Applying status report templates

A status report template can be used in several ways: You can apply it to a status report that is already in progress, create a new status report directly from a template, or set a template as the default template for an entire project. To learn how to create, edit, or delete status report templates, see the article Managing Status Report Templates.

Applying a template to a status report

1. Open a status report that is still a draft (or save a new report as a draft).
2. Open the three-dot menu (...) and select Manage templates.
3. Select Browse templates.
4. Click Use template to apply the template directly - or click a template row to see more details about the template.

Creating a status report directly from a template

You can also start a new status report directly with a template, without first creating a draft:

1. In the status area, click New in the top right.
2. Select Browse templates and choose the desired template.

This lets You create a pre-structured report especially quickly, without having to open an empty draft first.

Setting a default template for a project

In the project settings, You can select a default template for new status reports. This is automatically applied to every newly created status report in the project, so each new report already has the predefined structure from the start.

1. Open the project settings.
2. Under Default template for new status reports, select the desired template.

In individual status reports, You can select a different template at any time or adjust the content.

Related articles

• Managing Status Report Templates