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Manage templates

This page is a partial guide. See What's not in this guide.

Create the report templates people fill out in projects. This is a web Admin task.

Who can do this​

Administrators who can open Admin → Templates.

Steps — Web​

  1. Select Admin → Templates.
  2. Select Create New Template (wizard title may show Create Step Template).
  3. Build the steps and questions. Use Import Steps when you are importing step content in the wizard.
  4. Save the template, then assign it to projects that need it (via project administration).

What happens next​

Users can start reports from Reports or from task requirements that reference the template.

What's not in this guide​

The web guide does not walk through every question type or wizard screen. Use the controls in Create New Template / Create Step Template. This page does not invent those admin steps.