Sana's extensive library of over 60 custom-crafted templates is designed to kickstart your projects with a spark of inspiration. Covering a wide range of everyday use cases—from team meeting best practices and leadership trainings to retro meeting frameworks—these templates enable instant collaboration.
Finding and using templates to get started
Go to Create in Sana
Click on Create new
Browse the template library on the left menu
Click "Use" on your chosen template to start customizing it
How do I create my own templates?
You can create your own standardized templates to streamline your personal or as an admin, your organization's course creation process, ensuring content consistency and saving valuable time.
Step by step guide on creating your own templates:
In edit mode of your course, select the 3 dots at the top right
Choose "Save as a template"
Assign a title, description, and image to your template
To share with your organization, toggle on "Make public to entire organization"
💡 Note! Only admins can make templates available to the entire organization
Access your custom templates under "Create new" > "My organization's templates"
Editing a Template
Go to Create in the global sidebar
Filter "Any type" on Templates
Your template marked as "Course template".
Edit this course or Live to update the template.
Working with Live Meeting Templates
Just like with course templates, Sana also supports live meeting templates. This feature is particularly useful for standardizing the structure and content of your live sessions, ensuring consistency and saving time in preparation. Whether it's for team meetings, client presentations, or training sessions, live meeting templates can be customized to fit your needs.
💡 Pro Tip! You can always convert a live session to a course or vice versa, making it easy to create templates for both formats. This flexibility allows for seamless adaptation of content across different learning and meeting environments. Do this through the 3 dots at the top right in the course editor.
Creating and editing live meeting templates follows the same procedure as with course templates. However, you'll find them under Create new > Live meeting templates
How to delete a Template
Once you have created templates, you might find the need to delete one that is no longer relevant or needed. This helps in maintaining an up-to-date and efficient template library for personal use or within your organization.
Step by step guide on deleting a template:
Navigate to the "Create" section
Use the "Any type" filter to display only templates
You will see a list of all your templates. Locate the template you wish to delete
Click on the three dots on the right side
Select "Delete" from the dropdown menu
