This guide explains how to use:

• /wp-admin/admin.php?page=psfw-templates

The Templates page is the control center for your service blueprints. It helps you create, organize, and maintain templates that drive consistent project delivery.

What the Templates Page Is For #

Use this page to:

• create new templates
• search and filter existing templates
• review template status and onboarding setup
• open template management screens
• run bulk maintenance actions (status updates or delete)

Core Features and Benefits #

1) Template List Table #

Feature:

• one table showing your templates with key columns: Template Title, Linked Products, Onboarding, Status, and Projects

Benefit:

• gives a fast operational snapshot so you can manage template health without opening each template one by one

2) Add Template Entry Point #

Feature:

• Add Template button in the page header

Benefit:

• speeds template creation and standardization across your team

3) Search and Filters #

Feature:

• search box for template names
• status filter (Active, Draft, Inactive)
• onboarding filter (Onboarding enabled / No onboarding)

Benefit:

• quickly narrows large template libraries to the exact records you need

4) Bulk Actions #

Feature:

• bulk delete
• bulk status updates (set selected templates to a chosen status)

Benefit:

• saves time during cleanup, archiving, and release-cycle status changes

5) Row Actions (Per Template) #

Feature:

• Manage opens the detailed template editor
• Delete removes a single template

Benefit:

• supports precise day-to-day maintenance without leaving the main listing workflow

6) Onboarding Visibility #

Feature:

• onboarding column shows whether onboarding is enabled and can display linked onboarding form context

Benefit:

• prevents onboarding misconfiguration by making onboarding state visible at list level

7) Projects Usage Count #

Feature:

• projects column shows how many projects are associated with each template

Benefit:

• helps you evaluate template adoption and avoid risky edits/deletes on heavily used templates

8) First-Template Guidance Notice #

Feature:

• guidance notice appears when no active templates exist, with a direct CTA to create your first template

Benefit:

• shortens setup time and reduces confusion in new installations

How to Use the Templates Page (Step-by-Step) #

Step 1: Open the Templates Page #

Go to:

• /wp-admin/admin.php?page=psfw-templates

Start here whenever you need to review or maintain template inventory.

Step 2: Scan the Table for Health Signals #

Review each template’s:

• status (Active/Draft/Inactive)
• onboarding presence
• linked products
• project count

This gives immediate insight into which templates are live, underused, or need updates.

Step 3: Narrow the List with Search and Filters #

Use:

• search for template title keywords
• status filter for lifecycle state
• onboarding filter for setup audits

Use filtering first before performing any bulk operation.

Step 4: Perform the Correct Action #

Choose the safest action for your goal:

• Manage when you need to edit template details/tasks
• Bulk status update when you need lifecycle changes across many templates
• Delete only when the template should be fully removed

Step 5: Confirm Result Notices #

After delete or bulk status updates, check admin notices confirming the result.

This prevents uncertainty about whether actions were applied.

Recommended Operating Workflows #

Workflow A: Weekly Template Hygiene #

1. filter by status and review draft/inactive templates
2. check project counts before major changes
3. update statuses in bulk where appropriate
4. remove obsolete templates only after validation

Workflow B: Onboarding Setup Audit #

1. filter onboarding enabled/no onboarding
2. inspect onboarding column for expected setup
3. open outliers in Manage and correct configuration

Workflow C: Product-to-Template Consistency Check #

1. review linked products column
2. identify templates with missing or unexpected product links
3. open Manage and align mappings

Best Practices #

• keep active templates limited to production-ready flows
• use Draft for in-progress template design work
• use Inactive for pause/archive states instead of immediate deletion
• verify project count before deleting any template
• run bulk actions only after applying filters intentionally

Common Mistakes to Avoid #

• deleting templates without checking project usage count
• changing many template statuses without a review pass
• treating onboarding visibility as optional during quality checks
• skipping search/filter and editing the wrong similarly named template

Summary #

The Templates page is your operational hub for template governance.

Used consistently, it improves delivery consistency, lowers configuration risk, and makes large-scale template maintenance much faster.