Creating Templates

Templates define what content plays on your screens. Use the visual editor to arrange media and scripts into layouts, then publish them to your device groups.

Template Editor Overview

The template editor is where you build and manage your screen layouts. Each column in the editor represents a device (screen), and you fill those columns with the content you want to display.

Two Ways to Edit

The editor operates in two modes:

Mode	Purpose	How to Access
Template Mode	Create reusable templates that can be published to multiple device groups	Create new template or edit existing template
Device Group Mode	Edit content directly on a specific device group	Open a device group's settings

Key differences:

• Template Mode: Add/remove devices, create scripts, save changes, then publish
• Device Group Mode: Edit existing devices directly, changes publish immediately

Mobile Editing

The template editor works on mobile devices with a touch-optimized layout. All editing features are available on mobile—the only practical limitation is screen real estate, so complex templates with many devices are easier to manage on larger screens.

Layout on Mobile

On mobile, device columns display one at a time with a centered, snap-to-scroll layout. You'll see the current column in focus with a peek of adjacent columns on either side, indicating there's more content to navigate to.

Swipe left or right to move between columns. The view automatically snaps to center each column.

Touch Interactions

Action	Gesture
Navigate between columns	Swipe left/right
Start dragging content	Long-press, then drag
Start dragging a column	Long-press the grip icon in column header, then drag
Select content	Tap
Multi-select content	Tap one item, then tap another in the same column (auto-selects all items between)
Add content	Tap the "+" button

Dragging on Mobile

When dragging content on mobile:

• Long-press to start: Hold your finger down briefly before dragging begins. This prevents accidental drags when scrolling.
• Edge scrolling: Drag content near the left or right edge of the screen to automatically scroll to adjacent columns.
• Drop indicators: Horizontal lines appear showing exactly where your content will land.

Creating a New Template

1. Click New Template from your dashboard
2. The editor opens with one empty device column
3. Give your template a name (must be unique)
4. Add content to your devices
5. Save your template

Adding Content

To add media or scripts to a device:

1. Click Add Content on the device column
2. A dialog opens with a search field
3. Search for media or scripts by name or tag
4. Select the content you want
5. Click Add

Content is added to the top of the device column. You can then drag it to reorder.

Previewing Media

Media cards in the editor show thumbnail previews of images and videos. To see a larger preview, click or tap the thumbnail image on a media card.

Managing Devices

In Template Mode, you can add and remove device columns:

• Add Device: Click the "Add Device" card at the end of the column list to add a new empty column
• Add Device with Content: Drag content onto the "Add Device" card to create a new column with that content already in it (the content is moved from its original location)
• Remove Device: Click the X on a device header to remove it (and all its content)
• Reorder Devices: Drag device headers left or right to change their order

When you drag content over the "Add Device" card, it highlights to show it's a valid drop target.

In Device Group Mode, devices are fixed based on the physical screens registered to that group.

Naming Devices

Give your device columns descriptive names to help identify which screen is which.

Adding a Device Name

1. Click on the device header (shows "Device 1", "Device 2", etc. by default)
2. Type a custom name (e.g., "Main Entrance", "Menu Board", "Checkout Display")
3. Press Enter or click away to confirm
4. Save your template to keep the changes

Names can be up to 255 characters. If you leave a name empty, it reverts to the default "Device 1", "Device 2" numbering.

Why Name Devices?

Device names help your team understand which physical screen each column represents. This is especially useful when:

• Multiple people manage content
• You have similar screens in different locations
• You're setting up templates for the first time

What Happens When You Publish

When you publish a template to a device group, the device names from your template are applied to the actual screens. Devices are matched by position — the first column in your template maps to the first device in the group, and so on.

Creating Scripts from Media

You can group multiple media items into a script directly in the editor. This feature is only available in Template Mode.

How to Select Multiple Items

On desktop:

1. Click to select a media item
2. Shift+Click another item to select all items between them

On mobile:

1. Tap to select a media item
2. Tap another item in the same column—all items between them are automatically selected

Creating the Script

1. Select multiple media items (as described above)
2. A "Group N items as Script" button appears
3. Click it and enter a name for your script
4. The selected items become a single script

Scripts created this way are saved when you save the template. See Scripts for more details.

Scripts and Device Groups

When you publish a template to a device group, scripts are flattened into their individual media items. If media items within a script have schedules, those schedules are preserved. This means Device Group Mode shows individual content items rather than scripts.

Ungrouping Scripts

To convert a script back to individual media items:

1. Find the script in your device column
2. Click the ungroup button on the script
3. The script expands back into its individual media items

Reordering Content

Drag and drop to rearrange content in the editor.

Basic Reordering

• Within a device: Drag content up or down to change play order
• Between devices: Drag content from one column to another to move it (content is moved, not copied)

Visual Feedback

When dragging:

• Drop indicators: Horizontal lines appear between items showing exactly where your content will be inserted
• Column highlighting: Device columns highlight when you drag content over them
• Drag preview: A preview of the content follows your cursor/finger

Reordering Device Columns

You can also reorder entire device columns by dragging them:

1. Grab the drag handle (grip icon) in the column header
2. Drag the column left or right
3. The column swaps position when your cursor/finger enters another column's area
4. Release to confirm the new position

There's a brief pause between column swaps to prevent overshooting your target.

Scheduling Content

Each piece of content can have its own schedule. Click the calendar icon on any media or script to set when it should display. See Scheduling for details.

Undo and Redo

Made a mistake? Use undo and redo:

• Undo: Cmd+Z (Mac) or Ctrl+Z (Windows)
• Redo: Cmd+Shift+Z (Mac) or Ctrl+Shift+Z (Windows)

Or use the undo/redo buttons in the toolbar.

Saving Your Template

Click Save to save your template. You must save before you can publish.

The editor tracks unsaved changes and will warn you before leaving the page if you have unsaved work.

Save As

To create a copy of an existing template:

1. Open the template you want to copy
2. Click Save As
3. Enter a new name
4. A new template is created with your changes

Removing Content

To remove media or scripts from a device, click the X button on the content card.

Keyboard Shortcuts

Save & Undo

Shortcut	Action
Cmd/Ctrl + S	Save template (or publish in Device Group Mode)
Cmd/Ctrl + Shift + S	Save As (create a copy)
Cmd/Ctrl + Z	Undo
Cmd/Ctrl + Shift + Z	Redo

Arrow Key Navigation

When one or more media items are selected, use arrow keys to reposition them:

Shortcut	Action
↑ (Up Arrow)	Move selected item(s) up within the column
↓ (Down Arrow)	Move selected item(s) down within the column
← (Left Arrow)	Move selected item(s) to the previous column
→ (Right Arrow)	Move selected item(s) to the next column

Arrow key behavior:

• Requires selection: Arrow keys only move items when media items are selected. Without a selection, arrow keys behave normally (scrolling).
• Multi-select support: When multiple items are selected, all selected items move together while maintaining their relative order.
• Undo support: All arrow key moves are added to the undo history. Press Cmd/Ctrl + Z to undo a move.
• Boundary limits: Items cannot be moved past the top/bottom of a column or beyond the first/last column.
• Left/Right placement: When moving items to an adjacent column, they are inserted at the end of the target column.

Next Steps

Once your template is ready, publish it to send it to your screens.