> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oviond.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add template

> Save a project as a reusable starting point.

A **template** is a saved project scaffold — its pages, widgets, date range, and presentation settings — that you can reuse to spin up new projects. Templates save you from rebuilding the same report or dashboard structure for every new client.

## Create from an existing project

You create a template by saving an existing project. There is no separate "new template" builder.

<Steps>
  <Step title="Open your Client Projects list">
    Find the project whose layout you want to reuse.
  </Step>

  <Step title="Choose Save As Template">
    Open the project's three-dot menu and click **Save As Template**. This is only available if you have permission to edit the project.
  </Step>

  <Step title="Name and describe it">
    In the **Save Template** dialog, enter a **Name** (e.g. *Monthly SEO Report*) and an optional **Description** so your team knows when to use it.
  </Step>

  <Step title="Review the data sources">
    The dialog shows the **Data sources** the template uses. Oviond derives these automatically from the project's widgets — you don't set them by hand.
  </Step>

  <Step title="Save Template">
    Click **Save Template**. The template appears in the [Templates library](/templates/list) and is available when you create new projects.
  </Step>
</Steps>

## What gets saved

* Every page and its layout.
* Every widget — its type, data source, metrics, dimensions, and display settings (live values are stripped, so widgets ship in a demo state).
* The project's date range, theme, orientation, and presentation settings (cover page, header, page numbers, thank-you page, and so on).
* The list of `datasources` the template expects, derived from its widgets.

## What doesn't

* **Live data and connections** — widgets ship without a client data connection. When you [use the template](/templates/apply), each widget is wired to the new project's client.
* **Cached chart values** — the template holds the structure, not the data.

<Note>
  Oviond captures a **thumbnail** for the template automatically by rendering the source project. You don't upload one in the save dialog.
</Note>