Click the rocket in the top bar, pick one or more templates and click Add, to give your project ready-made classifications and connector types.
Where: Top bar › Templates (the rocket, in Space Studio), and New / Open / Import… › Use a Template
What it is
Our templates are a vocabulary for a kind of work: the classifications (the kinds of node) and the connector types (the kinds of connection) that suit it. A template brings no nodes and no notes, only the categories, so what you build with it is yours from the first node.
How to use it
- Open the templates. Click the rocket in the top bar, or choose Use a Template when you start a new project, which makes the project and then shows the templates.
- Browse. Most Used comes first, then every template grouped by sector, such as Finance, Legal & Compliance, Research & Media and Technology. Each card lists the Node pages and Connectors it adds.
- Pick as many as you like. Click a card to tick it, and click again to untick it.
- Click Add. The button counts what you've picked (Add 2 templates, say). The new classifications and connector types appear in the Left Panel straight away.
Start Blank, at the top of the window, closes it without adding anything, so a new project keeps only the default Unclassified type. Cancel or [Esc] does the same.
Tips
- You can add a template to a project at any point, not only when it's new, so realising halfway through that you'd like a structure isn't a restart.
- Once they're in, the classifications and connector types are like any you made yourself. Rename them, recolour them or delete them in the left panel. See Classifications and Connector Types.
- Adding a template never replaces a type you already have. Where two templates (or a template and your project) share a type, you get both, so the same name can appear twice in the left panel. Delete the one you don't need.
- The rocket only shows in Space Studio, with a project open.
How this helps you
Use it when you're starting work in a field and want a sensible set of categories to sort into, when you're not sure yet what kinds of thing your project holds, or when you'd like to combine two ways of seeing the same material (Grant Program alongside Research Planning, for instance) in one project.
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