Overview
Templates save a chart's full configuration for instant recall; workspaces save the entire screen layout — every tab, tab group and window arrangement — as one loadable unit. This video covers both, plus hotkeys and how to share them with other traders.
What's covered
- Save a template — configure a chart the way you want, then add it as a new template and name it. The template stores the chart's full configuration, so loading it later brings the whole setup back instead of rebuilding it.
- Organize templates into folders — group templates under a folder name (e.g., "Bybit BTC templates") to keep the templates panel usable once you have more than a handful.
- Assign a hotkey (0–9) — bind any template to a number key, and that key loads it instantly without opening the templates panel first.
- Load Template vs. Load Colors — Load Template applies a template's full configuration; Load Colors applies only its color scheme to whatever you're currently looking at, so you can match color schemes across different chart setups without changing anything else.
- Save a template to disk — exports the template as an .etp file, which you hand to another trader.
- Clone a template — duplicates an existing template so you can tweak the copy and leave the original as is.
- Delete a template — removes a template from the panel when you no longer need it.
- Import a template — brings a template in from a file or directly from your Exocharts Web account.
- Templates built on an unsupported market — one caution from the video: a template built on a market that's no longer supported (the presenter's example was FTX) will fail to import cleanly, so rebuild it on a live exchange connection instead.
- Save a workspace — a workspace captures your entire multi-chart, multi-tab layout, including tab groups, as one unit, so loading it restores the whole screen arrangement rather than a single chart.
- Switch, overwrite or delete workspaces — you can move between saved workspaces, overwrite one with your current layout to update it, or delete it outright.
- Export and import a workspace — writes the workspace out to a file so another trader can load your exact setup, and reads one back in the same way.
- Check the look-back period before sharing a workspace — a workspace with a very long look-back period can be heavy to load on a less powerful machine than the one it was built on; keep that in mind before sending yours to someone else.