Create templates to save time and align your team

Available on: Essentials, Pro, and Enterprise

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.

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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 save time with a 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 Template 3

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

💡 Problem

📖 User Story


🎨 Design

🙈 Analytics

🛑 Out of scope

  • Abc
  • ABC

Dependencies

🉑 Acceptance Criteria

  • Given
  • When
  • Then

🎯 Measuring Success

  • ABC
  • ABC

🛳 Release Strategy

Objectives Templates

Template 1
🎯 Tag line of the objective

Link to Product Brief (optional)

🤔 Problem
  • What's the problem?
🔗 Connected Goals
  • What are the company-level goals this will help fulfill?
📣 Persona/Segment
  • Who is it for?
🎯 Measuring Success
  • What metrics will we move?
💥Initiatives/Milestones
  • What are some example solutions?
😨 Risks

 

file_download Download our notes and features templates

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