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Using the New Template Builder

We’ve completely rebuilt the Template Builder for a smoother, more powerful experience. Create from scratch, duplicate, or use community templates. With this update, your template drafts now auto-save every 30 seconds, and the interface makes editing a breeze. Learn more about Templates below.

Creating A Template from Scratch

1. Log into your Education Walkthrough account.

2. Navigate to the Templates page from the navigation bar on your dashboard.

3. Click Create Template.

This will take you into the template builder. Choose a method to begin building your template.

Here, you can choose Create a New Template to create a new template from scratch; Duplicate a Template to duplicate an existing template and edit; or Browse the Template Library to find pre-made templates contributed by members of the EW community.

4. For this support step, we’ll choose Create a New Template to create a new template from scratch.

Enter a Template Name (limit of 80 characters) and a Template Description (limit of 400 characters), and then click Create Template.


Using The Template Builder

At the top of the screen you’ll see the name of the template, the template description and the last time the draft was auto-saved.

You can also see a navigation bar within the Template Builder that has three options: Build, Settings, and Share.


Build A Template

On the Build tab, this is where you would build out your template. You can easily navigate between your template sections on the left side section navigation. The first section is automatically added, but to add another section click the Add Section button.

You can change the name of the section by clicking on the Section Title header within that section. To add a question to that section, click Add Question.

We have five different question types that you can add to a section. You can add Multiple Choice, which allows you to select the best option from a list of options; Checkboxes which allows you to choose multiple options from a list; Yes/No which allows the observer to select Yes or No to answer; Text Response which allows the observer to add their own response (Can be used for scripting); and lastly, you can add Instructions (Add notes to guide observers).

You can add multiple question types at once.

For example, if you know that you want to add 3 multiple choice questions, 3 check boxes, and 2 yes/no questions, you can complete this in one step by selecting the # of questions you want to add of each type to this section.


Settings: Options and Weights for Multiple Choice Questions

Within the Settings tab of the Template Builder is where you can edit the default options for when you choose the multiple-choice question type. You can edit weights for each option to view aggregated results when reviewing analytics. You can also add an option here, as well as a weight to the option you’ve added. These weights are not shared with the teacher; they are private for your team only to interpret the results.


Sharing Templates

Created templates can be shared for use by others. As the template author, only you can edit the templates after sharing. By default, they are private, but you can choose to share who you’d like to share it with.

All templates start off as Private (where only you can view and edit this template), but you can select School to share it with all users in your school to use for walkthroughs (approval by a School Admin is required), or you can select District to share the template with all of the users across your district to use for walkthroughs (approval by a District Admin is required).


Publish Your Template

Once you’ve added your sections and your questions,. you can click Publish to publish your finished template. If you would like to save your template as a draft you can do so by clicking Save and Close.

Still have questions?

Your success is our priority. Reach out to us anytime by visiting EducationWalkthrough.com.

As always, thank you for being a part of the Education Walkthrough community!

Updated on February 6, 2025
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