The "Templates" page allows you to manage the default settings for your organization. They will then be available for all projects that are created in this organization.

You can :

• Add"Common Observations"to your library,
• Customize the status of observations with the"Workflows",
• Add form templates to your"Forms Library”,

Customize"Priorities"for observations and forms.

Note 

Only the"Organization Administrator"role can modify the templates.

The templates are only customizable for Premium, Business and Enterprise organizations.

You can also read the following articles on the management of your different modules:

Forms :

• Manage form in my company - User cases
• Update the form library

Observations :

• 4 tips to optimise my library in my organization
• Common observation list
• Create a new common observation

Workflow (for observations) :

• Define a new workflow
• Workflow definition - use case
• Create a new status
• Change the observation status

Priority Workflow (for observations and forms):

• Update priorities - Finalcad One Web