Create several templates and assign them

When teams report different things, split the template and assign it. This article covers creating, assigning, the report frequency, and letting reporters switch.

1. Create a new template

Templates are added at the top of “Edit template”. A company can hold 50.

1. Select “+ Create a new template”.
2. Enter a “Template name” that says what it is for.
3. Under “Start from”, pick an industry preset or a copy of an existing template.
4. Select “Create”. The new template opens for editing.

2. Assign it to teams and members

“Where this template applies” decides who uses it.

Caution: “Unassign all” removes every individual assignment for this template. Those people fall back to their team default.

1. Select the template with the buttons at the top.
2. In the “Team default” list, select “Make default for this team”. “Default” then marks that team.
3. Tick anyone who needs a different format in the individual assignment list. Ticks save at once.
4. “Assign to all” and “Unassign all” act on everyone, from the next report.

3. Set the report frequency

1. On a ticked person's row, choose “Daily” or “Weekly”.
2. “Weekly” adds a day box. Pick the due day, such as “Monday”.
3. The choice saves at once. Weekly reporters are due only that day.

4. Let reporters change the template

Both options are off by default.

1. Turn on “Let reporters choose their template” and writers pick from “Choose entry template”.
2. Turn on “Let reporters create and edit a personal template” for “Create my personal template”.
3. Select “Apply changes” to apply the policy to everyone.

If it does not work

• “Create” adds nothing — you may be at the template limit. See The template will not save.
• Someone cannot be ticked — they show “Uses own personal template” and cannot be changed here.
• Still the old format — assignments apply from the next report, not a draft.

FAQ

• How many templates can I create? — Up to 50 per company.
• Can one person have two? — No. Ticking another shows “Assigned to another template”; only the newer one applies.
• What happens if I unassign someone? — They return to their team default, daily.
• Can I fix the filling order? — Turn on “Filling & viewing settings (for inspections/checklists)” in “Settings”.

Read next

• Add and edit template fields
• The template will not save