Status report templates

Create templates for status reports if you frequently reuse text content and text modules. Only the two text fields Description and Next steps are stored in these templates. Other fields like status or progress level must be set individually for each new status.

Status reports generally have three states:

1. Unsaved (newly opened)
2. Saved as draft
3. Published

A template can only be created from a status report that is either in the draft state (2) or the published state (3).

Using status report templates

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

Creating a status report directly from a template via the New button

You can also create a new status report without a prior draft by using the New button in the status tab at the top right. There you can immediately select a status report template:

This way, you can create a status report especially quickly, without first having to open an empty report.

Creating status templates

1. Open a published status report or save a new status report as a draft.
2. Click the ✨ icon.
3. Edit the status report as desired.
4. Select 💾 Save as template:
   
   
   
5. Give the template a Title and optionally add a Description.
6. Determine with whom you want to share the template:
   1. Only me: Only you can see it.
   2. All members: All members in the workspace can see the template.
   3. Members and Guests
   4. People / Teams: Specific people or teams have access.
      
      
   5. 
      
      
7. Enable Pin to quick access if you want the template to appear in your personal ✨-menu.
8. Click Save.

Editing a status report template

1. Open a status report.
2. Click the ✨ icon.
3. Select ✨ Browse templates.
4. Open the options menu and select Edit.
   
   
   
   
5. Edit the template and save it (for example, by clicking outside the window).

Deleting status report templates

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

Template quick access

Templates can be pinned to quickly find them in the ✨-menu of a status report. Pinning is a personal setting; each user can decide which templates appear in their quick access.

• Pin when creating: When saving a new template, check Pin to quick access.
• Pin later: Open ✨ Browse templates and click the pin icon next to the desired template:
  
  
• Unpin: A pinned template can be removed again from the quick access menu by clicking the icon.