Creating Note Templates

*You will need admin permissions to create note templates.

To create a note template, follow these steps:

1. Open your Settings.
2. Click Note Templates.
3. Click New Template.
4. Enter a Title and Description. Whatever you enter in the description field is what will regularly show up for users to fill out each time they use the template.
5. Click Save.

These templates will be available for all users to use on the job. Ensure your teams are using app version 5.0.152 or later to access this feature (instructions to update your app can be found here).

Updated October 04, 2023 20:54