Templates overview

Templates are reusable sprints and sessions you can copy to start new work quickly. Find them in the Template library.

Templates are reusable blueprints for your workshops. Instead of building a sprint or session from scratch each time, you save a well-structured one as a template and copy it whenever you need it again.

Why templates matter

Save time: start a new sprint or session with its agenda, drills and resources already in place.
Keep quality consistent: reuse formats that worked well with other groups.
Learn from SolveNext: use the global templates prepared by the SolveNext team.

Key concepts

Sprint templates: when you use one, every session in it is copied, with agenda items and resources.
Session templates: when you use one, its agenda items and resources are copied.
Personal templates: created by you and visible only to you. In the Created by column they show Me.
Global templates: created by SolveNext admins and available to all users. In the Created by column they show Solve Next.
License levels: some global templates are only for certain plans. If a template needs a higher plan, it shows a star icon and clicking it opens an upgrade message.
Tags: templates can have Tags and Next Cycle Tags, which you can use to filter the library.

Project templates are not available in the app at the moment.

Where to find it

In the Instigator sidebar, click Template library.
The Templates page has two tabs: Sprints and Sessions.
Use the search box to find a template by name, or click Filter to filter by tags.
Click a template name to preview it.
Click the ... menu on a row to see Create sprint from template or Create session from template. If you own the template, you also see Edit.
Click Create template (top right) to build a new, empty template.

Ways to create a template

From the Template library, with Create template (a new empty sprint or session template).
From an existing sprint or session, with Create template in its ... menu. This copies it as a new template and leaves the original unchanged.

Ways to use a template

From the Template library, with Create sprint from template or Create session from template.
When you create a new sprint or session, choose Template under Make a sprint from or Make a session from.