Create templates in description fields

Templates help your team save time when creating new features, products, components, objectives, releases, companies, portal cards, insight notes... basically, any element with a description field. 

In this article:

• How to create a new template
• Selecting, editing, or deleting a template
• See also

How to create a new template

1. Open an entity of the type you'd like to create a description template for.
2. In the empty description field, click save time with a template.
   
3. The template editor will open. Click Create new to begin writing a new template.
4. Once the template is ready, click Create.

Selecting, editing, or deleting a template

When you click save time with a template in any empty description field to open the template editor, any templates you've already created for that element will appear in a list. (If you haven't created any templates, this window will be blank.)

From here you can:

• Click on a template to add it into the description field of your selected element. 
• Hover on a template and click Edit to make changes to that template. 
• Hover on a template and click Delete to permanently remove that template from the list.