Share a content model across client projects
If you build sites for clients, most of them start from the same shape: pages, posts, team members, site settings. Templates let you model that once, start every new project from it, and keep the projects in step as the model improves. Nothing is copied by hand and nothing is ever removed behind your back.
Save a template
- 1 Get one project's content model the way you want it. This becomes the source of the template.
- 2 Open your organisation settings and go to Templates.
- 3 Choose the project, give the template a name like "Small business site", and press Save as template.
A template holds the content model only: types, fields and their settings. Entries, media and tokens stay in the project they came from.
Start a project from it
When you create a new project, pick the template under Start from a template. The project opens with the full model ready for content, and stays linked to the template so it can receive later changes.
Roll out changes
- 1 Change the model in the source project, for example add an seo_description field to Page.
- 2 In Templates, press Update from the source project. The template moves to a new version.
- 3 Each linked project shows Up to date, or See changes with a plain list of what applying would do.
- 4 Tick the projects you want to bring up to date and press Apply to ticked projects.
Changes go through the same audited model editor your team uses by hand, so each one shows up in the project's history.
What applying will and will not do
- It adds content types and fields the project does not have yet.
- It updates field settings that changed in the template, like a label, a required flag or select options.
- It never removes a type or a field, even if the template no longer has it.
- It never touches entries.
- If a field's type differs between the template and the project, it keeps the project's version and tells you, because changing a field's type could break content a live site depends on.
Fields you add to one client's project by hand are left alone. A project can grow beyond its template and still take template updates.
Deleting a template unlinks its projects. They keep their content models exactly as they are.