sorry about this. For context, the team is working on updates to the UI that will make it easier to browse/filter templates in your workspace. In the meantime, a workaround is to save a new custom template in the AI column—this will automatically move any custom templates to "My Templates." I made a quick recording to show how it works: https://share.cleanshot.com/dtdn0nrd We'll keep you posted about those changes in the coming weeks. Apologies for the inconvenience🙏🏽.
Daniela D.
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Hey Richard! Hope you're doing great. Circling back with an update. The team recently made some changes to the Templates section to make it easier to see your templates in a separate view. I made a quick recording below showing how to check this. You should see any templates you created added to that section and any previously saved templates will also be visible there. Let me know if you have any questions! https://downloads.intercomcdn.com/i/o/w28k1kwz/1334057080/82923677f7134121b896781dfac3/CleanShot+2025-01-14+at+10_52_37.gif?expires=1736850600&signature=0ea4b8abd6c16b16a10217b66d2cbacd892366d79af6faa1c93ce2652b4ef002&req=dSMkEsl7moFXWfMW1HO4zRE7c0znHg1Q2ILoCz5aLBB7Hfc99iCSFB68C5tl%0AFhAn%0A
Richard B.
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Daniela D. great effort! Thx for coming back to me🥰
Daniela D.
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Happy to help! ✨

Tanvi R.
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·
Hey there, thanks for reaching out! Could you share more information about what problems you are encountering with the new template system and how it's impacting your workflow?Understanding this might help us offer the best solution for your needs! Feel free to share more details.
Richard B.
·
·
it seems you put together personal and public templates in one folder. The means no quick access to my templates anymore and increased clutter. Why did you do it?
Daniela D.
·
·
Hey Richard, Thanks for the reply! Sorry about this. Just to confirm, Is this for the AI template section or the template section in the enrichment tab? If you can share a screenshot, we'll pass that along to the product team to look into.
Richard B.
·
·
yes, sorry: the AI templates...maybe the product team can explain why they changed it?
Daniela D.
·
·
Thanks for confirming! I ran a check and noticed this seems to happen when there are no custom templates saved in the workspace. If a template is saved, it creates a filter called "my templates" (see screenshot below) where any new templates you create will be added to. If you can share your table/workspace url and the name of a custom template you created that isn't showing in this section, I'm happy to troubleshoot that. https://downloads.intercomcdn.com/i/o/w28k1kwz/1229167459/3e7718c5d70e3d6ea21626f4cd1c/CleanShot+2024-10-25+at+18_17_13%402x.png?expires=1729878300&signature=dd2848c05c9e17854efa7a2751c43fc3af644028a44e8669b2905deb012c96d2&req=dSIlH8h4moVaUPMW1HO4zXi0PyN%2BUQHQpdYF1aLdoFt9rDJ5WL7FZgtrTC79%0AbQgu%0A
Richard B.
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I had around 50 templates for 6 months under "my templates" before you made changes (recently)
Daniela D.
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·
Hey Richard! Thanks for the reply. I've escalated this over to our engineering team and we'll let you know as soon as we know more! Really sorry for the inconvenience.
Bo (.
·
·
Hey, thanks for reaching out - We're currently working on a new UI for this and it should be present soon, but for the meantime, we'll close this! Thank you for flagging this up :)
Channeled
APP
·
·
Hi Richard B.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Richard B.
·
·
uhh, is this it? not a good experience....
Channeled
APP
·
·
Thank you so much for sharing your feedback Richard B.!
Daniela D.
·
·
Hey Richard. Really sorry about this. For context, the team is working on updates to the UI that will make it easier to browse/filter templates in your workspace. In the meantime, a workaround is to save a new custom template in the AI column—this will automatically move any custom templates to "My Templates." I made a quick recording to show how it works: https://share.cleanshot.com/dtdn0nrd We'll keep you posted about those changes in the coming weeks. Apologies for the inconvenience🙏🏽.
Daniela D.
·
·
Hey Richard! Hope you're doing great. Circling back with an update. The team recently made some changes to the Templates section to make it easier to see your templates in a separate view. I made a quick recording below showing how to check this. You should see any templates you created added to that section and any previously saved templates will also be visible there. Let me know if you have any questions! https://downloads.intercomcdn.com/i/o/w28k1kwz/1334057080/82923677f7134121b896781dfac3/CleanShot+2025-01-14+at+10_52_37.gif?expires=1736850600&signature=0ea4b8abd6c16b16a10217b66d2cbacd892366d79af6faa1c93ce2652b4ef002&req=dSMkEsl7moFXWfMW1HO4zRE7c0znHg1Q2ILoCz5aLBB7Hfc99iCSFB68C5tl%0AFhAn%0A
Richard B.
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Daniela D. great effort! Thx for coming back to me🥰
Daniela D.
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·
Happy to help! ✨