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Work with Templates

Learn how to create and use reusable templates to maintain visual consistency and speed up diagram creation

featuresintermediate⏱️8 min
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Learn how to create and use reusable templates to maintain visual consistency and speed up diagram creation

Work with Templates

Templates are reusable presets for nodes with predefined styles, colors, and icons. They help maintain visual consistency across your diagrams and dramatically speed up creation of complex architectures.

Templates = Reusable Styles

🎨 Think of templates like CSS classes: Define a style once, apply it to many elements. Change the template, and all nodes using it update automatically!

Key Capabilities

Custom Presets

Create node presets with predefined styling

Quick Application

Apply templates to new or existing nodes instantly

Bulk Updates

Update multiple nodes by editing the template

Visual Consistency

Maintain consistent visual language across all diagrams

Core Concepts

What Are Templates?

Templates are reusable node configurations that define the appearance and default properties of architectural components. They're like style presets that you can apply with a single click.

Template Components

Label Patterns

Default naming conventions or prefixes for consistency

Colors

Background and text colors that categorize components

Icons

Visual identifiers for quick recognition

Font Sizes

Text sizing presets for hierarchy

Descriptions

Default documentation text templates

💡 The Web Design Analogy

Templates are like CSS classes for architecture diagrams - define once, apply everywhere, update globally!

What happens when you edit a template?

Only new nodes get the changes
All nodes using that template update automatically
Nothing happens
You need to manually update each node

Why Use Templates?

Consistency Benefits

All nodes of the same type look identical

Team members use the same styling conventions

Diagrams have a professional, organized appearance

Visual patterns emerge that aid comprehension

Efficiency Benefits

10x Faster Creation

Create styled nodes with one click instead of manual styling

Zero Manual Styling

No need to manually style each node individually

Bulk Updates

Change hundreds of nodes by editing one template

Organization Benefits

Quick Identification

Instantly identify component types by color and icon

Visual Hierarchy

Maintain clear visual hierarchy across diagrams

Pattern Enforcement

Enforce architectural patterns and conventions

🚀 Productivity Boost

Real-world impact:

  • Small team: Save 30-50% diagram creation time
  • Large team: Ensure everyone follows same conventions
  • Complex diagrams: Update 100+ nodes in seconds by editing one template

Which is NOT a benefit of using templates?

Faster diagram creation
Consistent visual styling
Nodes cannot be customized anymore
Easier bulk updates
Step-by-Step Guides

Creating Templates

Opening the Template Dialog

Method 1: Side Navigation

Click "Templates" in the side navigation, then "New template"

Method 2: Command Palette

Use Cmd/Ctrl + K and search for "Create template"

Configuring Template Properties

•

**Name**: Give it a descriptive name (e.g., "Database", "API Service", "Frontend")

•

**Description**: Explain what this template represents and when to use it

•

**Color**: Choose a background color that categorizes the component type

•

**Icon**: Select an icon for visual identification (optional but recommended)

•

**Font Size**: Set default text size for this component type

•

**Click "Create"**: Save the template to make it available

📝 Naming Tips

Template naming best practices:

  • ✅ Be specific: "PostgreSQL Database" vs. "Database"
  • ✅ Use categories: "Backend - API Service"
  • ✅ Include technology: "React Component", "Node.js Service"
  • ✅ Keep it short: Aim for 2-4 words

Which is the best template name?

Node
Blue Thing
PostgreSQL Database
Component123

Using Templates

Creating Nodes from Templates

•

Open the Templates panel (click "Templates" in sidenav)

•

Click on any template card

•

A new node appears with the template's styling

•

Edit the label to customize the node name

⚡ Speed Boost

One-click creation: Instead of creating a node, then selecting it, then styling it, then adding an icon... you just click the template! Everything is styled instantly.

Applying Templates to Existing Nodes

•

Select one or more nodes (Shift + Click for multiple)

•

Open the Templates panel

•

Click "Apply to selected" on any template

•

Selected nodes instantly adopt the template's styling

🎯 Bulk Operations

Bulk styling made easy:

  • Select 10 nodes representing databases
  • Apply "Database" template to all at once
  • All 10 nodes instantly get consistent styling
  • No manual work required!

Important to Remember

Templates Don't Lock Nodes

After applying a template, you can still customize individual nodes

Templates Are Starting Points

Use templates for initial styling, then adjust specific nodes as needed

Node Independence

Customizing one node doesn't affect others using the same template

Managing Templates

Editing Templates

•

Open the Templates panel

•

Find the template you want to edit

•

Click the edit icon (pencil)

•

Modify properties (color, icon, font size, etc.)

•

Save changes

Bulk Update Power

⚠️ Powerful feature alert: All nodes using this template will update automatically! This is great for consistency but be careful with heavily-used templates.

You have 50 nodes using the "API Service" template. You edit the template to change the color from blue to green. What happens?

Only new nodes will be green
All 50 existing nodes turn green automatically
You must manually update each node
Nothing happens

Deleting Templates

•

Open the Templates panel

•

Click the delete icon (trash) on a template

•

Confirm deletion

🛡️ Safe Deletion

Nodes created from the template keep their styling even after template deletion. Deleting a template only removes the preset, not the nodes.

Template Organization

Group similar templates (all databases together, all services together)

Use consistent naming patterns across templates

Delete unused templates to keep the panel clean and focused

Create 5-10 core templates at project start

Add specialized templates as needed during development

Reference Material

Best Practices

Create templates for frequently used component types before building diagrams

Use color coding: Blue for services, Green for databases, Orange for external APIs

Include technology names in template labels for clarity (e.g., "Redis Cache")

Start projects by defining 5-10 core templates as a foundation

Update template definitions rather than individual nodes for consistency

Document template purpose in the description field for team clarity

Use icons to make templates instantly recognizable in the panel

🎨 Color Coding Guide

Recommended color scheme: 🔵 Blue: Backend services, APIs, microservices 🟢 Green: Databases, data stores, caches 🟠 Orange: External APIs, third-party services 🟣 Purple: Frontend applications, web/mobile apps 🔴 Red: Critical infrastructure, monitoring, alerts ⚫ Gray: Utilities, helpers, infrastructure components

Common Use Cases

Standardizing microservice representations across multiple diagrams

Creating consistent database node styling for different DB types

Defining external API vs. internal service visual differences

Setting up frontend component styling standards (React, Vue, Angular)

Establishing team-wide diagram conventions for onboarding

Speed up creation of large architecture diagrams (100+ nodes)

Keyboard Shortcuts

Template Shortcuts

Open command palette to create template

Cmd+K

Open command palette to create template

Ctrl+K
UI Elements

Interface Guide

Templates Button

Side navigation (left sidebar) - Opens the templates panel to view and manage all templates

New Template Button

Templates panel - Creates a new template with custom properties

Template Card

Templates panel - Click to create a node using this template

Apply to Selected

Template card - Applies template styling to currently selected nodes

Edit Icon

Template card - Opens template editor to modify properties

Delete Icon

Template card - Removes template from panel (nodes keep styling)

Continue Learning

Template Master! 🎨

You now know how to create reusable templates to build consistent, professional diagrams in a fraction of the time!

🎉 Congratulations!

What you've mastered: ✅ Creating custom templates with colors, icons, and properties ✅ Using templates to create styled nodes instantly ✅ Applying templates to existing nodes (bulk styling) ✅ Editing templates to update all nodes at once ✅ Managing and organizing your template library ✅ Best practices for naming and color coding

Pro tips to remember:

  • Create templates before building large diagrams
  • Use color coding for instant visual categorization
  • Edit templates for bulk updates across all nodes
  • Start with 5-10 core templates then add as needed
6 of 10

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On This Page

IntroductionUnderstanding TemplatesWorking with TemplatesQuick ReferenceNext Steps