Step templates

Step templates let you save a step’s layout and content so you can reuse it later. When you find yourself building the same kind of step repeatedly, templates save you the work of recreating it from scratch.

Templates are shared across your organization. Anyone on your team can use templates that others have saved.

How templates work

A template captures everything in a step: the layout, components, text, images, and settings. When you apply a template to a step, it copies all that content into the step. The copy is independent of the original, so changes you make afterward won’t affect the template or other steps that used it.

Each component gets a new unique ID when applied. This prevents conflicts if you use the same template multiple times in a lesson.

Saving a step as a template

1. In the step list, hover over the step you want to save.
2. Click the menu button (three dots) and select “Save as Template.”
3. Give your template a name. Pick something descriptive so others can find it, like “Quiz with image header” or “Two-column comparison.”
4. Add a description if you want. This helps teammates understand when to use it.
5. Click Save.

The template now appears in the template browser for everyone in your organization.

Applying a template to a step

1. Hover over the step you want to change.
2. Click the menu button and select “Apply Template.”
3. Browse or search for the template you want.
4. Click on a template to see a preview.
5. Click “Apply Template” to copy its content into your step.

Applying a template replaces the step’s current content. If the step already has content you want to keep, duplicate the step first.

Example: Quiz step template

Say your organization creates a lot of lessons with quizzes that follow the same format: an image at the top, a question below it, and four answer choices. Rather than building this layout every time, you can template it.

Build one quiz step the way you want it. Include placeholder text like “Question goes here” and “Option A” for the choices. Save it as a template called “Standard quiz with image.”

Next time you need this format, apply the template and replace the placeholders with your actual content. You keep the layout work you already did.

Example: Welcome step template

Many lessons start with a similar structure: a title, an intro paragraph, and a learning objectives list. Create a template for this.

Build a step with your standard welcome layout. Add placeholder text like “[Lesson title]” and “By the end of this lesson, you will be able to…” Save it as “Lesson welcome step.”

When starting a new lesson, apply this template to your first step. Fill in the specifics. You get a consistent look across lessons without rebuilding the structure each time.

Using templates with AI

The AI assistant knows about your templates. You can ask it to apply templates when generating content.

In the lesson chat, try:

• “Apply the quiz template to step 3”
• “What templates do I have available?”
• “Create a new step using the vocabulary drill template”

In step generation mode, the AI can also apply templates as part of building out a step. If you describe what you want and a template matches, mention it: “Use the two-column layout template.”

Tips

Name templates clearly. “Quiz v2 final” doesn’t help anyone. “Multiple choice quiz with feedback” does.

Keep templates focused. A template that tries to handle every scenario becomes hard to customize. Make separate templates for different use cases.

Update by replacing. Templates can’t be edited after creation. To update one, save a new version with the same name and delete the old one.

Check the preview. Before applying, look at the preview panel. Make sure the template has what you expect.

Deleting templates

Any team member can delete templates. In the template browser, click the trash icon next to the template name.

If you’re deleting a template someone else created, you’ll see a warning. The deletion is permanent, so make sure no one else is relying on it.