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Share your product feedback

Status Future consideration
Categories Notes Whiteboards
Created by Stephanie Lechner
Created on Sep 26, 2024

Support creating document or whiteboard templates in automation rules

What is the challenge?

There is no ability to automate creating a note or whiteboard template in the Research tab when ideas or other records are created.

What is the impact?

If you use the same template for each idea or other record, it requires a manual step to add that to the record.

Describe your idea

Allow the creation of document or whiteboard templates on records to be an automation action

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  • Guest
    Aug 21, 2025

    I’d like to be able to do this in the Release overview tab in a custom field. It would also be great to be able to present external template files (Office documents) or internal notes / whiteboards. As noted, the current method requires multiple steps from the PM to create a whiteboard, find the right template, and add that to the record.

  • +2