# Create Your Own Personal Template

### **What is a Personal Template?**

A Personal Template is a pre-designed workflow or a set of connected cards that you create and save for future use. It serves as a blueprint, allowing you to quickly reuse effective work structures without having to rebuild them from scratch

### **How to Create Your Own Personal Template**

* You can create a template in two ways: from an existing board or from a blank board

**Method 1: Create a Template from an Existing Board**\
You can turn a completed board into a template for personal use or to share with your team

* **Step 1:** Select the board you want to convert into a template
* **Step 2:** Start creating the template by clicking the dropdown menu at the top-left of the board, then select **“Save as template”**

<figure><img src="https://1709498919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F35XiPgzETMaWCLi81sLh%2Fuploads%2FBb6qFfunJFJh0HwGlNgk%2FAerogram%20Marketing%20Group%20(30).png?alt=media&#x26;token=1fb39e5c-e9ae-4715-8c8f-3800b03b053e" alt=""><figcaption></figcaption></figure>

* **Step 3:** Set Up Your Template\
  Give your template a name, edit the short description, and choose a cover image or use the system default. You will then be taken to a dedicated template editing board, which is a private space accessible only to you as the creator. Here, you can refine the description, review the settings, and prepare the template for publishing

<figure><img src="https://1709498919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F35XiPgzETMaWCLi81sLh%2Fuploads%2F4pNK7NmMJRly1xOruz9Z%2F%E0%B8%A0%E0%B8%B2%E0%B8%9E%E0%B8%96%E0%B9%88%E0%B8%B2%E0%B8%A2%E0%B8%AB%E0%B8%99%E0%B9%89%E0%B8%B2%E0%B8%88%E0%B8%AD%202569-01-16%20%E0%B9%80%E0%B8%A7%E0%B8%A5%E0%B8%B2%2017.19.40.png?alt=media&#x26;token=eb97c9c7-af5b-42d4-a366-8196e74e4bb8" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1709498919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F35XiPgzETMaWCLi81sLh%2Fuploads%2FxnROlehoPQh1m5EEA5sE%2F%E0%B8%A0%E0%B8%B2%E0%B8%9E%E0%B8%96%E0%B9%88%E0%B8%B2%E0%B8%A2%E0%B8%AB%E0%B8%99%E0%B9%89%E0%B8%B2%E0%B8%88%E0%B8%AD%202569-01-16%20%E0%B9%80%E0%B8%A7%E0%B8%A5%E0%B8%B2%2017.20.04.png?alt=media&#x26;token=e2cd7609-794c-4bbc-b984-627be4b563d8" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}

#### Backward Compatibility Note

<mark style="color:$warning;">Editing a template will not affect boards that were created before the changes</mark>

<mark style="color:$warning;">If you update a template, boards created using the previous version will remain unchanged</mark>
{% endhint %}

* **Step 4:** Publish Your Template\
  Once you are satisfied, you can choose to publish the template for personal use or share it with your team

<figure><img src="https://1709498919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F35XiPgzETMaWCLi81sLh%2Fuploads%2FHMF9mT6X2fxusTHpOxGX%2FAerogram%20Marketing%20(44).png?alt=media&#x26;token=71ffb3b9-6861-4f32-a1d0-425445f4f311" alt=""><figcaption></figcaption></figure>

**Method 2: Create a Template from a Blank Board**\
Click the **“Create Template”** button to be taken to a dedicated template creation board, which is a private space accessible only to you as the creator. Here, you can edit the description, review the settings, and prepare the template for publishing

<figure><img src="https://1709498919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F35XiPgzETMaWCLi81sLh%2Fuploads%2F8FTtGXVACwjUTuvQ5m6R%2FGroup%201171276935.png?alt=media&#x26;token=78ba44a7-924a-4edf-a6c1-16888ccf5193" alt=""><figcaption></figcaption></figure>

### **How to Find Your Templates**

From the Home page (for editing): To manage or edit the templates you have created, go to the **“Templates”** section on Aerogram’s Home page. This area displays all of your personal templates, where you can edit or publish them as needed

<figure><img src="https://1709498919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F35XiPgzETMaWCLi81sLh%2Fuploads%2Fnm7pDPJvYmrEZOQVZdlx%2FGroup%201171276937.png?alt=media&#x26;token=301b35d6-4efb-428d-9e56-af51e190b07f" alt=""><figcaption></figcaption></figure>

### **Template Permission Management**

When you create a template, you can control how other users interact with each card by setting **card permissions**. These settings determine what users can see and edit within each card

* **Show All:** Users can view everything in the card (including prompts and outputs) and can edit the content
* **Hide Prompt:** Users can run the card and view the output, but cannot see the original prompt in the card

<figure><img src="https://1709498919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F35XiPgzETMaWCLi81sLh%2Fuploads%2FzrKzHMGhrUX1flxrVdQ1%2FAerogram%20Marketing%20(48).png?alt=media&#x26;token=6e275fc5-751d-465f-aeae-9586e59d77e5" alt=""><figcaption></figcaption></figure>

**Template Viewer:** Users who can view and use the latest version of a template\
**Template Editor:** Users who can edit the template and publish new versions

<figure><img src="https://1709498919-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F35XiPgzETMaWCLi81sLh%2Fuploads%2Ff95jDSdbaR06Dwske0mL%2FAerogram%20Marketing%20(45).png?alt=media&#x26;token=148cc0b1-2518-4f4c-ab5f-6baf94a31214" alt=""><figcaption></figcaption></figure>