Table Templates

Overview

To save a table template, set up the table with the columns, filters and sorting you want → click Templates → Save → give it a Template Name, choose whether to share it or pin it, then click Save Template. You can apply, rename, update, share, pin or delete your templates any time from the same Templates list.

Save your table setup as a template

Set up the table how you want it

On any Keyhook list table, arrange the view you want to reuse: click Columns to show, hide, reorder or search the columns in the Configure Columns panel, then apply any filters, sorting or grouping on the table itself. A template captures this whole setup, not the data.

Open the Templates menu

Click the Templates button (top right of the table). The template list opens.

Start a new template

At the top of the list, click Save. The Save as Template window opens.

Name it and set the options

Enter a Template Name (required), then tick Shared with team to make it available to your whole agency, and Pin to toolbar for quick access to keep it one click away. Both start unticked by default (private, not pinned) — tick whichever you want.

Save

Click Save Template. The template is saved and immediately applied to the table.

Note: Ticking Shared with team publishes the template to everyone in your agency; leave it off to keep the template private to you.

Apply a saved template

Open the Templates list

Click the Templates button. Templates are grouped into Private (yours), Shared (your agency's), and System (Keyhook's built-in ones).

Pick a template

Click any template to apply its columns, filters, sorting and grouping to the table straight away. Choose System Default at the bottom of the list to return to Keyhook's standard layout.

Or use a pinned template

Templates you've pinned appear as quick buttons in the bar above the table — click one to apply it in a single step, without opening the list.

Note: Applying a template only changes how the table looks for you — it never changes the underlying records or anyone else's view.

Rename, update or delete a template

Open the template's menu

In the Templates list, click the three-dots icon on the right of the template you want to change. The full menu only shows on templates you own (your Private ones).

Rename it

Choose Rename, type the new name and press Enter.

Update what it captures

To overwrite a template with your current table setup, first arrange the table how you want it, then open the menu and choose Update. Use Duplicate instead to save a separate private copy.

Delete it

Choose Delete and confirm in the pop-up.

Note: Deleting a template is permanent — there's no undo. A shared template you delete disappears for everyone in your agency.

Share a template or pin it for quick access

Share or make private

In a template's three-dots menu, click Share to make it visible to your whole agency, or Make Private to pull it back to just you.

Pin or unpin

Click Pin to add the template to the quick-access bar above the table, or Unpin to remove it. You can pin your own, shared and System templates.

Reorder your templates

In the Private group, drag a template by its handle to change the order it appears in — both in the list and in the pinned bar.

Frequently asked questions

What does a template actually save?

The table's setup — which columns are visible and their order, plus any filters, sorting, grouping and page size. It doesn't save the rows themselves, so the template always shows current data.

Who can see a template I share?

Ticking Shared with team (or choosing Share from its menu) makes the template visible to everyone in your agency, under the Shared group. A private template is only visible to you. You can switch a template between the two at any time.

Can I edit the built-in System templates?

No — System templates and System Default can't be renamed, updated or deleted; you can only pin or unpin them. To make your own version, apply one, adjust the table, then click Save to save it as a new private template.

How do I change what a template captures after saving?

Apply the template, change the table's columns, filters or sorting, then open the template's three-dots menu and choose Update — this overwrites the saved setup with the current one.

How do I get the table back to normal?

Click Reset (top right of the table) or choose System Default from the Templates list to return to Keyhook's standard layout.