Insert a Formatting Template
Objective
To insert a formatting template on your Training Center page.
Background
Training Center Editors can use pre-set formatting templates for easy content organization. The formatting templates are callout boxes for highlighting key information and include icons and color aspects. They include the function to customize the text within so you can convey a key message and enhance visual consistency across a Training Center.
Some reccommended uses are highlighted below, see Template Examples.
Things to Consider
Formatting templates named "Limited Release", "Coming Soon", or "In Beta" are used when a functionality is still being tested in the Procore application and may not be available to all users.
Warning
Not all templates will be visible to Training Center Editors and Users, if added to a page.
Any template that includes the word "superuser" in its title is intended for Procore internal employees ONLY.
If a Training Center Editor adds a "superuser template" option to a page, it will not be visible after saving that page.
Template Examples
Here are examples of templates that can be used to generate increasing measures of awareness and alert for your users.
- Notes and Tips are helpful for calling out ways that may benefit a process. These are the most commonly used formatting templates.
- Caution and Warnings are helpful for calling out what may be harmful to a process or what must be completed before proceeding.
Note Example
Note
This is a note callout.Tip example
Tip
This is a tip callout.
caution example
Caution
This is a caution callout.warning example
Warning
This is a warning callout.IOS/Web Link Example
Also available on 
- This is an icon grouping. Used to note availability of tutorials specific to mobile app or web function.
IOS/Android Link Example
Also available on 
- Another icon grouping. Used to note availability of tutorials specific to Procore's iOS or Android apps.
Steps
- Navigate to the page you want to insert a formatting template to.
- Click Edit and select Edit Live.
- Place your cursor where you want the formatting template to be.
- Click on the Elements drop down and select Templates.
- Choose a template from the drop down list and click Insert Template.
- Customize the text of the template as needed.
- Click Save.