Initiative templates let you quickly create repeatable, best-practise Initiatives with pre-filled titles, executive summaries, budget line items, and supporting Action items. You can manage these templates centrally from the Account Settings page.

This article explains how to access, create, edit, and delete Initiative templates in Settings, and how they relate to Initiatives on the Roadmap.

Accessing Initiative templates in Settings

You can manage Initiative templates from Lifecycle Manager's Account Settings.

1. When logged into Lifecycle Manager, hover over the Settings icon () in the upper right of the screen and click Account Settings.
2. Click Initiatives from the navigation panel on the left.

The Initiatives templates page shows all available templates:

• ScalePad Templates
  System templates provided and maintained by ScalePad, based on common scenarios like hardware modernization, software upgrades, and asset protection.
   
• Custom Templates
  Templates your team has created or saved

If you're new to Initiatives, you may find it helpful to review the high-level overview before working with templates:

About Initiatives

Understanding the Initiatives templates list

The Initiative templates list shows all available templates in one place so you can quickly see what's available and choose the right option for your client.

Use the tabs at the top of the page to select between ScalePad templates and Custom templates:

Each row in the list represents a single template and shows its name, key details and options:

• Title & Description
  The Title of the template and the executive summary.
• Fees Summary
  The number of One-time and recurring fees.
• Action Items
  The number of Action Items associated with the template.
• Actions
  • ScalePad templates tab 
    • Duplicate (Creates a duplicate of a template as a new Custom template)
  • Custom templates tab
    • Edit template
    • Duplicate template
    • Delete template

Creating a new Initiative template

Use this flow when you want to set up a reusable template for your team to use when creating Initiatives on your clients' Roadmaps.

1. From the Account Settings > Initiatives page, choose the Custom templates tab.
2. Scroll to the bottom of the list and click + New Template.
3. Enter a descriptive name for your template and an Executive Summary.
4. If desired, add action items, and give each one a name.
5. If one-time or recurring fees are required, add them as necessary.

• See the Budget section of this article for further information on configuring budget line items:
  About the Initiative detail view

6. Click Create template.

Editing an existing custom Initiative template

Use this flow to keep your custom templates up to date as your process evolves.

1. From the Account Settings > Initiatives page, choose the Custom templates tab.
2. Find the custom template you would like to make changes to and click its name or the edit icon in the Action column.
3. Update any of the template fields.
4. Click Save changes.

Duplicating Initiative templates

You can duplicate both ScalePad and custom Initiative templates. Duplicating a template is useful when you want to reuse most of the structure but make adjustments for a specific client or scenario.

ScalePad Initiative templates are read-only. You can't overwrite or delete them. Instead, you always create a new custom template based on a ScalePad template. Custom Initiative templates can be edited, duplicated, or deleted.

• ScalePad templates
  1. From the Account Settings > Initiatives page, choose the ScalePad templates tab.
  2. Either click the template name to open it in the initiative template modal and click Create template, or use the Duplicate action in the Actions column.
  3. The new template is saved as a custom template. The original ScalePad template remains unchanged and available.
      
• Custom Templates
  1. From the Account Settings > Initiatives page, choose the Custom templates tab.
  2. In the Action column for the template you want to copy, click Duplicate.
  3. Update the duplicated template's name and any other fields you want to change, then click Create template to save it as a new custom template.

Deleting a custom Initiative template

If a template is no longer needed, you can remove it from the Custom templates list.

1. From the Account Settings > Initiatives page, choose the Custom templates tab.
2. Find the custom template you want to remove.
3. Click the Delete icon in the Actions column.
4. Confirm the deletion when prompted.

Deleting a template does not delete any Initiatives that were already created from it.

Applying a template to a new initiative

To use your initiative templates to create a new Initiative, use the Apply template option in the upper left of the Initiative modal when creating a new Initiative on a client's Roadmap.

For guidance on how to create a new Initiative, see: Creating an Initiative.