Templates let you standardize the Checklists, Projects, Project Files, and Documents your team uses every day. Instead of rebuilding the same Checklist or Document from scratch on every job, save it once as a Template and reuse it across your Projects.
This feature is available on select plans and is only available on the web app.
Accessing the Template Library
Note: Admins and Managers can create, edit, and manage Templates.
Log in to CompanyCam > select Templates from the left-hand navigation menu.
Project Templates
To view your account's Project Templates, click the Projects Tab.
Click + Create Project Template in the upper right corner to add a new one.
To edit an existing template, click a Template's title to edit its name, description, Checklist Templates, Project Files, or Project Documents.
See Create and Use Project Templates for a full walkthrough.
Checklist Templates
To view your account's Checklist Templates, click the Checklists Tab.
Click + Create Checklist Template to create a new one.
To edit an existing Checklist Template, click on the Template's Title to open the editor and make changes.
See Create and Use Checklist Templates for a full walkthrough.
Project File Templates
To view your Project File Templates, click on the Files Tab.
Click + Upload File to add a new Project File Template.
To delete a Project File Template, click on the 3 Dots Icon next to the file name and choose Delete.
Note: Project File Templates cannot be edited. They are best used if you have an important file that needs to be added across multiple Projects.
Documents Templates
To view your account's Document Templates, click the Documents Tab.
Click + Create Document Template to create a new one.
To edit an existing Document Template, click on the Template's Title to open the editor and make changes.
See Creating Document Templates for a full walkthrough.
FAQs
Will editing a Template change previously created Checklists or Documents?
Will editing a Template change previously created Checklists or Documents?
Editing a Checklist or Document Template will only impact items created after the Template has been edited. It won't affect previously created Checklists or Documents.
💡 Need more help?
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