Managing Scrivener Projects & Templates Pt. 1

Scrivener has been a key component to improving my productivity this year. I’ve recently written about various uses for Scrivener such as blog posts, newsletters and even template email messages. Additionally, I’ve shared about using Scrivener templates including some resources for these. In this post I want to delve deeper into template creation and usage. By next week, I intend to create a basic template that I can post for download on my website that I hope may be useful.

Why Use Scrivener Templates

Templates are used for quickly creating projects by type so that you don’t have to configure your new projects from scratch each time you create one. Using templates can be a time saver that allows writers of all kinds to tap their creativity almost immediately. This is important since spending time on minute details can undermine your writing with distractions.

There are several ways you can approach creating a template. If you want something for your most common type of writing then you might want to create a template. For instance, if you write short stories, there is already one in Scrivener. However, I’ve downloaded one specific for speculative fiction that’s geared towards magazine markets that are accepted by SFWA. In this case, the template has common traits expected for submission to these short fiction markets which is a great help. I don’t need to think about the specifics of manuscript format so I can get down to business. In this kind of template usage each short story is created as an individual project.

However, if you are working on a larger project of repetitive actions – such as blogging or a regular newsletter – you may want to have a template that covers the whole year. In such a template you can create individual blog posts or newsletter volumes by adding folders and sub-folders in the binder as you go. The point here is saving time by avoiding creation of whole new, blank projects and then trying to keep up with them. Instead, all your blogs, newsletters, etc, are organized in one macro-project.

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Compiling Individual Projects in a Macro-Project

How are these individual projects compiled instead of compiling the whole project? Here are the basic instructions:

1. Click File to expand the menu.

2. Click Compile to open the Compile window:

Scrivener Compile Screenshot

3. From here I can choose an individual blog to compile by de-selecting everything but the blog I’m currently publishing.

4. Next choose the formatting by clicking the “Compile For:” menu. For a blog post you might choose an html format:

Scrivener Format Screenshot

5. Now you click compile to proceed with completion of the function (and yes, I’m compiling this post when completed).

This is particularly helpful if you want to organize your projects differently. Let’s go back to the short story template. You could organize one large project for all your short stories so that all of them are together. Compiling one folder or text container allows you to prepare one story at a time for submission or posting somewhere.

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Creating a Template in Scrivener

Creating a template is a rather simple matter for those who haven’t done so yet. Here are the basic instructions:

1. Open a new project and name it.

2. Since you are making a project you will configure it how you want.

3. Once you have the template setup to the basic configuration you want it is ready to save.

4. Click File and then on “Save As Template…” and proceed to create the template.

Scrivener Template Save Screenshot

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Importing Templates into Scrivener

Once you’ve created your template you then need to import the template. Here are those instructions:

1. Click on File and then New Project to get the appropriate window.

2.Click on the Options menu in the lower left of the pane and choose “Import Templates…”

Scrivener Import Template Screenshot

3. As part of the import process you have the options to choose what category the template should be place in as well as an associated image for the template.

So these are the instructions for compiling individual projects, creating templates and importing templates in Scrivener. For more information consult the Help menu.

Next week, I hope to have completed a template or two to begin sharing for download for those interested. Check back for the post.

Are you using Scrivener and templates? What templates have you created and why? Please share your thoughts and ideas in the comments section.


To find out more about The Bow of Destiny, click over to one of these online retailers:

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IMG_4154-EditAbout the Author

P. H. Solomon lives in the greater Birmingham, AL area where he strongly dislikes yard work and sanding the deck rail. However, he performs these duties to maintain a nice home for his loved ones as well as the family’s German Shepherds. In his spare time, P. H. rides herd as a Computer Whisperer on large computers called servers (harmonica not required). Additionally, he enjoys reading, running, most sports and fantasy football. Having a degree in Anthropology, he also has a wide array of more “serious” interests in addition to working regularly to hone his writing. The Bow of Destiny is his first novel-length title with more soon to come.

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Screenshots from my blog project

Just as a note: I am not affliated with Scrivener in any official capacity. For support questions, pricing and other concerns please contact the vendor.

 

 

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22 comments

      1. Shirley, thanks for visiting today. I’m glad you liked the information. I hope the surprise tour went well this week. I’ve rather busy with work so I haven’t interacted as much as I’d like this week.

        Like

  1. The interactions on the different sites went very well. Your support is very much appreciated. Sometimes we won’t know the impact of the tour until much later. Its all just so amazing and a real surprise. Thank you so much.

    Liked by 1 person

  2. I’ve used Scrivener for several projects and have come to appreciate its power although I have much to learn. I haven’t found a reason to use a custom template but I have wanted to modify the standard ones. I’d like to change the default font and paragraph formats for new documents but haven’t found a way to do it. Should I create a template? BTW I enjoy your blog.

    Liked by 1 person

    1. Thanks for commenting, David. I’m glad you like the blog. For the formats first create document format templates in a blank project. Then create the project template. Remember to make all you base settings changes to the blank project. Here’s how to create document templates: http://wp.me/p4Dre5-ahv I have other posts on managing document templates.

      Liked by 1 person

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