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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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
/templatefrom the text editor.Whatever you enter into the document template, will be inserted into the approval's description.
Hope this helps!