--- title: How to create or switch a One Page Plan Template? description: When working with One Page Plan templates, it's best practice to save your current plan as a template once you’re satisfied with its setup. This ensures you can reuse your customized plan in the futur --- [Skip to content](https://metronome.help/change-one-page-plan-template-to-another#main-content) English Show submenu for translations [![metronome-icon (1)](https://metronome.help/hubfs/metronome-icon%20(1).svg)](https://metronomesoftware.com/) - Metronome Software Help Centre Open main navigation Close main navigation - Metronome Software Help Centre - English Show submenu for translations - [Send us a Support Ticket](https://share.hsforms.com/1jqjL2zbgRnKCmZLyPhVt5gny508) [Send us a Support Ticket](https://share.hsforms.com/1jqjL2zbgRnKCmZLyPhVt5gny508) What do you need help with? - There are no suggestions because the search field is empty. 1. [Metronome Software Help Section](https://metronome.help/?hsLang=en) 2. [One Page Plan](https://metronome.help/one-page-plan?hsLang=en) 3. [Template Management](https://metronome.help/one-page-plan?hsLang=en#template-management) # How to create or switch a One Page Plan Template? When working with One Page Plan templates, it's best practice to save your current plan as a template once you’re satisfied with its setup. This ensures you can reuse your customized plan in the future. ### Creating a Template Follow these steps to create and apply a One Page Plan template: ### Step 1: Save Your Existing Plan as a Template 1. Click on **"...More"** in the upper-right corner of the screen. ![Screenshot 2023-02-13 102201](https://metronome.help/hs-fs/hubfs/Screenshot%202023-02-13%20102201.jpg?width=688&height=321&name=Screenshot%202023-02-13%20102201.jpg) 2. From the drop-down menu, select **"Save as Template."** **![Screenshot 2023-02-13 102530](https://metronome.help/hs-fs/hubfs/Screenshot%202023-02-13%20102530.jpg?width=207&height=252&name=Screenshot%202023-02-13%20102530.jpg)** 3. In the **Create New Template** pop-up window, name your template (e.g., by period or a custom name) and click **Save.** **![Screenshot 2023-02-13 103612](https://metronome.help/hs-fs/hubfs/Screenshot%202023-02-13%20103612.jpg?width=688&height=194&name=Screenshot%202023-02-13%20103612.jpg)** ### Step 2: Delete the Existing Plan 1. Once your plan is saved as a template, you’ll need to delete the current One Page Plan to start fresh. 2. Click on **"...More"** in the upper-right corner again and select **"Delete One Page Plan."** **![Screenshot 2023-02-13 105007](https://metronome.help/hs-fs/hubfs/Screenshot%202023-02-13%20105007.jpg?width=203&height=251&name=Screenshot%202023-02-13%20105007.jpg)** ### Step 3: Apply the Template 1. With a blank canvas, click **Add Plan.** **![Screenshot 2023-02-13 105226](https://metronome.help/hs-fs/hubfs/Screenshot%202023-02-13%20105226.png?width=688&height=443&name=Screenshot%202023-02-13%20105226.png)** 2. In the **Add Plan** pop-up window, select your desired template from the drop-down menu. ![Screenshot 2023-02-13 105434](https://metronome.help/hs-fs/hubfs/Screenshot%202023-02-13%20105434.jpg?width=688&height=184&name=Screenshot%202023-02-13%20105434.jpg) ### Step 4: Review and Populate Components - **Auto-populated sections:** Metrics, Quarterly Priorities, and Rolling Metrics will automatically populate into your new plan. Core Values previously entered will also be included. - **Manually added sections:** For other components, copy and paste any content from the template you saved. --- ### Switching Between Templates To explore or switch between templates, follow these steps: 1. Click on **"...More"** in the upper-right corner. 2. From the drop-down menu, select **"Templates."** **![OPPScreenshot 2023-02-13 125439](https://metronome.help/hs-fs/hubfs/OPPScreenshot%202023-02-13%20125439.jpg?width=688&height=324&name=OPPScreenshot%202023-02-13%20125439.jpg)** 3. A list of available **Global Templates** and **saved templates** will appear. Click on any template to view its layout. ![Screenshot 2023-02-13 153255](https://metronome.help/hs-fs/hubfs/Screenshot%202023-02-13%20153255.jpg?width=377&height=313&name=Screenshot%202023-02-13%20153255.jpg) ### Returning to Your Original One Page Plan - To return to your original One Page Plan, click **"Return to One Page Plan"** in the upper-right corner. ![Screenshot 2023-02-13 153515](https://metronome.help/hs-fs/hubfs/Screenshot%202023-02-13%20153515.jpg?width=413&height=127&name=Screenshot%202023-02-13%20153515.jpg) --- This process helps you efficiently manage and switch One Page Plan templates while keeping your existing work organized and reusable. - [Setting up a New Company](https://metronome.help/setting-up-a-new-company?hsLang=en) - [Setting up a Coach Account](https://metronome.help/setting-up-a-coach-account?hsLang=en#main-content) - [Managing my Companies](https://metronome.help/setting-up-a-coach-account?hsLang=en#managing-my-companies) - [Subscriptions](https://metronome.help/setting-up-a-coach-account?hsLang=en#subscriptions) - 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