> For the complete documentation index, see [llms.txt](https://help.dscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dscout.com/study-basics/study-templates.md).

# Study templates

{% hint style="info" %}
This article discusses templates for screeners, usability tests, media surveys, intercept studies, and AI moderated studies. For information on templates in diary studies, see [Diary study templates](/diary-studies/what-are-diary-studies-in-dscout/diary-templates-overview.md).
{% endhint %}

From question sets to incentives, research initiatives may share common elements. Instead of building screeners or studies from scratch every time, templates can help expedite the process. You can build a template from scratch, or save an existing screener or study as a template, so you and your team have a starting point for the next one.

Users with the **Collaborator** role can't build studies from scratch, they must always start from a template. So, building templates is how you can enable them to run research on their own.

### Template types

A template can represent a single screener or study, or combine both in one template:

* **Screener templates:** Standardize recruitment criteria and audiences.
* **Study templates:** Standardize study objectives, questions, and tasks.
* **Screener and study templates:** Standardize both recruitment criteria and study objectives in one.

Templates also offer mix-and-match functionality. For example, if you want to auto-recruit participants for a usability test from the Dscout Scout Panel, you can pair a usability test template with a screener template. That way, you can standardize your recruitment needs alongside your study design.

### Template library

Templates created across your Dscout account live in the template library, which you can access in the left navigation sidebar:

<figure><img src="https://3976082747-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIKfn7RcT4CW9XaIbqAdd%2Fuploads%2FKtCtm3VVFSkHrcVA8N8V%2FTemplate_library.jpg?alt=media&amp;token=b75313fd-9403-4daf-9736-b637c22906c0" alt=""><figcaption></figcaption></figure>

Here, you can see all templates created by you or your colleagues. Hover over a template to see its device type or target country (if applicable). Or, click a template to see even more information, including a description, question previews, and more:

<figure><img src="https://3976082747-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIKfn7RcT4CW9XaIbqAdd%2Fuploads%2FlvQPqZIM8S7pFIVqpbKz%2FScreenshot%202026-09-17%20at%2012.52.28%E2%80%AFPM.png?alt=media&amp;token=c1f1b936-ab96-4f6d-9f26-971444531ecd" alt=""><figcaption></figcaption></figure>

If you have a draft template, you'll see that marked with a `Drafting` chip:

{% hint style="info" %}
**Note:** Only you can see your drafted templates. Templates only become available to others on your Dscout account once you've saved them.
{% endhint %}

<figure><img src="https://3976082747-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIKfn7RcT4CW9XaIbqAdd%2Fuploads%2FG2Rsv0ND149Tud4JBxzc%2FTemplate_library%20(1).jpg?alt=media&amp;token=4e1b41f5-1911-432b-9255-6050626ff353" alt=""><figcaption></figcaption></figure>

To continue drafting your template, click the template to open its preview modal, then click **Continue drafting**.

And for templates you've created, you can access these **Options** directly from the template library:

{% hint style="info" %}
**Note:** Admins in a Dscout account can access these options for all templates, regardless of creator.
{% endhint %}

* Edit template.
* Edit settings.
* Duplicate template.
* Copy link.
* Delete.

<figure><img src="https://3976082747-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIKfn7RcT4CW9XaIbqAdd%2Fuploads%2FXXoO91gFTayDkbRdxMwD%2FTemplate_library%20(2).jpg?alt=media&amp;token=e51b5b52-a7e8-4c00-98c6-581d4ce97b50" alt=""><figcaption></figcaption></figure>

For more on building, editing, and using templates, see:

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Create a template</td><td><a href="/study-basics/study-templates/create-a-template.md">Create a template</a></td></tr><tr><td>Edit a template</td><td><a href="/study-basics/study-templates/edit-a-template.md">Edit a template</a></td></tr><tr><td>Build from a template</td><td><a href="/study-basics/study-templates/build-from-a-template.md">Build from a template</a></td></tr></tbody></table>


---

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