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10. Templates: Getting Started in Count

Effortlessly create polished, professional data outputs with templates. Customize visuals in clicks for consistent, shareable insights.

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Transcript

The next feature I will look at is templates. We always want our data outputs to look professional and look polished, but we don't always have the time or even the skills to put into DesignMark. So templates can enable us to have consistency between our outputs and help us make them look polished in no time at all. So the templates icon is in our data panel. If I click on this, you will see templates made within your organization and also built in templates that come from us account. I'm going to select this single insight template. If I click use template, it will simply add it to the canvas wherever I am. You can see here we have some placeholders for text, our brand, and we have space for official that's empty. So all I have to do is grab my official and drop it into this space, and it will snap into place and resize. I think the only thing that maybe I would like to do with this is get rid of this white background. By clicking in it, I can come down to style, which helps me format my visual, and I'm just gonna take that solid white background off. And there we are. In just a few clicks, we have gone from a fairly basic looking chart to the start of something that I could share and that looks more professional. I could give it a title and I could update the text down here.