Creating templates

Once you have set up your type, you can make templates from the type. These obey all the rules set on the type.

Only managers can make and edit templates, click on '+ New' in the left hand sidebar, and select 'Template'.

On your template, you can then add further customisation that will be applied to all instances of that template:

  • Page content

  • Fields

  • Field values

  • Computed titles

  • Assignees

  • Strict mode

  • Review requirements

  • Validation checks

Page content, field and field values effectively get copied across to the instance, so templates and instances have exactly the same.

The rest however get set on the template in the 'Instances' tab of the sidebar. They then just apply to instances of the template, and not the template itself.

Learn more about different content, fields and settings via the links below

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