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A Planner template holds reusable defaults for an initiative, such as a QBR preparation or a security assessment. This guide is for MSP staff. Company users never see the template catalog. They see only the items created from it. A Planner template is different from a ticket template and from the text snippets you insert with Add Template in a notes box.

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Before you start

  • You need Manage Planner. Templates appears in Planner Menu only with that permission.
  • Templates are shared across all your MSP’s companies. They have no company, due date, assignee, relationships, custom field values or Uploads. Set those on the real item.

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Create a template

1

Open Templates

Choose Planner Menu > Templates.
2

Click New Template

New Template is in the page header.
3

Name it

Click the title and type a clear name for the reusable plan.
4

Set the defaults

Choose Status, Type and Business Value. A new template starts at Not Started and Medium. Your MSP’s Planner types supply the Type list.
5

Enter estimates

Fill in Est. Hours, the Qty and Costs rows and Probability of Success. A template can have up to 20 cost rows. Keep one-time, monthly and annual rows separate.
6

Write the content

Add a Description, public Notes and Private Notes (Internal Only).
7

Set compliance auto-link and visibility

Pick Compliance auto-link checks if you want them, and review Hide from company users at the bottom. See the sections below.
8

Click Save

Reopen the template to check the stored defaults.
Templates keep each cost row’s quantity, unit amount and recurrence. A template with 3 at 200 monthly still applies as 3 at 200 monthly. Private Notes are MSP-wide internal notes, not author-only. Keep company-specific confidential details out of reusable content.

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Set the visibility default

Hide from company users stores a visibility default for the items you create from this template. A new template starts with the box unchecked. It does not give company users access to the template catalog. When you apply a template, the Hide from company users field choice means “copy the template’s visibility setting”. It does not always hide the item. See Apply a template to a Planner item.
1

Open Compliance auto-link

In the template editor, click the Compliance auto-link box.
2

Pick the checks

Choose the compliance checks whose company assignments should be linked when you apply the template.
Compliance auto-link picker and explanation in the Planner template editor.

Select checks whose existing company assignments should be linked.

3

Click Save

The setting stores the checks, not any company’s findings.
When you apply the template, Planner links the newest matching assignment for each check in the target company. A company with no matching assignment gets no link for that check. Auto-link does not create an assignment or mark a check compliant.

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Find, edit or reuse a template

1

Find the template

Type in the Name filter. The table also shows Description, Type, Default Status, Default Value, Hours, Cost and Created.
2

Open it

Click the template’s name, or open its menu and choose Edit.
3

Change it and click Save

Closing without saving asks whether to discard your changes.
The Cost column is a single summary. It does not show separate one-time, monthly and annual amounts, so open the template to read the cost rows. Editing a template does not change items already created from it.

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Save an item as a template

1

Find the item

Open Planner Menu > List View, or the timeline.
2

Choose Save as template

Open the item’s menu (the row menu in List View, or the card menu on the timeline) and choose Save as template. It creates the template at once. No draft opens first.
3

Review the template

Open Templates and check the new template.
The new template copies the item’s reusable values. It sets Status to Not Started and checks Hide from company users. Review the notes, costs, compliance auto-link and visibility before you reuse it. Saving a template does not change or remove the original item.

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Delete templates

1

Choose Delete

Open the template’s menu and choose Delete.
2

Read the confirmation

Delete Template says that items already created from it stay.
3

Confirm

Click Delete, or Cancel to keep it. A short Undo button shows for a few seconds.
To delete several templates, tick their rows and choose Actions (N) > Delete Selected. Check the count in the “Delete N templates?” dialog, then click the delete button. Deleting a template removes it as a choice for future use. It does not delete items created from it.

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Apply templates to companies

Select template rows and choose Actions (N) > Apply to Companies to create new items. See Create Planner items for multiple companies.

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Troubleshooting

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Frequently asked questions

With Manage Planner, open Planner Menu > Templates > New Template, fill in the defaults and click Save.
No. The catalog is for MSP staff.
No. Planner templates supply planning fields. Ticket templates set up support requests. Add Template in notes inserts a text snippet.
No. Set those on the item. In Apply to Companies you choose the companies and one due date.
No. It is one summary figure. Open the template to see each cost row.
No. Existing items keep their values. Applying a template again replaces the fields you choose.
No. It creates the template immediately.
No. They stay as separate items.