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There are three ways to use a template to create a new takeoff on a project:
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Create a takeoff from the templates panel
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Choose the takeoff that you want to link to your template and click on the icon beside the name of the takeoff in your “Takeoff properties”
Click on “Link to a template” in the new menu that opened
Open the “Sample Templates” folder by clicking on it
Open the folder the template you want to use is in
Select the template of your choice
Remove or add a check mark in the box beside “Overwrite takeoff properties with template properties” at the bottom of the window depending on what you want
Click on the yellow button “Link to template” and your takeoff will automatically associate to your selected template
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