CREATE A NEW LOG FROM TEMPLATE

 

To create a new log template, click on the "settings icon" in the upper right corner and select the “Account settings” menu item.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Select "Log templates".

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Click on "New log template"

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Add a name and description and set the template type.

Add teams to the template by clicking on "Add team". 

Add tasks by typing in the "Task" and click on "+ Add task” or click Enter to create the task. You can also set deadlines to each task.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

When you are done, click “Save”. This will add the template to the list of log templates, and you will be able to start a log based on the template when you need to start a log.

 

All the information from the template, with the teams and tasks, will automatically be added to the new log.  When creating a new log based on save the template, you will be able to make changes to the predefined list of teams and task before you actually start the log.

 

 

 

TROUBLESHOOTING

 

If the template is not available in the list, you need to make sure the template is Published and available in the web app and mobile app. 

 

Log template Unpublished

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Log template Published