Status report templates

With status report templates you can prepare and reuse recurring text content and text blocks for status reports. A template stores the fields Description and Next Steps. Other fields such as status or progress must be set individually for each new report.

Apply a Template to a Status Report

1. Open a published status report or save a new report as a draft.
2. Click the ✨ icon.
3. Select ✨ Browse templates.
4. Click Use template to apply the template directly – or click on a template row to see more details about the template.

Create a Status Report Directly from a Template

You can also create a new status report directly with a template, without having to open a blank draft first:

1. Click New in the top right of the Status area.
2. Select Browse templates and choose the desired template.

This lets you quickly create a pre-structured report without having to open a blank draft first.

Set a Default Template for a Project

In the project settings you can select a default template for new status reports. This template will be automatically applied to all newly created status reports in the project, so that every new report starts with the predefined structure.

1. Open the Project settings.
2. Under Set default status report template, select the desired template.

You can always select a different template or adjust the content in individual status reports.

Create a Template

1. Open a published status report or save a new report as a draft.
2. Click the ✨ icon.
3. Edit the status report to your liking.
4. Select 💾 Save as template.
5. Give the template a Title and optionally add a Description.
6. Choose who can see the template:
   • Only me – only you can see and use the template.
   • All members – all members in the workspace can use the template.
   • Members and guests – guests also have access.
   • People / Teams – only specific people or teams have access.
7. Optional: Enable Pin to quick access to add the template to your personal ✨ menu.
8. Click Save.

Edit a Template

1. Open any status report and click the ✨ icon.
2. Select ✨ Browse templates.
3. Open the options menu next to the desired template and select Edit.
4. Edit the template and save it (e.g. by clicking outside the editing window).

Delete a Template

1. Open any status report and click the ✨ icon.
2. Select ✨ Browse templates.
3. Open the options menu next to the desired template and select Delete.

Template Quick Access

Templates can be pinned so you can quickly reach them via the ✨ menu of a status report. Pinning is a personal setting – each user decides which templates appear in their quick access.

• Pin when creating: Check the box Pin to quick access when saving a new template.
• Pin later: Open ✨ Browse templates and click the pin icon next to the desired template.
• Remove from quick access: Click the pin icon again in the quick access menu to unpin the template.