Portal templates let you save a standard portal configuration and apply it to new portals in one click. This is especially useful if you onboard clients into similar project setups repeatedly.
What a Template Contains #
A portal template can store:
- Initial Status — the status (Active, Pending, or Archived) automatically applied to the portal when the template is used
- Accent Color — a default brand color for portals using this template
- File Uploads — whether clients are allowed to upload files
- Task Templates — one or more task templates whose task lists will be added to the portal
- Tools Template — a tools template whose links will be added to the portal’s Tools & Links tab
- Welcome Message — a message posted automatically to the portal’s Discussion tab from your account when the template is applied
Creating a Template #
- Go to Portals → Portal Templates in your WordPress admin.
- Click Add New Template.
- Give the template a name (e.g., “Web Design Onboarding” or “Monthly Retainer”).
- Fill in the fields you want the template to set.
- Save the template.
You can create as many templates as you need.
Applying a Template to a Portal #
- Open a portal in the WordPress admin.
- In the portal editor sidebar, find the Portal Template section.
- Select a template from the dropdown.
- Click Apply.
The template settings are applied immediately. The portal is updated with the template’s status, accent color, file upload setting, tasks, tools, and welcome message.
Important: Templates Add, They Don’t Replace #
Applying a template to a portal that already has content will add to it, not overwrite it:
- Existing tasks are kept; new task lists from the template are added alongside them
- Existing tools are kept; tools from the template are added to the list
- A welcome message is posted as a new Discussion comment — existing messages are not removed
Because of this, it’s best to apply templates to freshly created portals before adding custom content.
Task Templates and Tools Templates #
Task templates and tools templates are separate building blocks that portal templates pull from.
- Task Templates — Managed under Portals → Task Templates. Each task template contains a set of task lists and tasks.
- Tools Templates — Managed under Portals → Tools Templates. Each tools template contains a set of links and resources.
You can mix and match these when building a portal template.
