Status report templates

Create templates for status reports, e.g. if you often use the same text modules. For status reports, only the two text input fields are saved in the template. Status, progress etc. are not amended when using a template. These must be edited in a new status update.

Status reports can have 3 states:

1. Unsaved (just opened the "Post update" dialog)
2. Saved as a draft
3. Published 

A status report template can only be created from a status report with state 2 (Draft) or 3 (Published).

Use status report templates

1. Open a published status report or save a new status report as a draft
2. Click on the ✨ icon
3. Select ✨ Browse templates

   
   
   
   

4. Click on Use template to apply the template directly. Or click on the whole row to learn more about that template.
5. Alternatively, you can select a template directly from the quick access menu.

Create status report templates

1. Open a published status report or save a new status report as a draft
2. Click on the ✨ icon
3. Edit the status report as you like
4. Select 💾 Save as template
   
   
5. Give the template a title and optionally add a Description
6. Select your sharing option
   
   1. Only me: Only visible to you
   2. All members: All members of the workspace will find the template
   3. Members and guests
   4. Persons / Teams: Specific people or teams will find the template
      
      
      
      
7. Tick the box Pin to my quick access to pin the template directly to your personal quick access (✨ menu). You can also do this afterwards.
8. Click Save

Edit status report templates

1. Open a status report 
2. Click on the ✨ icon
3. Select ✨ Browse templates
4. Open the ellipsis menu and select Edit
   
   
   
   
5. Edit the template and save it as usual by clicking outside of the window.

Delete status report templates

1. Open a status report 
2. Click on the ✨ icon
3. Select ✨ Browse templates
4. Open the ellipsis menu and select Delete
   
   

Templates quick access menu

Templates can be pinned to you personal quick access. Pinned templates are displayed in the ✨ menu of a status report. Pinned templates are a personal setting.

Templates can be pinned in two ways:

• When creating a template (see above) tick the box Pin to my quick access
• Open the ✨ menu and select Browse templates, in the next step select the pin icon:
  

In the quick access menu, a pinned template can be removed by clicking on the icon.