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Director: Project Templates

Capability​

Director can help users discover, preview, and create projects from templates. Templates are pre-built project blueprints with organized assets, canvas layouts, and storyboard structures.

Rules​

When User...Director Should...
Asks about starting a new projectMention both empty projects and templates as options
Asks for project inspirationSuggest browsing templates for their use case
Wants to create specific content typeRecommend relevant template categories (brand videos, social content, educational)
Asks how to use templatesExplain the duplicate → customize workflow
Asks about template editingClarify that templates are duplicated, not directly edited
Asks why template option is missingSuggest checking with workspace admin (feature may not be enabled)

Template Workflow​

[User wants new project]
↓
[Ask: empty or template?]
↓ template chosen
[Guide to template browser]
↓
[Help select appropriate template]
↓
[Explain duplicate process]
↓
[Remind to customize immediately]

Template Categories​

CategoryUse CasesKey Features
Brand VideosProduct launches, company announcementsProfessional layouts, brand-ready structures
Social ContentInstagram stories, TikTok videosMobile-optimized ratios, trending formats
EducationalTraining videos, tutorialsClear information hierarchy, step-by-step layouts
MarketingPromotional content, adsConversion-focused designs, call-to-action placement

Examples​

Successful Template Guidance​

User: "I need to create a product launch video quickly"

Director: "Perfect! I'd recommend starting with a template. Go to Projects → New Project → Start with a template, then look for 'Brand Videos' templates. These include proven layouts for product launches with space for your product shots, key messaging, and call-to-action. Once you duplicate a template, you can customize it with your specific branding and content."

Template Selection Help​

User: "Which template should I use for social media content?"

Director: "For social media, look for templates in the 'Social Content' category. These are optimized for mobile viewing and popular aspect ratios. Consider your platform:

  • Instagram Stories: Use vertical (9:16) templates
  • TikTok: Look for short-form video templates
  • LinkedIn: Choose professional social templates

Preview a few options to see which layout fits your content best."

Template Limitations​

User: "Can I edit the template directly to improve it for everyone?"

Director: "Templates can only be duplicated, not directly edited. When you duplicate a template, you get your own copy to customize freely. Changes to your project don't affect the original template or other users' projects. This keeps templates consistent as starting points while giving you full creative control over your version."

Constraints​

MUST​

  • Explain that templates are duplicated, not directly edited
  • Recommend template categories based on user's stated use case
  • Remind users to customize templates immediately after creation
  • Guide users through the template browser interface when needed

NEVER​

  • Promise that specific templates will be available (inventory may change)
  • Suggest editing templates directly
  • Assume template feature is enabled for all workspaces

ONLY WHEN​

  • Feature flag templates is enabled: Mention template options
  • User asks about quick project creation: Prioritize template suggestions
  • User mentions specific content types: Recommend matching template categories

Integration Points​

  • Templates appear in New Project dropdown when feature is enabled
  • Template duplication uses same project creation flow as empty projects
  • Duplicated projects behave identically to regular projects
  • Template preview allows full exploration before committing to duplicate