--- title: "Assessments: Templates Catalog" description: New browsable catalog of expert-built templates, designed for you to customize and reuse. --- [Skip to content](https://docs.mineos.ai/knowledge/assessments-templates-catalog#main-content) [![Mine](https://docs.mineos.ai/hs-fs/hubfs/Frame%201948756858.png?width=62&height=40&name=Frame%201948756858.png)](https://docs.mineos.ai/knowledge) Open main navigation Close main navigation Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help center](https://docs.mineos.ai/knowledge) 2. [Data Inventory](https://docs.mineos.ai/knowledge/data-inventory) 3. [Activities](https://docs.mineos.ai/knowledge/data-inventory#activities) # Assessments: Templates Catalog ## Jumpstart assessments with a new browsable catalog of expert-built templates, designed for you to customize and reuse. ### What You Can Do Here - Browse a gallery of expert-built MineOS templates - Preview templates before using them - Save and customize templates for your workspace - Create new assessments from your saved templates - Save an existing assessment as a new template for reuse   ### Features #### The Templates Catalog The new Templates page provides a centralized catalog for discovering and managing all assessment templates. - **Template Gallery:** A visual gallery at the top of the page showcases MineOS's library of pre-built, expert templates. - **Your Templates:** Below the gallery, a list displays all the templates you have saved to your workspace. This is where you will manage your custom templates and create assessments from them. [![Reference image](https://mineos.intercom-attachments-1.com/i/o/lxjtuxh8/1878345684/8dbfff3c74bcc92242efa66cda27/7169768d-a03f-4169-b3fd-a3bfc7e934ae.jpg?expires=1765864800&signature=9fb0c4379dfc3271f16ab40eca291a32b21768691aa8551bf4902e69c82c4517&req=dSggHsp6mIdXXfMW3nq%2BgRlNnC5KiEQ2pmVxuaJfP8idPHPqaejRM1QkBtcs%0ArkLSKoFwFJmtpqGif7CvmWgd3C0%3D%0A)](https://mineos.intercom-attachments-1.com/i/o/lxjtuxh8/1878345684/8dbfff3c74bcc92242efa66cda27/7169768d-a03f-4169-b3fd-a3bfc7e934ae.jpg?expires=1765864800&signature=9fb0c4379dfc3271f16ab40eca291a32b21768691aa8551bf4902e69c82c4517&req=dSggHsp6mIdXXfMW3nq%2BgRlNnC5KiEQ2pmVxuaJfP8idPHPqaejRM1QkBtcs%0ArkLSKoFwFJmtpqGif7CvmWgd3C0%3D%0A)   #### Using MineOS Templates MineOS templates are designed to be a starting point. You must save a copy to your workspace before you can use it. 1. Find a template in the **Template Gallery** and click **'See preview'** to review its content. 2. In the preview window, click **'Save as template'**. This adds a customizable copy of the template to the **'Your templates'** list. 3. You can now use your saved template to create assessments or edit it to fit your needs. [![Reference image](https://mineos.intercom-attachments-1.com/i/o/lxjtuxh8/1878345720/9e25fd9daa9db941a1343ae9734c/e0edd95d-4d5d-4f47-8387-b7708bb3f064.jpg?expires=1765864800&signature=46a10358dd9fc3d16a82b6c70691ce357be908c69554a5a541c381522d6d09f5&req=dSggHsp6mIZdWfMW3nq%2BgRdfXUGpSrsndTCY5rgjBJKVGcqVBW2PJxYJBDOi%0Afu6xOz2JYWrcUYnBab7jpQL1g4A%3D%0A)](https://mineos.intercom-attachments-1.com/i/o/lxjtuxh8/1878345720/9e25fd9daa9db941a1343ae9734c/e0edd95d-4d5d-4f47-8387-b7708bb3f064.jpg?expires=1765864800&signature=46a10358dd9fc3d16a82b6c70691ce357be908c69554a5a541c381522d6d09f5&req=dSggHsp6mIZdWfMW3nq%2BgRdfXUGpSrsndTCY5rgjBJKVGcqVBW2PJxYJBDOi%0Afu6xOz2JYWrcUYnBab7jpQL1g4A%3D%0A) **Important:** You cannot create an assessment directly from a pre-built MineOS template. You must first save it to 'Your templates'. This ensures you always start with a version you can control and customize.   #### Managing Your Templates For any template in the **'Your templates'** list, you can perform several actions: - **Create assessment:** Start a new assessment using that template. - **Preview:** View the template's structure and content. - **Edit template:** Make changes to your saved version of the template. - **Duplicate:** Create another copy of the template in your workspace. - **Delete:** Permanently remove the template from your workspace.   #### Save an Assessment as a Template If you have created an assessment that you want to reuse, you can save its structure as a new template. - While viewing or editing any assessment, use the **'Save as template'** option. - This captures the assessment's questions and structure into a new, reusable template that will appear in your **'Your templates'** list.   ### Best Practices - **Customize Before You Scale:** Always save a MineOS template to your workspace and make any necessary edits *before* creating assessments from it. This ensures consistency and reduces the need for rework later. - **Templates are for the Future:** Remember that editing a template only affects **new assessments** created from it. Changes will not automatically update assessments that were already created.   ### Troubleshooting **I edited a template, but my existing assessments did not change** - **Cause:** Template edits do not apply retroactively to assessments that have already been created. This is by design to prevent unintended changes to in-progress or completed records. - **Fix:** To use the updated template, you must create a new assessment. 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