How to Manage Templates

Create, edit, and save your Checklist, Report, and Project Templates all in one place!

Jasmine Coleman avatar
Written by Jasmine Coleman
Updated over a week ago

In this Article

Before you start

  • Templates are not available on Basic or Pro. Upgrade your plan to take advantage of this feature. This can be done in Billing under Pricing Plans.

  • To create Templates you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission;

  • Managing Templates is only available on the web app.

Manage Templates

  1. Log in to CompanyCam.

  2. From the left hand navigation bar, select Templates.

Checklist Templates

  1. To view all of your Checklist Templates, click on the Checklists Tab.

  2. To create a new Checklist Template, click on + Create Checklist Template in the upper right corner.

  3. To edit a Checklist Template, click on the Title of the Template you'd like to edit > and then make any changes needed. From here, you can edit the title, description, sections, and fields. Any updates will automatically save on the Template and will not affect previously created lists.

Report Templates

  1. To view all of your Report Templates, click on the Reports Tab.

  2. To create a new Report Template, click on + Create Report Template in the upper right corner.

  3. To edit a Report Template, click on the Title of the Template you'd like to edit > and then make any changes needed. From here, you can edit the title, description, sections, cover page, and report settings. Any updates will automatically save on the Template and will not affect previously created Reports.

Project Templates

  1. To view all of your Project Templates, click on the Projects Tab.

  2. To create a new Project Template, click on + Create Project Template in the upper right corner.

  3. To edit a Project Template, click on the Title of the Template you'd like to edit > and then make any changes needed. From here, you can edit the title and description. You'll also be able to add Checklist Templates, Report Templates, and/or Project Documents.

Need more information about Templates? Check out our helpful articles for Checklist Templates, Report Templates, and Project Templates!

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