Create reusable templates for checklists – fitting to your processes. You receive consistent and interactively usable checklists according to your requierements – from construction diary over notice of defects to acceptance reports.
These templates can be created and edited in the task manager by selecting items into the template column.
- Define a name for the template.
- Select items from the left column and click on the arrow to integrate them into the template (see left figure).
- The arrows can be used in order to arrange the items within the template.
- Save the completed template.
Moreover you can perform the following activities.
Note: You can change a template as long as no ticket instance has been created.
If you want to change the templates after having created a ticket instance, you can export the template and re-import it asigning a new name to it (e.g. _v1) and then edit it.