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Plan Templates

Plan templates let you save a reusable snapshot of a plan's order of service or positions and apply it to future plans in one click. Instead of rebuilding the same structure every week, you save it once and stamp it onto as many upcoming plans as you need.

Training Video​

Plan Templates, Tasks, and Workflows in B1 · Watch on YouTubeNext video: Creating Calendars, Events, and Room Bookings in B1

Before You Begin

  • Create at least one service plan with a service order or positions defined
  • You need access to the Serving area in B1 Admin

Saving a Plan as a Template​

  1. Open an existing plan from the Serving area.
  2. Click Edit order of service to open the plan's order of service, then click Save as Template above it.
  3. Give the template a name (for example, "Standard Sunday" or "Worship + Sermon"). It starts with the plan's name.
  4. Click Save. The template captures the plan's current order of service, positions, and notes at that moment.

Managing Templates​

Click Templates above the plan list on any plan type page to open Plan Templates. Each template has these icons:

  • Edit (pencil) — rename the template
  • Update from plan (circular arrows) — replace the template's content with a plan's current state (useful after you refine your standard structure)
  • Apply (copy icon) — stamp the template onto one or more upcoming plans
  • Delete (trash can) — remove a template you no longer need

Applying a Template to Plans​

  1. Click Templates above the plan list on the plan type page.
  2. Click the Apply icon (copy icon) next to the template you want to use.
  3. Select which upcoming plans to apply it to by checking their boxes. Plans dated before today aren't listed.
  4. Choose what to copy:
    • Order of Service — replaces the selected plans' service order items with the template's items
    • Positions — replaces the selected plans' positions (and their assignments) with the template's positions
  5. Click Apply. Order of Service is checked by default; at least one of the two must be checked.

If the template has notes, applying it also replaces the selected plans' notes with the template's notes.

warning

Applying positions replaces all existing positions and assignments on the selected plans. Make sure you have not already scheduled volunteers for those positions before applying.

tip

Apply the Order of Service without Positions when you want a consistent song/sermon structure but volunteers are already assigned differently each week.

Starting a New Plan from a Template​

Templates are shared across the plan types in a ministry. When you click New Plan and the ministry has templates, the new plan form includes a Start from template list. Pick a template and save, and the new plan is created with the template's order of service, positions, and notes. Choosing a template replaces the Copy from Previous Plan options for that plan.

Keeping Templates Up to Date​

If your standard service structure changes, open the template manager, click Update from plan, pick the plan to copy from, and click Save to sync the template from your latest plan rather than rebuilding it from scratch. The list offers every plan of this plan type, past and upcoming.