Scrivener Custom Layouts and Templates
Let’s say you’ve gotten Scrivener all set up the way you like it. You’ve added keywords (keyword how-to), adjusted the corkboard (corkboard how-to), and even made the label and status features work for you (label & status how-to). What if you want to save all of that for another project?
First, you need to understand the difference between a layout and a template.
The layout is where you’ve placed everything and how you’ve adjusted the screen you’re working in. For example, making the window size bigger or changing the visibility of the binder. Think of it as rearranging the items on your writing desk for the perfect work space.
The project template includes pretty much everything. This is what you want if you need to save things like your keywords or label and status settings to use again. Think of it as everything you’ve set up in your office instead of just your desk.
If you’ve adjusted things a certain way and want to be able to quickly switch to that same layout in other projects, follow these steps.
1. Go to Window, Layouts, Layout Manager. You’ll get a window like this. (For Mac users, go to Window, Layouts, Manage Layouts.)
You’ve created a new layout!
If you’d like to switch to a different layout while working on your current project or you’ve started a new project and want to use a layout you’ve created-
Follow the same steps as above, but instead of using the + sign, click the layout you want and press Use.
You can even switch back and forth if you have several layouts set up.
If you want to save more than just how the screen is set up, you’ll want to do a custom project template. NOTE: This will save everything, including the text of your story. But any new project will revert to preset text, spacing, etc. See “Getting Started with Scrivener” to learn how to set those up.
You can do two things. One, if you have everything set up how you want it in your current project-
1. Save it as a new file (be sure to use Save As, not just Save) so your current project won’t be affected. Title it something that will let you know it’s specifically being used to create a template. You won’t need the file after the next steps.
2. Delete anything you don’t want (in the new file you just saved) as part of the template. This includes any text in your binder. You’ll probably want a blank template to start your next project, unless you have similar research, project notes, etc. that you’ll use again.
3. Once it’s all adjusted how you want it (including all your label and status settings), Go to File and click Save As Template.
4. Choose a title, the category you want it saved under, and add a description. Click OK.
Create a new project, set it up exactly how you want your template, and use steps 3 and 4 above.
You’ve created a template!
To use a template you’ve created-
There is a lot more to this, but I’ve tried to simplify the parts you’re most likely to use if you’re trying it out for the first time.