One of the most requested posts I’ve seen in the comments section of this site has been for me to do a write-up on how to create a custom project template in Scrivener. It’s something I honestly had never thought of doing until I started blogging in Scrivener using Markdown and MultiMarkdown. After using that system for a bit, I realized quickly that I’d want the exact same setup for the next year (and the year after that). Without a template, I’d have to recreate everything in that project layout from scratch.
It was the first time I’d encountered a situation in Scrivener where I needed the initial layout of a project (folders, metadata, doc templates, etc…), to be a repeatable affair. Sure it’s easy enough to start a new project and recreate everything (easy, yet time-consuming), but wouldn’t it be great if I had a boilerplate starting point that did it all for me?
Luckily, as always, Scrivener makes creating such a setup quite easy.
One and done.
At first, I thought I’d use a previous project that was ideal for my needs and create a template from that. Good idea right? But then I realized that when you create project template in Scrivener, it takes literally everything in that project and adds it to the template.
In short, I’d get the bits I needed, but I’d spend even more time deleting the stuff I didn’t.
So, to avoid that situation, you need to to start a new project with zero content in it (I used Scrivener’s blank template). From here, you need to recreate only the skeletal structure of the elements that you are going to reuse moving forward. In the case of my blogging system, I only wanted the basic structural elements that I knew I’d need year after year. So that meant the folders for the months, useful, but generic meta-data, a doc template with pre-filled Markdown in it that I use in every post, and anything else that I’d recreate next year.
Once you have all of that set up, it’s time to create your template!
File > Save As Template… not File > Save As…
I remember striking out initially, while looking for this option under the “Save As…” and “Export” sub-menus under “File”. But I quickly saw the magical “Save As Template…” option and all was well.
Once you have your template structure in order. Head up to “File” and then look four options up from the bottom to find “Save As Template…”. Go ahead and click that.
This brings up a “Template Information” window where you can name your template, give it a description, assign an existing Scrivener category to it and even give it fancy custom icon so that it stands out the next time you create a new project.
Once that’s all sorted, click the “Ok” button and you’re done. Easy peasy.
Now you can either save the boilerplate project to add to it later or, if you feel confident that you nailed it on the first try, you can delete it. Don’t worry. You won’t lose your work. The template is safe and sound in Scrivener’s “Application Support” folder on your hard drive.
Let’s Take It For a Spin!
Now all you have to do to use your new template is start a new project in Scrivener. Select the category you assigned to it and choose your custom template. Once the new project comes up, you’ll see all of that beautiful time you just saved!
Now go have a tall libation. You’ve earned it! :)