This article is for administrators only.
Templates Are Pre-Built Organizers
You can modify or add organizers to fit your company’s needs. You can build an Organizer from scratch and customize it, or you can use pre-built templates if you prefer a quicker setup.
Templates are designed to provide best practices and help you get started with the system more easily and quickly.
Each Organizer comes with a set of pre-defined fields created based on best practices. However, they might not perfectly fit your needs. The administrator can remove fields you don’t need, add new ones, group or move fields to new sections, change field types (for example, from text to multiple choice), create new categories, and more.
Which Organizer Template Should You Use?
After creating an Organizer, you can choose to use a ready-made template or start from scratch. It’s similar to opening a new Excel file—you can pick a template to save time or build your own from the ground up.