All about Templates: How to use templates, customize a template, request a new template.

Updated over a week ago

What are Templates?

Templates give you a strong starting point for building a model quick. You can leverage a template, customize it, and build a model much more quickly than building from scratch.

How do I access the Templates Library?

There are 2 ways to access templates:

  1. You're a new user that just signed up - in the onboarding flow you'll be asked if you'd like to select a template

  2. You're an existing user trying to create a new Project - from the 🏠 Home tab, click the "New Project" button at the top right of the screen - this will open the template library

    1. NOTE: If you're on a Founder plan, by default you only have one Project space, you can add additional Project spaces to your account - follow these steps

How do I edit a Template?

Each template is built a bit differently, but editing templates is as simple as navigating to the 3 main sections within Sturppy (Acquisitions, Revenues, Expenses) and editing the inputs to match your business needs.

For new users, the onboarding tasks walk you through how to edit things. You can find the onboarding tasks by clicking on the live chat widget and clicking on the "Tasks" tab (screenshot below).

NOTE: If you do not see the Tasks tab, click this link. It will launch the onboarding task list within your account.

For video example model builds see below πŸ‘‡

How do I change / delete my Template?

If you're on the Founder Plan, you're limited to one concurrent Project workspace, you can always add an additional Project workspace by following these steps.

If you simply want to delete your current project because you selected the wrong template, you can follow these steps:

  1. Click on the πŸš€ Project tab from the left nav bar

  2. Click on the trash can icon at the top right of the screen

  3. Confirm that you want to delete it

  4. NOTE this will DELETE the project entirely and you will not be able to recover it. With great power comes great responsibility πŸ•·πŸ˜…

  5. Once deleted, you'll be prompted to create a new project where you can select a new template of your choosing

What Templates are currently available?

For the latest and greatest, the best thing to do is to click the "New Project" Button from the 🏠 Home tab to launch the Template library.

A full list of the available templates and templates we have planned can be found here.

To request a new template, email us at [email protected]!

Template Video Walk Throughs / Example Builds

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