Manage plan templates

Use Retail Library > Plan Templates to create a reusable template, open it for editing, make a new plan from it, or remove it from the Library.

1. Select New Template, enter a Template Name, and select Create. The new template opens in its own editor.

2. Open a template from its name or use Edit Template to review its reusable Details, Tasks, Recipes, and Insights tabs.

3. Use Create Plan From Template when you want a separate retail plan to start from the template.

4. Use Delete Template only when it should no longer be available as a starting point. Confirm the deletion dialog to remove the saved template.

Creating a plan copies the template's setup at that time. It does not create a continuing connection. The New Template control can be unavailable when your workspace role cannot create events and plans.