Managing status report templates

Status report templates let You prepare and reuse recurring text content and text blocks for status reports. A template stores the Description and Next steps fields. Other fields, such as status or progress, need to be set individually for each new report.

This article covers creating, editing, deleting, and pinning status report templates. To learn how to apply a template to a status report or set it as the default template for a project, see the article Applying Status Report Templates.

Creating a template

1. Open a published status report, or save a new report as a draft.
2. Open the three-dot menu (...) and select Manage templates.
3. Edit the status report as needed.
4. In the submenu that opens, select Save as template.
5. Give the template a title and optionally add a description.
6. Determine who is allowed to see the template:
   • Only me - only You can see and use the template.
   • All members - all workspace members can use the template.
   • Members and guests - guests have access too.
   • People / Teams - only specific people or teams have access.
7. Optional: Enable Pin to quick access to anchor the template in Your personal quick access (Manage templates submenu).
8. Click Save.

Editing a template

1. Open any status report, open the three-dot menu (...), and select Manage templates.
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 edit window).

Deleting a template

1. Open any status report, open the three-dot menu (...), and select Manage templates.
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 Manage templates submenu (accessible from the three-dot menu of a status report). Pinning is a personal setting - each user decides individually which templates appear in their quick access.

• Pin when creating: When saving a new template, check Pin to quick access.
• Pin afterwards: Open the three-dot menu (...), select Manage templates, then Browse templates. Click the pin icon next to the desired template.
• Remove from quick access: In the quick access menu, click the pin icon again to unpin the template.

Related articles

• Applying Status Report Templates