GUIDE STATUS: IN REVIEW
- Navigate to a page in which you want to create a template. This can be a project, project task, incident, etc.
- On the bottom of the window, click on the + button. This button is located on the template bar.
- You might have some fields become auto-populated from the current project you are looking at. Go ahead and remove all of them by clicking on the X buttons.
- Your project template page should look like this:
The fields that are shown are used to describe the template you are creating. NOT information that will be auto-populated. Fill out the template description as guided by this chart:
TEMPLATE DESCRIPTIONS
Field Function Name The name of the template. Active Leave this checked. Show on template bar Displays the template on the bottom template bar for future use. Short description Describes what this template is used for. Type of projects it is relevant for. - To add auto-populated fields, click on choose field and search for the field to be automated.
- Click on the field you want and input what value it should take.
- Repeat Steps 6 and 7 until you have all desired fields filled out.
- Once you have input all fields, click on Submit to save your work.
- To use your new template (and have selected "Show on template bar"), click on it and fields will be auto-populated.
Update Log
| Updated By | Date | Notes |
|---|---|---|
| Alexander Braxton Awest | Initial Creation and first draft complete. |