My templates article is by far the most popular of all the Tech Tuesday posts—heck, of all posts on my blog—ever. So, now that Scrivener 2.x is out, I figured it was time to revisit a topic that apparently incites a lot of Google searches. I’m not surprised templates are such a popular subject. They’re incredibly handy whether you’re penning a book, article, screenplay, or research paper in Scrivener.
Or even one of each.
So, what the heck is a template? It’s a preset format on which to base a new project. For example, if you chose the Novel option when you created your most recent project, you were using one of the built-in templates provided by the awesome guys at Literature and Latte.
It comes preloaded with certain folders, such as Manuscript, Characters, Places, and Research. The Novel template also includes Compile settings that are tweaked to export your file in standard novel format.
Create a New Project from a Built-in Template
- Click on the File menu, choose New Project.
- Click on the appropriate category icon along the left side, and choose a template from the list.
- Click Choose.
- Give the new project a name and location, and click Create.
Even if an existing template doesn’t have quite the set up you’re looking for, chances are it’s a good place to start. I based my personal template on the Novel template, then added folders for the four parts of my novel, changed the Label and Status fields, added an Unused Scenes folder, a saved search, and more.
You can even incorporate a reference file (like a story structure cheat sheet or a reminder of how to write a synopsis) into your template. In fact, anything in the file when you save it as a template will remain, so be sure to strip it of anything you don’t want (including project-specific settings, keywords, and meta-data values) before saving.
Once you have your project put together the way you like to work, you can create your own template for future projects. If you make changes down the road, just save the improved version with the same name to replace the old version.
Create a Custom Template Based on Your Project
- Unless you’re using a blank project to create your template, click on File, Save As and give the project a new name to distinguish it from your working project. You’ll be able to delete this once you’ve created your new template, so you may want to save it to the Desktop for easy access.
- Strip out all of the manuscript-specific items (unless you want those scenes in all of your future work ;-)).
- Click on the File menu, choose Save As Template.
- Enter a name.
- Choose a category (where it will be listed in the Template window).
- Enter a description, if desired.
- Choose an icon, if desired.
- Click OK.
Create a New Project Based on a Custom Template
Follow the instructions from Create a New Project from a Built-in Template above, but choose the custom template you created.
Notice that the Options button in the Template window provides four options.
- Set Selected Template as Default: Will highlight that template in the Template window every time you open it.
- Import Template: Allows you to import a template you’ve downloaded from the web or a friend, or transfer templates from another computer.
- Export Template: Allows you to export a template to be moved to another computer, or to share with others.
- Delete Selected Template: Lets you delete a template you no longer want (custom templates only).