Working with templates

Templates allow you to create plans in a reusable and consistent way. Within the template, you can define the sections and tasks, add the users who will manage plans created from it, and configure your settings such as for CRM integration, thanks page, etc.

You can manage templates by clicking Templates on the left hand menu.

Note: Manager and owner roles can manage templates.

Using views

A 'view' is a list of templates that you'll see on this page. You can filter, sort, or change the columns that you see using the controls above the list.

There are some predefined views available by clicking on the current view name at the top of the page (just to the right of Templates).

Custom views

You can save any view as a 'custom view' using the Save as new view option under the view menu (click the view name). Once a custom view is saved, you can manage it from this same menu, i.e. you can change its name or save changes to it.

If the current view is a custom view and the view has changed, you'll see (Changed) in orange next to the view name.

Note: Custom views are available only to the user who creates them.

Setting the default view

The default view is the view that is shown by default when clicking into the list from the menu bar. When viewing the default view, you'll see a purple star next to the view name.

To set a new default view, open a view that is not the default, click the view name, and then click Set as default.

Note: Setting the default applies to the current user only.

Quick filters

You can also add 'quick filters' to views, to allow you to quickly filter on commonly used text fields such as name. To change the quick filter fields in a view, click the menu button above the list of templates (three dots), then click Quick filters.

Exporting the list

Click the menu button above the list of templates (three dots), then click Export to download the current view in CSV format.