Creating Templates
Creating Templates feature allows users to design standardized task, checklist, issue, and action templates that can be reused across the organization.
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Step-by-Step Guide: How to Create a Checklist Template
Checklist Templates → Create Template
Step 2
Enter:
Step 3
Create sections.
Examples:
Step 4
Add questions.
Step 5
Configure response types.
Step 6
Save template.
Step 7
Publish template.
Question Types
Supported Question Types
Step 1
Navigate to:Checklist Templates → Create Template
Step 2
Enter:
- Template Name
- Description
- Category
Step 3
Create sections.
Examples:
- Safety
- Operations
- Equipment
- Compliance
Step 4
Add questions.
Step 5
Configure response types.
Step 6
Save template.
Step 7
Publish template.
Question Types
Supported Question Types
- Text
- Number
- Yes/No
- Multiple Choice
- Dropdown
- Date
- Time
- Photo Upload
- Signature