Templates Not Working by Default

@Jed thanks for clarifying. I think this behavior is by design.

  1. You either click the + to create a new Object and you start typing to populate the Object
  2. Or, you click the + to create a new Object and you change the Object Type (or, you select the Object Type that is your default) and then you get the question to select one or your templates if you have any for the selected Object Type.

I have in mind that this workflow is done this way to set you up with a new Object with as little friction as possible. There are a couple of things I can think of to improve this:

A. Add a row of buttons and/or hotkeys to select a template if there is any, like this

image

B. Allow the user to right click the + button to show the same little menu to select a template as when clicking “New” in a Set

image

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This might be partially solved by this FR, but I think they can complement each other: