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Create a new form template

Use this dialogue to create a reusable form template for your project, including its name, scope, category, description and tags.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the create form template dialogue​

Open the "New form template" dialogue from your project so you can define a new template. The dialogue appears as a pop-up over your current page, without navigating away.

Open the create form template dialogue

Step 2: Enter the template name and select scope​

In the dialogue, type a clear, descriptive name for your template. Choose whether the template scope is limited to this project or available more broadly, using the Scope selector. You must provide a name before you can create the template.

Enter the template name and select scope

Step 3: Add an optional description​

In the Description field, add a brief explanation of how and when this template should be used. This helps your team understand the purpose of the template when selecting it later.

Add an optional description

Step 4: Choose an optional report category​

Use the Category dropdown to assign the template to a report category, if relevant. Leave it as "None" if the template does not belong to any existing category.

Choose an optional report category

Step 5: Add tags to help find the template​

In the Tags field, type a keyword and press Enter to add it as a tag. Repeat for each tag you want to add. To remove a tag, click the remove control on the tag you no longer need. Tags help users filter and search for templates later.

Add tags to help find the template

Step 6: Create the template​

When you are satisfied with the details, click the Create button. The button is enabled once a name is entered and the template is not currently saving. The system saves the new template, closes the dialogue, and takes you to the template builder or next configuration screen.

Create the template

Last updated: 2026-01-20