To manage your saved tools templates, access COURSES > MANAGE TEMPLATES > TOOLS from the top navigation:

From the Saved Tools the following options help you to filter, search, and customize your display, allowing you to access and manage your saved tools more efficiently:

• Access your Screen Options menu.
• Add a new saved tool from scratch.
• Filter using the status filters.
• Filter using the ALL DATES and SHOW ALL CATEGORIES dropdowns.
• Hover to access a saved tool’s actions menu.
• Apply a bulk action to selected saved tools.
• Search for a specific saved tool.

Use the Screen Options menu to tailor your display on the Saved Tools table, choosing to hide/display specific columns, set your number of items per screen, and select your preferred view mode:

To collapse this pop-up, select SCREEN OPTIONS again.

ADD NEW

The Add New button allows you to easily create a new saved tool from scratch, directly from the Saved Tools table. Simply add a title, select your tool, choose whether to make this item global, and click ADD SAVED TOOL to get started:

To learn more about creating a new template, visit the Create a New Template from Scratch section.

Filter by All saved tools, your saved tools only (‘Mine’), and templates that have been published, are in draft status, are pending, or have been deleted:

Using the ALL DATES dropdown, you may filter your saved tools by a specific month:

Use the SHOW ALL CATEGORIES dropdown to filter by a specific category:

ACTIONS MENU

When hovering over any saved tool, that tool’s actions menu will appear, allowing you to access the Edit Settings window, view your template, and navigate to the Template Editor:

BULK ACTIONS

The Bulk Actions menu allows you to apply a bulk action to selected saved tool templates. Simply click the check box to select multiple templates, choose your desired action from the BULK ACTIONS dropdown (Edit or Move to Trash), and click APPLY to perform your bulk action:

SEARCH

Search for specific saved tool templates by title by typing in the search field and selecting the SEARCH button: