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

# Playbook templates

You can save a playbook you have access to as a template so you can re-use it in the future as a starting point.

## How to create a template

1. For the playbook you want to create a template from, hover over and open the action menu
   * Click on the triple dot icon on the hover panel that appears
2. Select the **Save as Template** option from the menu that appears

<Frame>
  <img src="https://mintcdn.com/cymph/Nu3XGurZ5bdztz80/images/save_as_template_menu.png?fit=max&auto=format&n=Nu3XGurZ5bdztz80&q=85&s=397151361757d07ab04677dc4c0639b6" alt="Save As Template Menu" width="3456" height="1722" data-path="images/save_as_template_menu.png" />
</Frame>

3. In the popup that appears, provide a name for the template and optionally a description
4. Click on **Save template** to save your template

<Frame>
  <img src="https://mintcdn.com/cymph/Nu3XGurZ5bdztz80/images/save_as_template_options.png?fit=max&auto=format&n=Nu3XGurZ5bdztz80&q=85&s=333a79545b44d6a9f1cbe13522c82c0e" alt="Save As Template Options" width="3456" height="1714" data-path="images/save_as_template_options.png" />
</Frame>

<Info>
  Both the workflow and documentation part of the playbook will be saved into the template. Labels and IR stage are also saved.
</Info>

## How to create a playbook from a template

There are two ways to create a playbook from a template. The first one is via the Templates area of the Playbooks section. The second one is via the New Playbook button

### From Templates area

1. Go to the **Templates** area

<Frame>
  <img src="https://mintcdn.com/cymph/Nu3XGurZ5bdztz80/images/templates_area_menu.png?fit=max&auto=format&n=Nu3XGurZ5bdztz80&q=85&s=d24226541ce32f1b4e5e199549ece00e" alt="Templates Area Menu" width="3456" height="1710" data-path="images/templates_area_menu.png" />
</Frame>

2. Hover over the template you want to use. The actions menu will appear
3. Select the **Use template** action

<Frame>
  <img src="https://mintcdn.com/cymph/Nu3XGurZ5bdztz80/images/use_template_hover.png?fit=max&auto=format&n=Nu3XGurZ5bdztz80&q=85&s=c4f317e10e9d60506befa86931607898" alt="Use Template Hover" width="3456" height="1712" data-path="images/use_template_hover.png" />
</Frame>

4. You will be redirected to the editor with the contents of the template being loaded

### From the New Playbook menu

1. Go to the Playbook library
2. Click on the **New Playbook** button from the top right corner and select **Start from template**

<Frame>
  <img src="https://mintcdn.com/cymph/qJ5Bv-7BQjtekGAt/images/new_start_from_template.png?fit=max&auto=format&n=qJ5Bv-7BQjtekGAt&q=85&s=b3737eeef2507d25ccbc4babec66a7ea" alt="New Start From Template" width="3456" height="1726" data-path="images/new_start_from_template.png" />
</Frame>

3. From the modal that appears, hover over the template you want to use and click on the **Select template** action

<Frame>
  <img src="https://mintcdn.com/cymph/Nu3XGurZ5bdztz80/images/use_template_modal.png?fit=max&auto=format&n=Nu3XGurZ5bdztz80&q=85&s=8f73ba11c26b4a3deca637c03a58f706" alt="Use Template Modal" width="3456" height="1726" data-path="images/use_template_modal.png" />
</Frame>

4. You will be redirected to the playbook editor with the contents of the selected template loaded
