Create templates to save time and align your team

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Templates.png

By creating templates, your team will save time when creating new features, products, components, objectives, releases, companies, portal cards, insight notes, or any element that you can add a description to while ensuring that the most valuable information is included.

In this article

How to create a new template

You can create templates for features, products, components, objectives, releases, companies, portal cards, insight notes, or any element that you can add a description in.

You can easily create a new template in just a few clicks.

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  1. Open a new description and click on the Template icon or where it says choose from template in the text editor.
  2. When the template modal opens click CREATE NEW and create your new template.
  3. Once the template is ready, click Create.

Selecting, editing, or deleting a template

Note

If you have already entered content into your description and you select a template, then the template will be appended to the existing content.

If you have already created a template simply open a new feature, products, components, objectives, releases, companies, portal cards, insight notes, or any element that you can add a description to and click on the Template icon. A new modal will open where you can select, edit or delete an existing template by hovering over it.

Template examples

Note Templates

 

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Template 1 Template 2

Request Details*
What is the customer requesting? Please provide details on the request so we can better understand why this is important to them.
Your Answer:

 

Use Case*
How will they use this feature? In what business scenarios will they do this?
Your Answer:

 

Pain Points*
Without this feature what issues is the customer currently facing? Be detailed and explain why this causes pain for the customer.
Your Answer:

 

Benefits*
Justify this request. Why/How does this improve the user’s experience? Back up this request with real benefits that the feature will deliver.
Your Answer:

Feature Templates

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Template 1 Template 2 Template 3

πŸ’‘ Problem

πŸ“– User Story


🎨 Design

πŸ™ˆ Analytics

πŸ›‘ Out of scope

  • Abc
  • ABC

β›“ Dependencies

πŸ‰‘ Acceptance Criteria

  • Given
  • When
  • Then

🎯 Measuring Success

  • ABC
  • ABC

πŸ›³ Release Strategy

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