Exciting New Sorting and Filtering in Template Library!

We’re thrilled to introduce new sorting and filtering options to make your template library experience even better!💥

Problem Statement:

  • Finding recent templates was a hassle.
  • Too much scrolling to find the right template
  • Admins had trouble spotting new templates from the GHL team.
  • No way to spot the most popular/ used templates for benchmarking
  • No easy way for admins to track hidden templates to make edits or unhide

What we did?

Filters: (For both Admin and Location View)

  1. Default Templates: Easily find templates added by the GHL team.
  2. Hidden Templates: Quickly access templates you’ve hidden.

Sorting: (For Admin View only)

  1. Most Recent: Find the latest templates at a glance.
  2. Most Popular: Discover the most-used templates effortlessly.

Admins can now see all filters and sorting options, while location users can enjoy the new sorting features.

Benefits:

  • Easier and faster template management for admins.
  • Save time finding the perfect template.

👷 How to use it?

For Agency Admins

  1. Navigate to the Template Library Admin section from Agency View
image
  1. The Sorting options are present in a drop down menu for every product on right hand top
image
  1. The Left hand panel has the options to filter view only the Default or Hidden Templates
image
  1. With this the user can also unhide the template by clicking on Show
image

For Location Users

  1. Click on new to to start with template library
  2. Then in the window, click on the sorting drop down to choose between most recent or most popular
image

Enjoy a smoother and more efficient template library experience!


Related Tags: