Template

The user will be able to create templates that could customize to adapt it to specific processes. Being able to edit details, choose the type of actors involved, use different types of customizable fields, add documents, create and add functionalities.

Example: An example of a process that can be adapted in a template is the shipping of containers, whose requirements for this type of order would be set in the template.

Enter to a template panel from button, in the left sidebar section and press on .

Create a template

To create a template, click on the button at the top right. A pop-up window will appear where we insert a name and a description.

Create Template

Once created, an empty template will open where we must shape it. We create epics, documents and spaces necessary for our order.

When creating a document without a file, on the right side, two buttons appear, or . Clicking on , we open fullscreen of all the documents without file to be able to edit. Within fullscreen, we can edit all the fields. Once we edit a field, press .

The scheme to create a template is identical to an order. Once we finish, we press thebutton.

Good to know: We can use a template for many orders.

Visualize a template

To view the details of each template, the user must first access the Templates panel found in the sidebar, where you will find a button by moving the arrow over a template. By pressing the button you can access it, where all the registered details will be shown, you can also modify each detail.

A sidebar will appear with a some template's information, as a number of documents and epics, name and the created date.

Templates information

On the other hand, the user has a search bar located at the top of the panel, where he can search for each template by code, name or description. In the same way, it also has filtering options, pressing on the title of each field.

Edit a template

You can edit the templates through the Edit this template button, inside . A new window will appear allowing you to modify the template information. Complete or modify the fields. Select a category. You can also put a cover to better identify the template. Or if you want, you can remove the cover clicking on . To change the cover, click on the image and select an image from your PC.

Edit a template window.

Delete or Archive a template

Once we are inside a created Template, in the part of the groups involved there is an button, where by clicking on it, we can see a series of actions. If you want to delete a Template, we will only have to select . Will appear a pop up window asking a permission. Click on a "YES", permanently delete this template" and press on

Hold up! When you delete a template, all content from this template will be removed immediately. This can’t be undone

Delete Text

If we want to save the template independently, we must archive it. For that, we make the same process as delete the template, but select . As an delete option, will appear a pop up window asking permission. Press on "Archive template".

Hold up! When you archive a template, it’s archived for everyone. That means If there are people from other organizations in this template, they will be removed.

Global Templates

They are templates created by default. Within the panel, we can import these templates to our Workstation.

We can find this option inside edit template, clicking on