Overview
Within your workspace, create templates to use within different projects to save time!
As an Admin, you can create Company Templates for your workspace to use
As a non-Admin, you can use Company Templates, or create My Templates for your own use
Process
Within Lists & Templates, navigate to Inspections and create a new template
Add categories and questions to suit your Inspection process
- By default, all questions are marked as required but you can easily adjust this by toggling it off
- You can also flag answers to indicate any further action item needed if the Inspector were to select this answer
- You can duplicate the question and answer(s) by clicking the duplicate
icon on the item, which is visible after hover
- You can delete the question by clicking the trash
icon on the item, which is visible after hover
Create the template, and you are ready to apply it to your projects!