Find a template fast: favorites, recents and “/” in the message field
When there are many templates, the “Templates” window saves you from searching the whole list. What you use is on top, the rest is put away. These are personal settings: every employee has their own order.
| List section | What is in it |
|---|---|
| Favorites | Templates you starred |
| Recent | Templates you sent lately |
| All templates | The rest: yours first, then shared, then Meta |
Add to favorites:
- Open a chat → “+” → “Template”.
- Press the star next to the template. Pressing again removes it from favorites.
- The template moves to “Favorites”. If saving failed you will see “Could not save the favorite. Please try again.”
Insert a template with “/”:
- In the message field type “/”. The “Templates” list appears.
- Start typing the name. Choose with ↑↓, insert with Enter, close with Esc.
- A simple own template lands in the field as text — you can edit it before sending. Other templates (with a file, Meta) open the “Templates” window on the chosen template.
Meta templates of other lines are hidden by default, so a web-line chat does not show every template in the company. You see your templates and the Meta templates an administrator offered for web lines. To show the rest, turn on “Meta” (“Show Meta templates of other lines”) or press the row “N more in Meta templates — show”. The choice is remembered for you personally. How to send such a template is in Meta templates in a chat.
Search looks at once at the name, text, header, footer, buttons, language, category, kind (“mine”, “shared”, “Meta”), file and product. Language, purpose and kind are collected under the funnel button next to search, with a counter of selected filters. “Reset filters” clears them.
For administrators: offer Meta templates for web lines.
- Open “Channels → the Meta line → Templates” and the “Meta templates” tab.
- Tick “Offer in web line chats” on an approved template.
- Employees now see this template in web-line chats without turning on “Meta”. Untick it any time.
Where did my Meta templates go in a web-line chat?
They are hidden by default. Turn on “Meta” in the templates window and they appear with the “Meta” label. Or ask an administrator to tick “Offer in web line chats”.
Who sees my favorites and recents?
Only you. They are stored for your employee and do not change the order for colleagues.
What if I insert a template with “/” and change the text?
The message is sent, but the use is counted for “Recent” only if the inserted text stays whole in the message. If you rewrote it, the template does not enter recents.
Why does “/” not open the list?
The list is read again each time and depends on your sign-in. If you just signed in, wait a second and type “/” again. If you have no templates at all the list is empty: create your own template.