Creating Templates
Build reusable checklists
5 min read
Templates define standardized procedures. Reference: TMPL-1, etc.
Fields
- Name
- Description
- Category
- Active status
Steps
- Task Templates
- Create Template
- Name and describe
- Add items
- Order them
- Save
Tip
Descriptive names: 'Quarterly Elevator Safety Check' not 'Elevator Template'.
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