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How to add to the Product Library via Schedules
How to add to the Product Library via Schedules
Marguerite Callam avatar
Written by Marguerite Callam
Updated over 2 weeks ago

You can add products to your Product Library directly from your Schedules. This sends a copy of your products to the Product Library, so you can be specific, and control when this information is updated.

Updates made to products that exist in both your Schedule and Product Library are not linked, so any edits made in either area will not sync to the other. This is to prevent potential errors when making product changes in your Schedule across different projects. Remember to update your Product Library listing if the changes are universal.

Demonstration:


Instructions:

  1. In your Schedule, find a product that you would like to save to your Product Library

  2. Click the three dot menu at the end of the product row

  3. Select 'Add to Product Library' from the dropdown options

  4. To view your new product listing, head to 'Product Library' in the left-hand navigation menu

Bulk add products to your Product Library:

  1. In your Schedule, find the products that you would like to save to your Product Library

  2. Hover to the left of the products in your Schedule to reveal their checkboxes

  3. Multi-select all of the products you'd like to add to your Product Library

  4. Select the 'Action' button in the top right of your Schedule

  5. Select 'Add to Product Library' to add all those selected directly to your Product Library

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