Card templates automate recurring workflows, saving time and ensuring that cards and jobs are set up consistently across projects in Reports.re.
How to Use a Card Template
- Click the Create Card button from the top panel.
- At the bottom, choose Create from Template.
- Select the template, name your new card, and click Create Card.
How to Create a Card Template
1. Create a New Template
- Go to Workspace Settings from the left navigation panel and select Automation.
- Click Create Card Template at the bottom.
2. Set Template Details
- Enter the template title.
- Fill in the card title, card type, and assign a group.
- (Optional) Add clients and tags.
3. Add a Job to the Template
- Click "Add Job".
- Fill in the necessary fields, such as job title, description, type, status, priority, tags, and other relevant details.
- Assign an executor and/or client by clicking their name and then the plus icon to add them.
- To add more jobs, click "Add Job" again.
4. Save the Template
- Click Add to finish creating your template.
Conclusion
Templates simplify the setup process by automatically generating structured cards and jobs ideal for recurring tasks. This saves time, ensures consistency, and helps streamline operations across your workspace.