> 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/create-a-template.md).
# Create a template
{% 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 %}
You can create a template from scratch, or from an existing screener or study.
{% hint style="info" %}
Only **Account Owners**, **Admins**, and **Editors** can create new templates. **Collaborators** can use templates to build new screeners and studies, but can't create new templates. For more information, see [User roles and permissions](/getting-started/dscout-quickstart-guide/user-roles-and-permissions.md).
{% endhint %}
### Create a template from scratch
In the template library, click **Create a template**, then choose what it should hold: a **screener**, a **study**, or both (**study with screener**). Each option opens a short, guided flow.
{% hint style="info" %}
On the first screen of each flow, you can also click **Duplicate an existing template** to start from a template you already have instead of a blank one.
{% endhint %}
{% tabs %}
{% tab title="Screener" %}
{% stepper %}
{% step %}
Select **Template library** in the left navigation sidebar.
{% endstep %}
{% step %}
Click **Create a template**, then select **Screener**.
{% endstep %}
{% step %}
Choose a **screener type** and a **participant source**:
**Auto-recruit screeners** must be paired with a study and can automatically fill your study from the following sources:
* **Dscout's Scout Panel**.
* **Dscout's Partner Panels**.
**Standalone screeners** run independently, without being attached to a study, and let you review applicants and handpick who moves forward from the following sources:
* **Dscout's Scout Panel**.
* **Dscout's Partner Panels**.
* **Invite your own participants**.
Then, click **Next**.
{% endstep %}
{% step %}
On **Choose a template type**, select **Standard**, then click **Next**.
{% hint style="info" %}
**Note: Smart** templates are coming soon for use with Dscout AI. For more information, contact your Dscout Account Director.
{% endhint %}
{% endstep %}
{% step %}
(Auto-recruit from the Dscout Panel only) Choose a **target country**. Click **Next**.
{% endstep %}
{% step %}
Give your template a name, then click **Create template** (or **Skip for now**). Your template opens in the builder.
{% endstep %}
{% step %}
Add your screener questions and targeting attributes. Then, click **Save template...** A confirmation modal is displayed.
{% endstep %}
{% step %}
Confirm or enter a template **name** and **description**. Then, select a save location:
* **Workspace:** Available only in your selected workspace.
* **Account:** Available in all workspaces across your overall Dscout account.
{% endstep %}
{% step %}
Click **Save template**.
{% endstep %}
{% endstepper %}
Now, your template is saved to the template library. Here, you and your colleagues can use it to build new screeners. For more information, see [Build from a template](/study-basics/study-templates/build-from-a-template.md).
{% endtab %}
{% tab title="Study" %}
{% stepper %}
{% step %}
Select **Template library** in the left navigation sidebar.
{% endstep %}
{% step %}
Click **Create a template**, then select **Study**.
{% endstep %}
{% step %}
Choose a study type: **usability test**, **media survey**, or **AI moderated study** (if enabled). Then, click **Next**.
{% hint style="info" %}
To build an intercept study template, select **Study with screener** instead.
{% endhint %}
{% endstep %}
{% step %}
On **Choose a template type**, select **Standard**, then click **Next**.
{% hint style="info" %}
**Note: Smart** templates are coming soon for use with Dscout AI. For more information, contact your Dscout Account Director.
{% endhint %}
{% endstep %}
{% step %}
Choose a device: **Desktop**, **Mobile**, or **Choose during study setup** (which lets you choose a device type when building a study from the template). Then, click **Next**.
{% hint style="info" %}
**Note:** If you select **Choose during study setup**, you won't be able to preview this template, any card sort question you add can only use the **Closed** sort type, and the study's Chrome extension setting is locked.
When building from this template, you'll be prompted to select a device type. These settings will then reflect the options normally available for that device type.
{% endhint %}
{% endstep %}
{% step %}
(If applicable) Under **What do you want to test?**, select all that apply: **Prototype** (Figma or other), **Website** (or web app), **App** (native iOS or Android). Click **Next**. For more information, see [Recording options in a usability test](/usability-tests/what-are-usability-tests-in-dscout/device-and-recording-options-in-a-usability-test.md).
{% endstep %}
{% step %}
(If applicable) Choose a recording option: **Screen and camera** or **Screen only**. Click **Next**.
{% endstep %}
{% step %}
Give your template a name, then click **Create template** (or **Skip for now**). Your template opens in the builder.
{% endstep %}
{% step %}
Customize your study settings on the **Overview** tab and add your study questions on the **Study** tab (Usability test, Media survey, or AI moderator). Then, click **Save template...** A confirmation modal is displayed.
{% endstep %}
{% step %}
Confirm or enter a template **name** and **description**. Then, select a save location:
* **Workspace:** Available only in your selected workspace.
* **Account:** Available in all workspaces across your overall Dscout account.
{% endstep %}
{% step %}
Click **Save template**.
{% endstep %}
{% endstepper %}
Now, your template is saved to the template library. Here, you and your colleagues can use it to build new studies. For more information, see [Build from a template](/study-basics/study-templates/build-from-a-template.md).
{% endtab %}
{% tab title="Study with screener" %}
{% stepper %}
{% step %}
Select **Template library** in the left navigation sidebar.
{% endstep %}
{% step %}
Click **Create a template**, then select **Study with screener**.
{% endstep %}
{% step %}
Choose a study type: **usability test**, **media survey**, **intercept study**, or **AI moderated study** (if enabled). Then, click **Next**.
{% endstep %}
{% step %}
(All except intercept studies) Choose a **recruiting approach**:
* **Auto-recruit from the Dscout Panel:** Automatically fill your study with applicants from the Dscout Scout Panel.
* **Auto-recruit from Dscout's Partner Panels:** Automatically fill your study with applicants from the Dscout's Partner Panels.
* **Recruit from standalone screeners:** Manually add participants from an existing Dscout screener.
* **Invite your own participants:** Generate a share link or invite participants from Private Panels.
{% hint style="info" %}
**Note: Recruit from standalone screeners** and **Invite your own participants** will not include a screener directly in your template, but they will require this recruiting approach when this template is used.
{% endhint %}
Then, click **Next**.
{% endstep %}
{% step %}
On **Choose a template type**, select **Standard**, then click **Next**.
{% hint style="info" %}
**Note: Smart** templates are coming soon for use with Dscout AI. For more information, contact your Dscout Account Director.
{% endhint %}
{% endstep %}
{% step %}
(If applicable) Choose a **target country**. Then, click **Next**.
{% endstep %}
{% step %}
(If applicable) Choose a device: **Desktop**, **Mobile**, or **Choose during study setup**. Click **Next**.
{% hint style="info" %}
**Note:** If you select **Choose during study setup**, you won't be able to preview this template, any card sort question you add can only use the **Closed** sort type, and the screener's Chrome extension setting is locked.
When building from this template, you'll be prompted to select a device type. These settings will then reflect the options normally available for that device type.
{% endhint %}
{% endstep %}
{% step %}
(If applicable) Under **What do you want to test?**, select all that apply: **Prototype**, **Website**, **App**. Click **Next**.
{% endstep %}
{% step %}
(If applicable) Choose a recording option: **Screen and camera** or **Screen only**. Click **Next**.
{% endstep %}
{% step %}
Give your template a name, then click **Create template** (or **Skip for now**). Your study opens in the builder.
{% endstep %}
{% step %}
Customize your study settings on the **Overview** tab and add your study questions on the **Study** tab (Usability test, Media survey, or AI moderator). Then, click **Save template...** A confirmation modal is displayed.
{% endstep %}
{% step %}
Confirm or enter a template **name** and **description**. Then, select a save location:
* **Workspace:** Available only in your selected workspace.
* **Account:** Available in all workspaces across your overall Dscout account.
{% endstep %}
{% step %}
Click **Save template**.
{% endstep %}
{% endstepper %}
Now, your template is saved to the template library. Here, you and your colleagues can use it to build new studies. For more information, see [Build from a template](/study-basics/study-templates/build-from-a-template.md).
{% endtab %}
{% endtabs %}
### Create a template from an existing screener or study
If you have a screener or study you want to reuse or share with your team, you can save it as a template. Templates are then available from the template library or when creating a new study.
{% hint style="info" %}
**Note:** A screener or study must be in **Drafting** or **Closed** status to be saved as a template. You can't save a study that's currently launched.
{% endhint %}
{% stepper %}
{% step %}
In the screener or study you want to save, click the **More actions** icon in the top right corner.
{% endstep %}
{% step %}
Select **Save as template**.
{% endstep %}
{% step %}
Enter a template **name** and **description**. Then, select a save location:
* **Workspace:** Available only in your selected workspace.
* **Account:** Available in all workspaces across your overall Dscout account.
{% endstep %}
{% step %}
Click **Save template**.
{% endstep %}
{% endstepper %}
Now, the template is saved to your template library and available to you and your collaborators when creating new screeners or studies.
{% hint style="info" %}
**Note:** You can also save a screener or study as a template from its card on the project details page. Click the **Options** icon on the card, then select **Save as template**.
{% endhint %}
---
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