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Status Future consideration
Categories To-dos
Created by Joy Fryer
Created on Jun 6, 2024

To-do templates

What is the challenge?

managing change requests

What is the impact?

simplify approvals for specific task types

Describe your idea

looking to be add template approval types to support various use cases and pull a standard set of information from users supporting different use cases.

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  • Admin
    Nathaniel Collum
    Jun 10, 2024

    Thanks for sharing this idea!

    I wanted to share a potential work around for you in the meantime. It's not perfect, but it may get you partially there.

    In Workspace > Settings, you can create Custom document templates. From here, you can create templates for each approval type. Once your approvals are created, you can easily insert a template from the menu bar:

    You can also insert a template by typing /template from the text editor.

    Whatever you enter into the document template, will be inserted into the approval's description.

    Hope this helps!