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Status Shipped
Categories My work
Created by Jennifer Lange
Created on Oct 9, 2023

Would Like Custom Templates for My Work

Who would benefit?

any user that wants to utilize My Work for standardized notes

What impact would it make?

More efficient and standard notes

How should it work?

I would like to inherit custom templates or have a separate section for custom templates for My Work.

For example, I wanted a template for weekly notes/priorities. I adjusted the daily one to a weekly template, but I cannot save that template and re-use it. We wanted to use it for everyone on the team. I also have a note for questions for department heads that I share to the dept head. Would like to save this as a template as well.

    Nov 13, 2023

    Thanks for the idea!

    It is now possible to create personal document templates.

    Build custom note and whiteboard templates for your own use. Jot down daily notes, prepare for meetings, and make decisions using a predefined layout that works best for you.

    Learn more in our blog: Create Personal Note and Whiteboard Templates in Aha! Software

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