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Status Future consideration
Categories Notes Whiteboards
Created by Reilly O'Connor
Created on Sep 13, 2023

Add "documentation templates" to automatically create documents upon record creation

As a product team member, I have a series of documents that need to be captured on every epic (such as a BRD, a kickoff session agenda, and a retrospective agenda). I'd like to define a "template" experience such that when new epics are created, those documents are automatically created and linked to the epic through the "Research" tab. That way, I can enforce document creation across the team without requiring users to create them from scratch.

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