If you’ve already created a template but would like to adjust the name and description, you can easily do so from within your web-based dashboard.
Editing the name and description of a template in Education Walkthrough is super easy and offers several benefits that enhance usability, clarity, and effectiveness.
Here’s how to do it.
Editing Template Name and Description
2. Click Templates and you’ll see the Filter and Search bar (every main feature page has this ability), followed by a list of templates directly below.
3. Click on the name of the template.
4. In the expanded view, click Edit and you can easily adjust the Template Name and Template Description.
5. Click Save.
Quick Tip
Remember: Clear and descriptive names help users quickly identify the purpose and scope of each template, reducing confusion and ensuring the right tool is used for the right situation.
FAQs
Can I edit a template’s name and description after using it for walkthroughs?
Yes, you can edit a template’s name and description at any time, even after it has been used in walkthroughs. However, changes will only apply to new walkthroughs created after the edits. Existing walkthroughs that used the original template details will retain the old name and description for historical accuracy.
Will editing the template name or description affect the data collected from previous walkthroughs?
No, editing the template name or description will not affect the data collected from previous walkthroughs. The changes only apply to the template’s metadata and how it appears in your dashboard for future use.
I don’t see the Edit option when clicking on a template. What should I do?
The ability to edit a template’s name and description is available to the user who owns the template, or a user with the appropriate administrative permissions. If you don’t see the Edit option, please check with your district administrator to ensure you have the necessary permissions. If you believe you should have access, contact our support team for further assistance.