Templates
Pre-built structures for novels, screenplays, research papers, and more
Templates give you a head start by providing pre-built structures for common writing and planning workflows. Instead of creating a project from scratch and building out folders, documents, and content types one by one, you can pick a template and have everything set up in seconds. Plotiar includes a growing library of templates for novels, screenplays, research papers, business plans, and more -- and Plus users can save their own.
Browsing Templates
The template gallery is available whenever you create a new project or add new content to an existing project. You can browse templates in two view modes and narrow results with search and filters.
Grid View
List View
- •Search by keyword to find templates by name or description
- •Filter by category to see only templates for a specific genre or use case
- •Filter by content type to narrow results to project templates, document templates, flowchart templates, and so on
- •Filter by tags for more specific matches
- •Sort by name, popularity, or date added to find what you need faster
Creating from a Template
There are two ways to use templates, depending on whether you want a full project or a single piece of content.
- 1
Create a project from a template
From the Projects dashboard, click "New Project" and then select "From Template". Browse or search the template gallery, pick a template, and confirm. A new project is created with the template's folder structure, documents, and content types already in place.
- 2
Add content from a template
Inside an existing project, click the "+" button in the sidebar and choose "From Template". This lets you add a single document, flowchart, ideaboard, taskboard, plot grid, or directory based on a template -- without affecting the rest of your project.
After creating from a template, everything is fully editable. The template provides the starting structure, but you own the result and can rename, rearrange, add, or delete anything.
Saving Your Own Templates
Plus plan users can save their own projects and content items as reusable templates. This is especially useful when you have built a structure you want to replicate across multiple projects -- for example, a standard novel layout with specific chapter folders and outline documents.
- 1
Save a project as a template
Open the project settings menu and select "Save as Template". The entire project structure -- folders, documents, flowcharts, and other content -- is captured as a template. Give it a name, description, and tags so you can find it later.
- 2
Save content as a template
Right-click any content item in the sidebar and select "Save as Template". This saves just that single item (and its children, if it is a folder) as a content template.
- 3
Edit template metadata
After saving, you can update the template's name, description, and tags at any time from the template management screen.
Template Types
Templates in Plotiar match the content types available in your projects. Each template type creates a specific kind of content with an appropriate default structure.
Project
Document
Flowchart
Idea Board
Task Board
Plot Grid
Directory
Managing Templates
You can view and manage your saved templates from the template gallery. Templates you have created appear alongside the built-in library templates, clearly labeled as yours.
