Enhanced Template Sorting and Filtering for Improved Library Management

We’re excited to roll out new sorting and filtering options to enhance your template library experience!

💥 Problem Statement:

  • Finding recent templates was a challenge.
  • Excessive scrolling required to locate the desired template.
  • Admins found it difficult to identify new templates from the Connectly team.
  • There was no method to identify the most frequently used templates for benchmarking.
  • Admins had no convenient way to track hidden templates for editing or un-hiding.

✅ What we did?

Filters: (For both Admin and Location View)

  1. Default Templates: Conveniently locate templates added by the Connectly team.
  2. Hidden Templates: Swiftly access templates you’ve hidden.

Sorting: (For Admin View only)

  1. Most Recent: Instantly identify the latest templates.
  2. Most Popular: Easily find the most-used templates.

Admins now have access to all filter and sorting options, while location users get to enjoy the new sorting features.

⭐ Benefits:

  • Enhanced and quicker template management for admins.
  • Saves time in finding the ideal template.

👷 How to use it?

For Agency Admins

  1. Navigate to the Template Library Admin section from Agency View.
  2. The Sorting options are available in a drop-down menu for every product on the top-right hand side.
  3. The left-hand panel provides the options to filter and view only the Default or Hidden Templates.
  4. The user also has the option to unhide the template by clicking on ‘Show’.

For Location Users

  1. Click on new to start with the template library.
  2. In the window, click on the sorting drop-down to choose between ‘most recent’ or ‘most popular’.

Experience a more streamlined and efficient template library!

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