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Admin: Packing Templates
The Packing Templates card on Admin > Personalization lets you create reusable packing list templates that users can apply to any trip.
What templates are
A packing template is a three-level hierarchy:
Template
└── Category
└── Item
When a user applies a template to a trip, all categories and items from that template are copied into the trip's packing list. Each item carries its weight, quantity and bag along: a bag the trip does not have yet is created.
Templates are instance-wide. Besides the ones you build here, the list also shows the templates users saved from a trip's packing list (the Common list plus their own items), and you can rename, edit or delete those as well.
Template list
The template list shows each template as a collapsible row displaying:
- Template name
- Category count and item count (for example 3 categories and 12 items)
- Rename and delete buttons
Inside an expanded template, an item shows its quantity, weight and bag next to its name when it has them (for example 2×, 300 g, Backpack). These values come from the trip list the template was saved from; items you add here start with none of them.
Creating a template
- Click New Template (top right of the card).
- Type a name and press Enter or click the confirm button.
- The new template is added to the list and automatically expanded.
Adding categories to a template
With a template expanded, click Add category (dashed border button at the bottom of the expanded section). Type a category name and press Enter or click confirm.
Adding items to a category
Click the + button inside any category header. An Item name field appears below the last item. Type a name and press Enter to add it. You can add several items in a row without closing the field: press Enter after each one.
Editing inline
All editing is inline:
- Rename a template: click the pencil icon on the template row. The name becomes an input; press Enter or click away to save.
- Rename a category: click the pencil icon in the category header. Press Enter or click away to save.
- Rename an item: hover the item row to reveal the pencil icon, then click it. Press Enter or click the confirm button to save (clicking away does not save).
Deleting
- Delete a template: click the trash icon on the template row and confirm (Delete the template "{name}" with all its categories and items?). This does not affect trips that already had items from this template applied.
- Delete a category: click the trash icon in the category header. A category that still has items asks first (Delete the category "{name}" and all its items?) and removes the items with it; an empty category goes at once.
- Delete an item: hover the item row to reveal the trash icon. It goes at once.
The phone admin has the same card in its Personalization section.
Applying templates to a trip
Users apply templates (Apply template) and save a list as a new one (Save as template) in the trip's Lists tab. See Packing-Templates for user-facing documentation.